Defining Subscription Product Components

You can choose to add a components to the subscription using the Define Components screen. For example, you can choose to add membership dues if only members are allowed to order the subscription.

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. A rate structure and rate code can be associated with a component product in the Membership and Subscription subsystems.

Components are always $0.

To add components to the subscription:

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 window displays.

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

6. Enter the Quantity of the product you want to add.

7. If necessary, enter the Order Lines to be Created number.

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

9. Check the appropriate checkboxes:

· Active

· Waive Shipping

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

11. 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, the highlighted product is deleted as a component.
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 fills in 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.
Active	Checkbox. When checked, it signifies the component is active.
Members Only	Read-only. Disabled unless the product is members-only.
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.
Order Lines to be Created	Text box. How many order lines you want created based on the quantity given.
Rate Structure	Drop-down. 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 or price associated with the rate structure selected.
Waive Shipping	Checkbox. When checked, this component will not be included in any calculation of shipping charges.