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eCert Chamber Help

Member Details

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The Member Details option allows you to maintain exhaustive details of each member/ non member registered with your chamber. Here you can:-

- Set the default layout(s) to be used for preferential and non preferential submissions

- Hold an Internal Reference (e.g. their customer number in your ERP package)

- Set their membership status to member or non member

- Set the fees applicable to this member if using the eCertify merchant facilities

- Review the signatories of the member / non member

- For Freight Forwarders the members that they have been approved to represent when sending submissions.


From the eCert Chamber Menu, select Member Management – Member Details. The Member Details window opens up.

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Select Image to review and edit (some of) their member details.

Member Details

The Member Details section displays the company details of the selected member/ non member. The displayed Member Details are the details that have been entered by the Member, and hence cannot be edited by the Chamber.

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The Company Reference is a unique number automatically assigned to the Member's company as part of the company's Authorizing Officer registration.

Member Settings

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The Member Settings section displays the default settings for this member.

- Internal Reference: An internal reference to identify this member (e.g. customer number in your ERP Package)

- Chamber Member: The membership status of the member. This can be changed by clicking the dropdown list.

- Member Until: This field will only be displayed if they are a member. You may enter a date when their membership is due for renewal.

- Allow Manual Approval of Document (Wet Stamps) for this member: Identifies if the Chamber allows the member to request for manual approval of document (Wet Stamps).

Payment Settings

The Payment Settings section displays the payment settings for this member. The chamber is also able to set:-

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- Payment Method Identifies the type of payment applicable for this member.

- Merchant Account If the payment method for this member is Online Payment, this field identifies the type of merchant account applicable for this member.

Member Fees (Preferential)

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For each preferential agreement, the chamber is able to set:-

- Payer

- Use Standard Member/Non Member Fee

- Special Member/Non Member Fee

- Default Layout

Remember - The Payer, Use Standard Member/Non Member Fee and Special Member/ Non Member Fee fields will be hidden if the chamber is configured for On Account. When selecting these options, keep the following consideration in mind:

- Payer: Defaulted to 'Member Pays'. This indicates that for each submission, the Member will pay using PayPal.

- Use Standard Member / Non Member Fee:Identifies if the member is to be charged the Standard Member / Non Member Fee as configured in Chamber Details. Deselect this option to be able to enter a Special Member/ Non Member Fee. Remember - If this is set to True, the Special Member / Non Member Fee will be hidden.

- Special Member / Non Member Fee: If this member is to have a special fee different to the Fee configured in Chamber Details, you may enter it in this field. The fee entered must be above the Umbrella Body minimum fee.

- Default Layout: Set a default layout for the submissions you will receive from this member if it will be different to the default set in Chamber details for this Preferential type.

Remember - You are able to override this default layout at the time of stamping the submission.


Member Fees (Non Preferential)

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For Non Preferential submissions, the Chamber is able to set:-

- Payer

- Use Standard Member/Non Member Fee

- Special Member/Non Member Fee

- Default Layout

The Use Standard Member/Non Member Fee and Special Member / Non Member Fee fields will be hidden if the chamber is configured for On Account. The Special Member/Non Member Fee will only be displayed if the fee for Use Standard Member / Non Member is un-ticked.

When selecting these options, keep the following consideration in mind:

- Payer: Defaulted to 'Member Pays'. This indicates that for each submission, the Member will pay using PayPal.

- Use Standard Member / Non Member Fee: Identifies if the member is to be charged the Standard Member / Non Member Fee as configured in Chamber Details. Deselect this option to be able to enter a Special Member / Non Member Fee. Remember - If this is set to True the Special Member / Non Member Fee will be hidden.

- Special Member / Non Member Fee: If this member is to have a special fee different to the Fee configured in Chamber Details you may enter it in this field. The fee entered must be above the Umbrella Body minimum fee.

- Default Layout: Set a default layout for the submissions you will receive from this member. Remember - You are able to override this default layout at the time of stamping the submission.


Signatories

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The System Administrator will be displayed in this section.

Each signatory that has registered with this member / non member will be displayed in this section. If required you may click on their name to send them an email.

Members Represented (Freight Forwarders only)

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The members represented section will only display if the member / non member being reviewed is a Freight Forwarder.

The status of the relationship is also displayed. If a freight forwarder is no longer submitting documents on behalf of a member / non member the status will be suspended.

You may send an email to either the company email or the authorised officer by clicking the relevant hyperlink.



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