DCD Umbrella Products Overview

With the release of 7.4.0, Personify360 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.

Only INV umbrella products display correctly on the web. If you want to create a DCD umbrella product, create a general umbrella product, create individual DCD products, and assign the individual DCD products as options under the umbrella.

These umbrella products serve as parent products which can house multiple individual or child products. For example, perhaps you an audio file in multiple formats (e.g., mp3, mp4, etc. Each of the individual file products would be part under the general audio file umbrella product and the file formats would make up the individual products. It is a recommended best practice to begin by setting up the individual products before creating the umbrella product. 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.

Before setting up your umbrella products, ensure that you have performed the following:

·            Step 1: Setting Up System Types and Codes for Umbrella Products

·            Step 2: Adding the Product Review and Product Options Screens to your Personify360 Menu

·            Step 3: Defining Product Options and Choices for Inventoried Products (e.g., file format, language, etc.)

Once you are ready to set up umbrella products, perform the following actions:

·            Step 1: Creating a Individual DCD Product for an Umbrella Product

·            Step 2: Creating anUmbrella Product

·            Step 3: Assigning Individual Products to the Umbrella Product and Select Product Options and Choices

To search for umbrella products in Product Maintenance, enter "U" in Product Type field and click Search.