Thread: Helios 11.4
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Old 02-12-2008, 02:15 PM   #2 (permalink)
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Re: Helios 11.4

ETF package I take it? First take a peak at the help files, the Helios guide to setting up an ETF sales code is not too hard. I could do this over the phone easier though, but I will try to help you:

First club the new owners for deleting the code.
Then you will need to decide on a sales to sell, probably the one you used before.

In sales code:
Enter sales code and description.
Code type: "service"
Price: "$0.00" and click on "Prorated"
Cut Off day: usually the 1st, so 1
Billing day: usually the 1st, so 1
Monthly fee: Enter dollar amount of package

Operation tab:
Check "mandatory contract" if you have one, you should, for the client to fill out.

Pkg/Mem tab:
Membership: what they bough (this can be tricky, but usually bed type, etc.)
Membership Variable: constant and 365 days for a year, etc...
Flex start: no
EFT Options: Select open and fill in same info as "pro-rated" from before. Usually 1, 1, $, 12 months for a year package


Thats pretty much it for the sales code. I have no clue how you have tan-on codes setup though.
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