The Product Maintenance diagram displays, as shown below.
To set up an Umbrella Product:
1. From
the Personify main toolbar, select Product > Product Central.
The Product Maintenance screen displays.
2. Click
Create New Product.
The Product Maintenance diagram displays, as shown below.
3. Click
Umbrella Products.
This will open the Product Maintenance General Setup page where you can
begin to set up your Umbrella Product.
4. Select a Subsystem for your product from the drop-down.
Only
INV, SUB, and ECD are available as subsystems.
5. Type the Product Code to label the
product; for instance, TSHIRT.
The Parent Product field will automatically populate with the same name
you have typed for the Product Code. If this is not the Parent Product,
select a Parent Product by clicking on Parent Product and choosing from
the options filtered after you search.
6. Define the
Product Name.
This should be a descriptive name as it is the name that will display to
your customers.
7. Define the
Invoice Description.
If you have already defined your product name, the Invoice Description
will pre-populate when you click in the content box with the Product Name.
If you would like the Invoice Description to be different, change it as
you see fit. This will display in e-business.
8. Define the
Product Sub-Title, if necessary.
Product Type will be automatically set as "Umbrella." This field
is not editable.
9. Select the
Product Class from the drop-down.
This will be the type of product you are creating.
10. Select a Product Status from the drop-down.
a. Select Active if the product is ready and available for purchase. When creating a new product, the Product status will automatically default to Active.
b. Select Cancelled if the product has been cancelled and is no longer available for purchase.
c. 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; this
is the date that the product will begin availability.
This date will be the day the product is available, but it will not display
on the web until the e-business begin date is met.
The
Available From date cannot be changed if orders have already been created
for it.
13. Select an Available Thru date; this is the last date that the product will be available through, if desired.
14. Click Primary Search Group if you would like to select a specific group or chapter to target.
15. Under Options, you will see multiple checkboxes that are available:
a. Master Product
b. Available to Order
c. Zero Price-not recommended
d. Returnable-not recommended
e. Members Only-not recommended
Associated
products should not be set up if they have a different members-only standing
than the umbrella product.
f. One Price Only-not recommended
g. Allow Price Update-not recommended
h. Has Assigned Sales Rep-not recommended
16. Click Save.
17. Click Validate Setup under the Product Definition task menu.
You should
receive a message stating that the validation was successful. If you instead
receive an error message, note the missing items and correct them, then
attempt to validate again once you have made the changes and saved.