Defining Meeting/Session Product Components

This task defines products that should be included with the active products at no additional charge. Any product in Personify can be added as a product component. Transactions and pricing will be at the master product level, not at the component level. Packages cannot be included as a component. A common meeting component may be a reception.

 

If revenue needs to be recognized from a bundle of products, the combination of products should be created as a package. Unlike components, each detail included in a package is priced at the product level.

Note.pngComponents are always $0.

To define components:

1.    Click Define Components from the Define the Product task category.
The Components screen displays, as shown below.
components.png

2.    Click Add Component.
The Product Chooser displays.

3.    Select the appropriate product to add as a component.

4.    Enter the Quantity.

5.    If necessary, enter the Order Lines to be Created number.

6.    If necessary, select a Rate Structure and Rate Code.

7.    Check the appropriate checkboxes:

·           Active

·           Waive Shipping

8.    If necessary, use the Move Up and Move Down button to arrange the components in the correct order.

9.    Click Save.

Screen Element Description

Components
Add Component Button. When clicked, the Choose Product screen displays. Search for a component and double-click it to add it to the table. The fields in the Component Detail section are populated.
Delete Component Button. When clicked, the highlighted row is deleted from the table and the component is deleted from the meeting product.
Move Up Button. When clicked, the highlighted product is moved one row up in the grid.
Move Down Button. When clicked, the highlighted product is moved one row down in the grid.

Component Detail
Product Link. The component product fills in this field automatically. Click the link to open the Choose Product screen and search for a new product.
Subsystem Read-only. Subsystem associated with the product.
Parent Product Read-only. Brought in from the product search for new records or from the PRODUCT COMPONENT table for existing components.
Product Name Read-only. The name of the product selected from the Product field.
Rate Method Drop-down. The method for determining the rate. For example, Calculates indicates the system will determine the rate structure and rate code.
Quantity Text box. The quantity of the component that should be included.
Order Lines to be Created Text box. How many order lines you want created based on the quantity given. If you want two component products but want them shipped to different customers, create two order lines (one for each customer) with a quantity of one. If you want two component products shipped to the same customer, create one order line with a quantity of two.
Rate Structure Drop-down. Validated against the rate structure table. When set, this specific rate structure will be used on the order detail record created when the product is ordered.
Rate Code Drop-down. The rate or price associated with the rate structure selected.
Waive Shipping Checkbox. When checked, this component will not be included in any calculation of shipping charges.
Active Checkbox. When checked, indicates the component is active.