Add Items Step
The Add Items step of the order process is where you select the products you want to include in the cart item. You will be brought to this step each time you choose to add a cart item to the cart.
You will see a different page in this step depending on what type of cart item you are adding to the cart.
Recurring Eligible Products
If a membership or donation product is recurring eligible, Yes will be displayed with the recurring frequency in the recurring column, on this step of the order process. As an example, if monthly is the recurring frequency but more are available, Recurring Frequency will be Yes, Monthly+.
Add Donation
When placing a one-time donation for a constituent, the Add Donation page is the part of the order process where you select the donation options to include in a donation cart item.
Donation is a type of product in Nimble AMS, and is created to represent a one-time donation toward the entity of your choice.
When you are done using this page, the selected product(s) is added to a donation cart item, which is added to the cart.
Add Membership
When a constituent is joining or renewing as a member, the Add Membership page is the part of the order process where you select the membership type and related options to include in the membership cart item.
Membership is a type of product in Nimble AMS, and is created to represent membership dues, chapter dues, or other types of membership options offered by your association.
When you are done using this page, the selected membership products(s) are added to a membership cart item, which is added to the cart.
Add Merchandise
When ordering merchandise for a constituent, the Add Merchandise page is the part of the order process where you select the merchandise to include in the merchandise cart item. Merchandise is a type of product in Nimble AMS, and is created with information on the merchandise, pricing, inventory, and shipping weight.
When you are done using this page, the selected merchandise products are added to a merchandise cart item, which is added to the cart.
Add Miscellaneous
When ordering custom items for a constituent, the Add Miscellaneous page is the part of the order process where you select the miscellaneous items to include in a miscellaneous cart item.
Miscellaneous is a type of product in Nimble AMS, and is created to represent a one-off item your association sells.
When you are done using this page, the selected product(s) is added to a miscellaneous cart item, which is added to the cart.
Add Registration
When registering a constituent for an event, the Add Registration page is the part of the order process where you select the registration options to include in a registration cart item. Registration is a type of product in Nimble AMS, and is created to represent an event pass, session, option to bring a guest, or other types of event options like seats at a banquet.
When you are done using this page, the selected registration products are added to a registration cart item, which is added to the cart.
When editing a cart on this page, selected registration products are updated and any cancellation fee products are added to the registration cart item, which is added to the cart.
Add Subscription
When subscribing or renewing a subscription for a constituent, the Add Subscription page is the part of the order process where you select the subscription option to include in a subscription cart item.
Subscription is a type of product in Nimble AMS, and is created to represent a subscription that takes place over a period of time which your association sells.
When you are done using this page, the selected product(s) is added to a subscription cart item, which is added to the cart.
Add Item Step Page in Internationalization
If you have enabled Salesforce multi-currency, you will start viewing the amount in the Currency ISO Code on all layouts within your org.
The ISO Code that you view on the Add Items page will match with the Currency field value on the Entity that you have selected.
If the logged-in staff users Currency field value does not match with the Currency field value of the Entity record that he is placing an order for, you will also see the approximations displayed within the braces.