Defining Membership 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.

With membership products, you may include complimentary meeting registrations, publications, subscriptions or merchandise. You can define multiple components that should automatically be provided with an order for this product. If you want only new members to receive the component, uncheck the Renewable checkbox on the Membership General Setup screen. If left unchecked, members will receive the components again when they renew.

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. A rate structure and rate code can be associated with a component product in the Membership and Subscription subsystems.

Components are always $0.

To define components:

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

2. Click Add Component.
The Generic 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 product is deleted as a component.
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	Read-only. The method for determining the rate. For example, “Calculated” 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. Structure that 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.
Members Only	Read-only. Disabled unless the product is members-only.