Configuring Safe Deposit Boxes (2)
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Screen ID: Screen Title: Panel Number: |
USBDEF2 Safe Deposit Box Definition 2716 |
Access this second configuration screen from the first Safe Deposit Box configuration screen.
This second screen is used to enter a description for the box type and a fee structure.
Fees can be set up so that up to 5 different fee levels can be assessed for the box type. Fees can be charged on an annual basis only. When a box is rented to a member, you may at that time choose which fee level will be assessed for that specific box.
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For example, you may wish to offer a special rate for employees and board members, or include a no-fee safe deposit box as part of a special promotional offering.
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If you are going to assign a Tiered Service waiver for safe deposit box fees, it is important to assign the same fee to each Type, for example: all Type 1 levels should have the same fee. (The Tiered Service Instant Benefit configuration allows you to assign a Safe Deposit Box Type to each of the four Tiered Service Levels.)
Enter a box description and the annual fee amount and description for at least one fee level. Use Enter to save changes and return to the previous screen.
IMPORTANT: If the fees are changed after boxes have been rented, the rental fee will be changed on each individual box record, thus changing the fee amount that the member will be charged. This is a very helpful when you wish to adjust the fee amount for all boxes of the same type. If you wish an individual member to continue receiving the same fee as before the change, update the Fee amount field in the individual box record.