General Product Setup

Subsystem

Drop-down. The area, or module, with which the product is associated. Defaults to “Package” but you can associate the product with another subsystem. This drives how the package is grouped in the Product Chooser on the Order Entry screen, which facilitates searches. For packages defined under the Package subsystem, the pricing resides with the components.

Product Code

Text box. For master products, the Parent Product is the same as the Product Code. For sub-products, the Product Code is the event/session name and the Parent Product is the master product.

Parent Product

Link. For master products, the Parent Product is the same as the Product Code. For sub-products, the Product Code is the event/session name and the Parent Product is the master product. This code must be unique and can be alphanumeric.

For packages, Parent Products can be the same as an existing Parent Product, as long as both the Parent Product and Product Code are not duplicated within the organization and organization unit. This is used when the package is a subproduct to a parent master product, such as a meeting or an exhibition.

Product Name

Text box. Describes the package name. This is an alphanumeric field with approximately 120 characters.

Invoice Description

Text box. Defaults to the Product Name. If your Product Name is extraordinary long, you can edit the Invoice Description to 50 characters. If the Invoice Description is longer than 50 characters, it will be cropped off the invoice.

Product Sub-Title

Text box. This sub-title of the product is used optionally on the Web.

Product Type

Read-only. The primary type of product. The only option available is “Package.”

Product Class

Drop-down. Used to classify any product (master or sub-product) to distinguish between the type of package. It can also be used to give a discount to a certain class of products. This field is typically used for reporting.

Product Status

Drop-down. The status of the product. Values include Active, Cancelled, and Discontinued.

Currency Code

Drop-down. The appropriate domestic or international currency to use in this subsystem, e.g., German Mark, Japanese Yen, US Dollar.

Status Date

Read-only. System-generated status change date.

Available from

Drop-down. Defaults to the system date, but it can be overridden. The date from which the product will be available from.

Available thru

Drop-down. This field is usually left blank unless there is a specific date on which the package should end. If a date is entered, the product will not be available for orders after this date.

Primary Search Group

Link. This is an optional feature that allows organizations to assign a search group code to products and customers, so that back-office staff assigned to that primary search group can optionally pre-filter searches for customers or products by their assigned primary search group. Primary search group codes are defined on subgroup customer records and mapped to zip codes. An organization can have customers be automatically assigned to a primary search group based on the zip code of their primary address by setting the "CUS" "AUTOMATIC_SEARCH_GROUP_ASSIGNMENT" application parameter to "Y".

Options

Master Product

Checkbox. When checked, indicates whether this product can stand alone. When unchecked, it implies that the product cannot be entered directly without already having another product with the same parent product but different product code. The checkbox defaults to checked when the product code and parent product code are identical.

Available to Order

Checkbox. When checked, sets this as an active product for purchase by customers. When unchecked, the product is not available to be ordered independent of the package.

Zero Price

Checkbox. When checked, indicates this product is available for $0, so you can validate the product without entering pricing and GL account information. You still must enter a default rate code.

This checkbox should only be selected BEFORE entering GL account and pricing information.

Returnable

Checkbox. When checked, indicates this product can be returned.

Members Only

Checkbox. When checked, sets that only members can purchase this product.

One Price Only

Checkbox. When checked, indicates this product is available for $0, so you can validate the product without entering pricing and GL account information. You still must enter a default rate code.

Has Assigned Sales Rep

Checkbox. When checked, indicates this product is available for $0, so you can validate the product without entering pricing and GL account information. You still must enter a default rate code.

Renewable

Checkbox. When checked, indicates the active package product can be renewed. Components of this package will only renew if the "Renewable" checkbox is selected for that product's setup. For example, if a package contains an inventory product and a membership product. If the "Renewable" checkbox is selected on this package setup AND the membership product setup, then the membership product will renew. Only ADV, MBR, and SUB are renewable.

Packages

Package Selection Type

Drop-down. This field controls how package components are treated in an order. The available options in the drop-down are set up through system types and codes for this fixed code where subsystem = PCK, type = PACKAGE_SELECTION_TYPE and active = yes. Valid values include:

·            Fixed – When entered on the Order Entry screen, the specified list of components is added to the order automatically as subproducts to the package. You can delete one or more of the subproducts, but you cannot add others. Additionally, the quantity of the subproducts cannot be changed. This option is the only package type available via the Web. Pricing and transactions are maintained at the package component level.

·            Select – When entered on the Order Entry screen, you can select the components of the package from the list defined with the package product. If the package includes a discount, each of the products selected will be priced with the discount applied. This option is only available in the back office. Pricing and transactions are maintained at the package component level.

·            Open – When entered on the Order Entry screen, you can add any product in the system as a subproduct of the package and that product can then be discounts as if defined as part of the package. For example, if an annual meeting has numerous sessions, you might want to offer a discount package for members who sign up for at least 5 sessions.

Package Discount

Text box. When set, this overrides any other discount against the line items of the package. The Package Discount gives a discount to all products purchased in the package. Defaults to 0%.

This field allows you to enter a percentage up to four decimal places.

If the package discount remains at 0%, Personify evaluates whether any products in the package qualify for other discounts and applies it to the order line. If the package discount is greater than 0%, Personify uses this discount and ignores any other discounts for the products.

Depending on your requirements, you may not want to define a discount if the Product Selection Type is “Fixed.” You can delete one or more items from a “Fixed” product and still receive the discount, which may result in incorrect pricing.