Products must
be INV, SUB, or DCD products.
Umbrella products are utilized for your Online Store. The Personify Online Store allows you to sell anything from merchandise to books to other products right through your Personify Software. With the release of 7.4.0, Personify delivers the ability to set up multiple associated products under a product umbrella, set pricing for a range of relationships, and have complete control over the product selling process.
These Umbrella Products serve as parent products which can house multiple individual or child products. For example, perhaps you sell shirts that say “TMA Resources” on them and you sell them in multiple sizes (e.g. S, M, L) and colors (ex. Red, Black, White). Each of the individual shirts would be part of the TMA Resources Shirt Umbrella Product and the colors and sizes would make up the individual products. It is a recommended best practice to begin by setting up the Individual Products before Umbrella Products. This process will save you time by immediately allowing you to choose the products to assign to an Umbrella Product instead of going back and setting up each one and then assigning them individually. Once you are ready to set up Umbrella Products, perform the actions below.
Products must
be INV, SUB, or DCD products.
To search for
Umbrella Products, enter "u" in Product Type in Product Central
and click Search.
Once you have set up System Types and Codes, the recommended steps are as follows:
· Step 1: Adding the Product Review and Product Options Screens
· Step 2: Setting up Product Options and Choices for Subscriptions Products
· Step 3: Setting up Individual Subscriptions Products
· Step 4: Defining Umbrella Products
· Step 5: Defining Options for an Umbrella Product
· Step 6: Defining Subscription Umbrella Product e-business Control