Defining 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.

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.
Components.png

2.    Click Add Component.
The Product Chooser screen displays. Enter information and search for a product. Double-click a product to add it to the table.

3.    Enter the Quantity.

4.    If necessary, enter the Order Line to be Created.

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

6.    If shipping is waived for this component, check the Waive Shipping checkbox.

7.    If necessary, change the Active status.

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 Product Chooser 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 fills in this field automatically. Click the link to open the Product Chooser 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 drop-down. The rate method associated with the component. If “Calculated” is selected, the system determines the rate code and structure.
Quantity Text box. The quantity of the component that should be included.
Order Line to be Created Text box. How many order lines you want created based on 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.
Active Checkbox. When checked, indicates the component is an active product.
Members Only Checkbox. This is disabled unless the product is members only.