Defining Package 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.

Package components are always added to an order as a sub-line item.

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.

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 Product Chooser displays.

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

4. Enter the Quantity.

5. Enter the Order Lines to be Created amount.

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

7. Select the Rate Method from the drop-down.

8. Check the appropriate checkboxes:

· Active

· Waive Shipping

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

10. 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, a pop-up displays stating “You have selected 1 row for deletion. Choose Yes to delete the row or No to exit.” Click Yes to delete the row from the table and the component from the meeting.
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 populates this field automatically. Click the link to open the Choose Product screen and search for a new 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.
Subsystem	Read-only. Subsystem associated with the product.
Quantity	Text box. The quantity of the component that should be included. This quantity is used to set the order line quantity for the component when a customer purchases the package.
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. The rate structure the customer must qualify for to receive the component. 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 code the customer must qualify for to receive the component. The rate or price associated with the rate structure selected. When set, this specific rate code will be used on the order detail record created when the product is ordered.
Waive Shipping	Checkbox. When checked, this component will not be included in any calculation of shipping charges.
Rate Method	Drop-down. The method for determining the rate when pricing and transactions are maintained at the package component level. Valid values include: · Calculated – The system will automatically calculate pricing based on the rate structure and rate code for which the customer qualifies. This allows the pricing to be determined based on who the customer is (member vs. non-member). · Specific – The system will return pricing based on the specified rate structure and rate code. For example, you can use this option to give a customer member pricing even though he/she is not an active member yet.
Active	Checkbox. When checked, indicates the component is active. Only active components are added to orders when a customer purchases the package.