Adding an Exhibition Product to an Order

To add an exhibition product to an order:

1. From the Order Entry search screen, search for the appropriate customer and click Create New Order.

2. If necessary, update the Order Information section, as highlighted below:

a. Change the Currency.
As of the 7.1.3 release, Personify supports multi-currency. Currencies (including the base currency) are defined using the Currency Exchange Rate Maintenance screen. The values available in the drop-down are populated from the APP_EXCHANGE_RATE table.

b. Select a different Rate Structure from the drop-down.
This applies to the entire order. By default, when creating a new order the Rate Structure will be “List Prices”.

3. Add a master product to the order using one of the following ways:

An XBT "Exhibition" product must be added to the order before a booth, badge, booth share, special charges, or sponsorship XBT subproduct can be added.

a. The Identify Products Here section, as highlighted below:

i. Click Add a Line Item.

ii. Click the Product Code link to search for a product.
The Choose Product screen displays.

iii. Search for an exhibition product and double-click the appropriate product.

b. The Product Research tab, as highlighted below:

i. Expand the All Products category.

ii. Expand the Exhibitions category.

iii. Select the appropriate checkbox.

iv. Click Create Order/Gift.

To delete a line item, click Delete a Line. However, if an order line has a Far_Txn record with a Txn Type Code of 1, 3 or 9, it cannot be deleted.

4. If necessary, click Add a Sub-line Item.
Please note that a booth line will only allow Badges, Fee, and Shared Booth type of XBT products to be added as a sub-line to a booth. If the order line ship-to customer is the same as the order master ship-to customer, then order line ship-to address will default to the order master ship-to address.

5. If the quantity is more than one, enter the Quantity.

6. If necessary, change the Unit Price.
This field is only enabled if the “Allow Price Update” checkbox was selected during the creation of the product.

7. If necessary, change the Description.

8. The Rate Structure and Rate Code values default based on the customer’s status and apply to the highlighted line item. If necessary, change these values.

9. Enter the appropriate codes and discounts:

a. Market Code: This code identifies the source of an order if it is based on a promotion created for a marketing campaign.

b. List Code: This code identifies the mailing list from which the customer was solicited.

c. Key Code: This code identifies the combination of the marketing piece (e.g., brochure, mailing, etc.) and list code used to solicit the customer. Selecting a value automatically populates the Market Code and List Code.

d. Discount Code: The discount code associated with the line item. If there is an automated discount, the discount code will appear and a discount amount will be displayed in the Unit Disc. column. If necessary, a manual discount can also be added here. Please note that the line item will no longer be considered for an automatic discount once you apply a manual discount.

To remove a discount code, right-click the Discount ID and select Clear.

e. Coupon Code: The code for the coupon used for the order. If a coupon code is added to the order, the coupon will automatically be applied to each line item.

10. Click the + next to Additional Order Information, such as marketing information specific to the entire order.
For more information, please see the Adding Additional Order Information section.

11. Update the Order Summary section, as highlighted below:

a. If you are creating an order that is over 30 lines, select the Defer Order Calculations checkbox to speed data entry.
When checked, the application does not calculate the order summary until you save the information or click Calculate Discounts and Shipping.

b. If necessary, click Calculate Discounts and Shipping. For more information on applying discounts to a product, please see the Linking Coupons to Products.

12. Click Save.

13. If booth requests were submitted with the exhibitor contract, add them now. For more information, please see Adding a Booth Request to an Exhibit Order.

14. Click Add a Sub-Line Item to add the booth product to the order.

15. Proceed to Assign a Booth and define Booth Details.