Defining Subscription Product Components

You can choose to add a components to the subscription using the Define Components screen. For example, you can choose to add membership dues if only members are allowed to order the subscription.

 

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.

Note.pngComponents are always $0.

To add components to the subscription:

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

2.    Click Add Component.
The Product Chooser window displays.

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

4.    Enter the Quantity of the product you want to add.

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.

Parent Product

Read-only. Brought in from the product search for new records or from the PRODUCT COMPONENT table for existing components.

Active

Checkbox. When checked, it signifies the component is active.

Members Only

Read-only. Disabled unless the product is members-only.

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.

Order Lines to be Created

Text box. How many order lines you want created based on the quantity given.

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.