Creating a Package

The Package Product Maintenance screen allows the user to define a group of products under a single product code, to control an optional discount over the group, and to control how the rate structure and rate code will be handled within the package.

To define a package:

1.    Define the general package.

2.    Define components.

3.    Define the Product Manager’s email address (optional).

4.    Validate setup.

When a package is ordered, Personify automatically creates a separate line item for each product and component. Depending on the package structure, each line item is flagged as one of four Line Types:

·            IP = Individual Product

·            IC = Individual Component

·            PK = Package

·            PC = Package Component