Creating DCD Umbrella Products

To set up an Umbrella Product:

1. Navigate to Product > Product Central in Personify.

2. The Product Maintenance screen will appear; click Create New Product.

3. Click Umbrella Products as shown in the image below.

This will open the Product Maintenance General Setup page where you can begin to set up your Umbrella Product.

4. Select a Subsystem for your product from the drop-down menu.

Only INV, SUB, and DCD are available as subsystems.

5. Type the Product Code to label the product; for instance, TSHIRT.
The Parent Product field will automatically populate with the same name you have typed for the Product Code. If this is not the Parent Product, select a Parent Product by clicking on Parent Product and choosing from the options filtered after you search.

6. Define the Product Name.
This should be a descriptive name as it is the name that will display to your customers.

7. Define the Invoice Description.
If you have already defined your product name, the Invoice Description will pre-populate when you click in the content box with the Product Name. If you would like the Invoice Description to be different, change it as you see fit. This will display in e-business.

8. Define the Product Sub-Title, if necessary.
Product Type will be automatically set as "Umbrella." This field is not editable.

9. Select the Product Class from the drop-down menu as shown below; this will be the type of product you are creating.

10. Select a Product Status from the drop-down menu.

a. Select Active if the product is ready and available for purchase. When creating a new product, the Product status will automatically default to Active.

b. Select Cancelled if the product has been cancelled and is no longer available for purchase.

c. Select Discontinued if the product has been discontinued and is no longer available for purchase.

11. Select a Currency Code from the drop-down menu, if necessary.
The Status Date will default to today's date; this field is not editable.

12. Select an Available From date; this is the date that the product will begin availability.
This date will be the day the product is available, but it will not display on the web until the e-business begin date is met.

The Available From date cannot be changed if orders have already been created for it.

13. Select an Available Thru date; this is the last date that the product will be available through, if desired.

14. Click Primary Search Group if you would like to select a specific group or chapter to target.

15. Under Options, you will see multiple checkboxes that are available:

a. Master Product

b. Available to Order

c. Zero Price-not recommended

d. Returnable-not recommended

e. Members Only-not recommended

Associated products should not be set up if they have a different members-only standing than the umbrella product.

f. One Price Only-not recommended

g. Allow Price Update-not recommended

h. Has Assigned Sales Rep-not recommended

16. Click Save changes

17. Click Validate Setup under the Product Definition task menu

You should receive a message stating that the validation was successful. If you instead receive an error message, note the missing items and correct them, then attempt to validate again once you have made the changes and saved.