Creating an Umbrella Product

To set up an Umbrella Product:

1.    Navigate to Product > Product Central in Personify, as highlighted below.
Products_Central.png
The Product Maintenance screen will display, as shown below.
Prod_Maintenace_Screen.png

2.    Click Create New Product.

3.    Click Umbrella Products, as highlighted below.
Umbrella_Products.png
The Product Maintenance General Setup screen will display, as shown below. Use this page to set up your Umbrella Products.
Prod_Main_Gen_Setup.png

4.    Select a Subsystem for your product from the drop-down menu.

5.    In Product Code, type a label for your product. The Parent Product field will automatically populate with the same name, as shown below.
Product_Code.png

Note.pngOnly INV, SUB, and ECD are available as subsystems.

6.    Define the Product Name. This will be the name that is displayed to your customers.

7.    Define the Invoice Description, if necessary.
If you have already defined your Product Name, the Invoice Description will automatically populate with the same information. If you would like the Invoice Description to be different, change it. Invoice Description will display in e-business.

8.    Define the Product Sub-Title, if necessary.

Note.pngProduct Type will be automatically set as "Umbrella". This field is NOT editable.

9.    Select the Product Class from the drop-down menu, as shown below. This will be the type of product you are creating.
Product_Class.png

10.  Select a Product Status from the drop-down menu.

·            Select Active if the product is ready and available for purchase. When creating a new product, the Product status will automatically default to Active.

·            Select Cancelled if the product has been cancelled and is no longer available for purchase.

·            Select Discontinued if the product has been discontinued and is no longer available for purchase.

11.  Select a Currency Code from the drop-down menu, if necessary. The Status Date will default to today's date. This field is NOT editable.

12.  Select an Available From date from the drop-down menu. This is the date that the product is available, and it will not display on the web until the e-Business start date is met.

Note.png The Available From date cannot be changed if orders have already been created for it.

13.  Select an Available Thru date from the drop-down menu.
This is the last date that the product will be available, if necessary.

14.  Click the Primary Search Group link, if necessary.
This will allow you to target a specific group or chapter, as highlighted below.
Primary_Search_Group.png
The Choose Primary Search Group screen displays, as shown below.
Choose_Primary_Seacrh_Group.png

15.   Using the Search Parameters, select your Primary Search Group.

Note.pngYou can only have ONE Primary Search Group.

16.  Under Options, there are multiple checkboxes, as highlighted below.
Options.png
Select the checkboxes that you want applied to your product:

·            Master Product: Recommended,

·            Available to Order: Recommended,

·            Zero Price: Not recommended,

·            Returnable: Not recommended,

·            Members Only: Not recommended,

Note.png Associated products should not be set up if they have a different members-only standing than the umbrella product.

·            One Price Only: Not recommended,

·            Allow Price Update: Not recommended,

·            Has Assigned Sales Rep: Not recommended.

17.  Click Save.

18.  In Define the Product, click Validate Setup, as shown below.
Validate_Setup.png

19.  If the validation was successful, you will receive a message stating “Validation Successful”, as shown below.
Validation.png

Note.png If you receive an error message instead, correct the missing items, click save, and Validate Setup again.

20.  Click Save.