Defining Package Components

Once the package product is created, one or more products or other package products can be added as components to the package. When the package is added to an order, separate order lines are created as subproduct order lines for each of the package components.

Package components are always added to an order as a sub-line item.

Pricing for packages are calculated by adding the price for all product components in the package, and then multiplying the total price by the package discount (Sum of [Package Component Product]Product_Pricing.PRICE for all products where [Package Product]Product.PRODUCT_ID = Product_Component.PRODUCT_ID and [Package Component Product]Product.PRODUCT_ID = Product_Component.COMPONENT_PRODUCT_ID and Product_Component.COMPONENT_PRODUCT_ID = Product_Product.PRODUCT_ID).

Currently, the price of the package on the Product Detail page does NOT include components in which the Master Product checkbox is unchecked. However, the checkout process WILL include those components in the calculation of the price.

If revenue needs to be recognized from a bundle of products, the combination of products should be created as a package. Unlike components, each detail included in a package is priced at the product level.

If a package product is being sold on the web, you MUST web-enable each package component in order for the product name and image to be displayed as hyperlinks on the Order Summary page.

To define components:

1. From the Personify360 main toolbar, select Products > Product Central.
The Product Maintenance search screen displays.

2. Click Search to find a product or click Create New Product.

3. From the Define the Product task category, click Define Components.
The Components screen displays, as shown below.

4. Click Add Component.
The Product Chooser displays.

5. Select the appropriate product to add as a component.

6. Enter the Quantity.

7. Enter the Order Lines to be Created amount.

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

9. Select the Rate Method from the drop-down.

10. Check the appropriate checkboxes:

· Active

· Waive Shipping

11. If necessary, use the Move Up and Move Down button to arrange the components in the correct order.

12. Click Save.

Screen Element	Description
Components
Add Component	Button. When clicked, the Choose Product 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 populates this field automatically. Click the link to open the Choose Product screen and search for a new 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.
Subsystem	Read-only. Subsystem associated with the product.
Quantity	Text box. The quantity of the component that should be included. This quantity is used to set the order line quantity for the component when a customer purchases the package.
Order Lines to be Created	Text box. How many order lines you want created based on the quantity given. If you want two component products but want them shipped to different customers, create two order lines (one for each customer) with a quantity of one. If you want two component products shipped to the same customer, create one order line with a quantity of two.
Rate Structure	Drop-down. The rate structure the customer must qualify for to receive the component. 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 code the customer must qualify for to receive the component. The rate or price associated with the rate structure selected. When set, this specific rate code will be used on the order detail record created when the product is ordered.
Waive Shipping	Checkbox. When checked, this component will not be included in any calculation of shipping charges.
Rate Method	Drop-down. The method for determining the rate when pricing and transactions are maintained at the package component level. Valid values include: · Calculated – The system will automatically calculate pricing based on the rate structure and rate code for which the customer qualifies. This allows the pricing to be determined based on who the customer is (member vs. non-member). · Specific – The system will return pricing based on the specified rate structure and rate code. For example, you can use this option to give a customer member pricing even though he/she is not an active member yet.
Active	Checkbox. When checked, indicates the component is active. Only active components are added to orders when a customer purchases the package.

Also in this section:

· Defining General Package Information

· Defining Package Rates and Pricing

· Validating a Package Setup