Defining Membership Product Postal Mapping

For chapters or other groups specific to a location, you can map the country code, state or province, and postal code that is valid for a specific membership product. In Order Entry (ORD001), when a membership product that uses a Level 1, where the Include Zip Linked checkbox is checked, the system automatically pulls all other products that are “zip linked” with the same parent product code into the order as sub-products of the line item.

This screen is enabled only when the Zip Linked checkbox is checked for the Level 1 structure.

Organizations that base chapter affiliation on regions or states can create chapter products based on zip code ranges and automate the assignation of appropriate chapters via postal mapping.

In the Postal Mapping grid below, the first example in row one just uses the state, which will include all postal codes for the state. The second example in row two shows a particular postal code range, which could be for the whole state or different divisions of the state, such as city or county. Another example (not shown in the image below) is for international regions.

To define the postal mapping:

1.    From the Personify360 main toolbar, select Products > Product Central.
The Product Maintenance search screen displays.

2.    Click Search to find a product or click Create New Product.

3.    From the Subsystem Specific task category, click Postal Mapping.
Please note that if you do NOT see this task, click the General Product Setup task and verify that the Zip Linked checkbox is checked for the Level 1 structure.
The Postal Mapping screen displays, as shown below.

4.    Click Add.

5.    Select the Country Code from the cell drop-down.

6.    If necessary, select the State from the cell drop-down.

7.    If necessary, enter the Postal From and Postal To values.

If two products have zip code ranges that overlap, customers in that zip code would receive both products.

8.    Click Save.