To setup a product for purchase on the web:
1. From the Personify360
main toolbar, select Products > Product Central.
The Product Maintenance search screen displays.
2. Create a new product
or search for an existing one.
The Product Maintenance screen displays.
For more
information, refer to: Creating
a Certification Product, Creating
a DCD Product, Creating
a Fundraising Gift, Creating
an Inventory Product, Creating
a Meeting Product, Creating
a Membership Product, Creating
a Miscellaneous Product, Creating
a Package Product, Creating
a Subscription Product, Creating
a Transcript Product, or Creating
an Umbrella Product.
3. From the eBusiness
Links task category, click eBusiness Control.
The eBusiness Control screen displays.
4. Click Add eBusiness Control.
5. From the Display Settings section, make sure the following is defined in order for the product to display on the web:
a. By default, when you click
"Add eBusiness Control", the Display
on Web checkbox is checked.
Uncheck this checkbox if you do NOT want this product to display on the
web.
In order
for the product to display on the web, it MUST be web enabled.
b. Select the dates in which you want the product to display on the web from the Web Display Dates drop-down. From the first drop-down, specify the date on which you would like the product to begin displaying on the web. Optionally, from the second drop-down, specify the date on which you would like the product to stop displaying on the web.
6. On the product detail page in e-Business, the following is information that can be displayed if setup is listed in the table below: Please note that some information displayed is specific to the subsystem of the product being displayed.
· Size
· Items Expected to be in Stock
· Format
· Includes
· Details
· Files
· Premiums
· Share
· Quantity
· I want to Automatically Renew My Membership
In
order for a change or update you made to data in the back office be reflected
on the web for the Product Detail control, you will have to log out or
close ALL of your current browsers and start a new session. For more information,
refer to Clearing Cached
Data on the Web.
Screen Element |
Subsystem |
Description |
---|---|---|
CRT, MISC, ECD, FND, INV, SUB, PCK, MBR, MTG |
If images have been defined for the product on the Online Store Listing Images screen in Product Maintenance, the product images will display on the product detail page, as shown below.
For more information, please see: · Defining Certification Product Online Store Listing Images · Defining Miscellaneous Product Online Store Listing Images · Defining DCD Product Online Store Listing Images · Defining Fundraising Gift Online Store Listing Images · Defining Inventoried Product Online Store Listing Images · Defining Subscription Product Online Store Listing Images · Defining Packages Online Store Listing Images |
|
CRT, MISC, DCD/ECD, FND, INV, SUB, MBR, MTG |
If CE credits have been defined for a product on the Transcript Link screen in Product Maintenance, the CE credit ribbon will display on top of the product image on the product detail page, as shown below. Additionally, as of 7.5.1, if CE credits have been defined for the product, the Credits section will display all credits defined for the product.
For more information, please see CE Credit Ribbons. |
|
CRT, MISC, ECD, FND, INV, SUB, PCK, MBR, MTG |
The product Invoice Description defined on the General Setup screen in Product Maintenance displays as the product title on the product detail page, as shown below.
For more information, please see: · Defining General Certification Product Information · Defining General Miscellaneous Product Information · Defining General DCD Product Information · Defining General Fundraising Gift Information · Defining General Inventoried Product Information · Defining General Subscription Product Information · Defining General Package Information |
|
CRT, MISC, ECD, FND, INV, SUB, PCK, MBR, MTG |
As of 7.5.0, unique icons can be defined for certain categories of products to display in your online store, as shown below. For more information, please see Configuring Categorical Iconography. |
|
CRT, MISC, ECD, INV, SUB, PCK, MBR, MTG |
As of 7.5.0, product alert messages will display on the Product Listing, Product Detail, Event Calendar, Shopping Cart, and Checkout pages in e-Business for products that qualify, as shown below.
For more information, please see Configuring Product Alerts. |
|
ECD |
As of 7.6.1, the Downloading label displays the access rights available to the constituent in regards to downloading the digital content. If the digital content for the product has the Download checkbox checked, the value of the label will display as Allowed. If the Download checkbox is unchecked, the value of the label will display as Not Allowed. |
|
ECD |
If the product has been defined to limit the number of times a user can download the electronic/digital content, the maximum number of downloads defined on the DCD Downloads Files screen in Product Maintenance display on the DCD/ECD product detail page, as shown below.
If this value is null, "Unlimited Downloads" will display, as shown below.
For more information, please see Uploading DCD Files. |
|
ECD |
If the product has been defined to limit the number of times a user can access the electronic/digital content, the length of time that the user can download the files defined on the DCD Downloads Files screen in Product Maintenance displays on the DCD/ECD product detail page, as shown below.
For more information, please see Uploading DCD Files. |
|
ECD |
As of 7.6.1, the Access Available Until label displays the Available To date of the digital content. |
|
ECD |
As of 7.6.1, the ability to display the size of the digital content for a DCD product has been added. Given that the digital content has a value defined for Size within the back office setup, the digital content will display in the Files section with an indication of the size, as shown below. |
|
INV |
If the INV product is out of stock (i.e., the Available Quantity is 0), and if the Next Inventory Arrival date on the General Setup screen is a day in the future, the system will display [“Item expected to be in stock “ + Inv_Product. NEXT_INVENTORY_RECEIPT_DATE] on the INV product detail page.
For more information, please see Defining an Individual Inventoried Product. |
|
INV, ECD |
If a "Pre-Order Available" date has been selected on the General Setup screen, the "Available On" date will display on the INV product detail page, as shown below.
For more information, please see Defining an Individual Inventoried Product.
If a "Pre-Order Available" date has been selected on the General Setup screen, the "Available On" date will display on the ECD product detail page, as shown below. |
|
ECD, INV |
If an ISBN number has been defined for the product on the General Setup screen in Product Maintenance, the ISBN number will display on the DCD/ECD product detail page, as well as the Google Preview button, as shown below. When the web user clicks the Google Preview button, the system will pass this ISBN number to Google's book preview utility to display additional details about the electronic book.
For more information, please see: |
|
SUB |
The frequency selected on the General Setup screen displays on the SUB product detail page, as shown below.
For more information, please see Defining General Subscription Product Information. |
|
SUB |
If the "Print Edition" and/or "Digital Edition" checkboxes are checked on the General Setup screen, the corresponding text displays on the SUB product detail page, as shown below.
For more information, please see Defining General Subscription Product Information. |
|
CRT, MISC, ECD, FND, INV, SUB, PCK, MBR, MTG |
If a brief description has been defined for the product on the Brief Description screen in Product Maintenance, the description will display below the product name on the product detail page, as shown below.
For more information, please see: · Adding a Certification Product Brief Description · Adding a Miscellaneous Product Brief Description · Adding a DCD Brief Description · Adding a Fundraising Gift Brief Description · Adding an Inventoried Product Brief Description · Adding a Subscription Product Brief Description · Adding a Package Brief Description |
|
CRT, MISC, INV, PCK, MBR, MTG |
If any components have been defined for the product on the Components screen in Product Maintenance, the list of components will display on the product detail page.
For more information, please see: · Defining Certification Product Components · Defining Miscellaneous Product Components · Defining Inventoried Product Components |
|
CRT, MISC, DCD, FND, INV, SUB, MBR, MTG |
If any related files have been defined for the product on the Related Files screen, the list of attachments will display in the Additional Information section on the product detail page, as highlighted below. For example, if a transcript is added for a narrated CD, a link to the transcript will display in the Additional Information section. The label for this item in the Additional Information section will be based on the "File Type" selected for the related file, the name of file will be based on the "Display Name", and the "Description" of the file also displays.
For more information, please see: · Defining Certification Product Related Files · Defining Miscellaneous Product Related Files · Defining DCD Product Related Files · Defining Fundraising Gift Related Files · Defining Inventoried Product Related Files · Defining Subscription Product Related Files |
|
CRT, MISC, DCD, FND, INV, SUB, MBR, MTG |
If any related customers have been defined for the product on the Related Customers screen, the linked customers will display on the product detail page. For example, if a narrator is added for a instructional CD, the narrator's name will display in the Additional Information section. The label for this item in the Additional Information section will be based on the "Relationship Type" selected for the related customer.
If the related customer has been defined to "Include Profile in Web/Mobile Directory" on the Name Details screen in CRM360®, the customer's name will display as a hyperlink. Web users can click the hyperlink to open a pop-up window to display more detail about the customer, including name, contact information, and biography, as shown below. Please note that each of the customer's communication records must be marked as "Include in Web/Mobile Directory" on the Contact Information screen in CRM360 in order to display on this pop-up window. The title of the pop-up window is based on the "Relationship Type" selected for the related customer on the Related Customers screen.
For more information, please see: · Defining Certification Product Related Customers · Defining Miscellaneous Product Related Customers · Defining DCD Product Related Customers · Defining Fundraising Gift Related Constituents · Defining Inventoried Product Related Customers · Defining Subscription Product Related Customers |
|
CRT, MISC, ECD, FND, INV, SUB, PCK, MBR, MTG |
If a long description has been defined for the product on the Long Description screen in Product Maintenance, the description will display below the product name on the product detail page. The control will display 300 character of the long description and a link to "View More" if necessary, as shown below.
For more information, please see: · Adding a Certification Product Long Description · Adding a Miscellaneous Product Long Description · Adding a DCD Long Description · Adding a Fundraising Gift Long Description · Adding an Inventoried Product Long Description · Adding a Subscription Product Long Description · Adding a Package Long Description |
|
ECD |
If any files have been uploaded for the product on the DCD Download Files screen, the list of "Files" will display on the DCD/ECD product detail page. The "Document Title" defined on the DCD Download Files screen displays, along with a "More Information" link, which opens a pop-up displaying the "Description" defined on the DCD Download Files screen.
For more information, please see Uploading DCD Files. |
|
FND |
If any components have been defined for the gift on the Components screen, the list of components will display in the "Premiums" section on the FND product detail page.
For more information, please see Defining Fundraising Gift Components. |
|
Right Navigation |
||
CRT, MISC, ECD, FND, INV, SUB, PCK, MBR, MTG |
If the appropriate options are selected when configuring the Product Detail control, the corresponding "share" icons will display on the product detail page, as shown below. For more information, please see Configuring the Web Settings for the Product Detail Control.
|
|
CRT, ECD, INV, SUB, PCK, MBR |
If the Product Review .NET web control has been properly configured, the "Read All Reviews" link will display on the product detail page, as shown below. For more information, please see Configuring the Product Review Control.
Once a product has been rated, you can review the comments and ratings via the Product Review screen. For more information, please see: · Managing DCD Product Reviews · Managing INV Product Reviews |
|
CRT, ECD, INV, SUB, PCK, MBR |
If the Create Product Review .NET web control has been properly configured, the "Write a Review" link will display on the product detail page. For more information, please see Configuring the Create Product Review Control. |
|
CRT, MISC, ECD, FND, INV, SUB, MBR, MTG |
If a rate structure of "list" has been defined for the product, the "List Price" will display on the product detail page, as shown below. If the "Show as Web Sale Price?" checkbox is checked and a value is entered in the "Strikethrough Price" field on the Rates and Pricing screen in Product Maintenance, that price will display as a strikethrough and the list rate will display as a red sale price, as shown below.
For more information, please see: · Defining Certification Product Rates and Pricing · Defining Miscellaneous Product Rates and Pricing · Defining DCD Product Rates and Pricing · Defining Fundraising Gift Amounts · Defining Inventoried Product Rates and Pricing · Defining Subscription Product Rates and Pricing · Defining Membership Product Rates and Pricing · Defining Meeting Product Rates and Pricing
|
|
CRT, MISC, ECD, FND, INV, SUB, MBR, MTG |
If a rate structure of "member" has been defined for the product, the "Member Price" will display on the product detail page. If the web user is logged into the site and is a member, the price will display as "Your Price", as shown below. If the "Show as Web Sale Price?" checkbox is checked and a value is entered in the "Strikethrough Price" field on the Rates and Pricing screen in Product Maintenance, that price will display as a strikethrough and the member/your rate will display as a red sale price, as shown below.
For more information, please see: · Defining Certification Product Rates and Pricing · Defining Miscellaneous Product Rates and Pricing · Defining DCD Product Rates and Pricing · Defining Fundraising Gift Amounts · Defining Inventoried Product Rates and Pricing · Defining Subscription Product Rates and Pricing · Defining Membership Product Rates and Pricing · Defining Meeting Product Rates and Pricing
|
|
FND |
The donation amount options that displays are based on the “Donation Amount” configuration parameter in the control settings for the Product Detail control. For more information, please see Configuring the Web Settings for the Product Detail Control.
Alternatively, you can enter “Enter Donation Amount” in the Donation Amount configuration parameter to display only web-enabled list prices defined for the fundraising product.
|
|
CRT, MISC, ECD, FND, INV, SUB, MBR, MTG |
Strikethrough pricing is an effective way to display sales and promotions on the web. For example, $20.00 $45.00. In this example, the stricken price is the original price of the product and $20.00 is the new price. The product listing and product detail controls will display the strikethrough pricing for products in which strikethrough pricing was setup.
For more information, please see Configuring the Back Office Settings for Strikethrough Pricing. |
|
INV, ECD, SUB |
If the product has a Product Type of "Umbrella" and the appropriate product options and choices have been defined for the individual products, the product options and choices will display on the product detail page, as shown below.
Umbrella products can only be created for the INV, ECD, and SUB subsystems. For more information, please see: · Creating Inventoried Umbrella Products |
|
CRT, MISC, ECD, INV, SUB, PCK, MBR, MTG |
The quantity field allows web users to enter the number of products they want to receive, as shown below. This update edits the Order_Detail.ORDER_QTY.
As of 7.5.0 if a product discount has been defined based on quantity, the quantity discount breakdown will display on the product detail page in e-Business, as highlighted below. Currently, quantity discounts are limited to the inventoried products and meeting products subsystems only. For more information, please see Creating a Discount.
|
|
CRT, MISC, ECD, FND, INV, SUB, PCK, MBR, MTG |
If the "Add to Cart" checkbox is checked on the eBusiness Control screen, the "Add to Cart" button will display on the product detail page, as shown below.
When the web user clicks the Add to Cart button, the Item(s) Added to Your Shopping Cart window displays, as show below.
For more information, please see: · Defining Certification Product eBusiness Control · Defining Miscellaneous Product eBusiness Control · Defining DCD Product eBusiness Control · Defining Fundraising Gift eBusiness Control · Defining Inventoried Product eBusiness Control · Defining Subscription Product eBusiness Control · Defining Packages Online eBusiness Control |
|
FND |
If the "Add to Cart" checkbox is checked on the eBusiness Control screen, the "Donate Now" button will display on the FND product detail page, as shown below.
For more information, please see Defining Fundraising Gift eBusiness Control. |
|
CRT, MISC, ECD, FND, INV, SUB, PCK, MBR, MTG |
The "Save for Later" button on the product detail page allows the web user to add a product to their shopping cart in the Saved for Later section, as shown below. |
|
INV |
If the "Allow Back Order' checkbox is checked on the General Setup screen for an INV product, the "Place Back Order" button will display on the product detail page, as shown below.
For more information, please see Defining an Individual Inventoried Product. |
|
MBR, SUB |
When this checkbox is checked on the SUB product detail page and the subscription order is created, Order_Detail.AUTO_PAY_METHOD_CODE is set to ‘CC’, a record is created in Order_Detail_CC_Info for the credit card used to pay for the subscription (the token is stored), and Order_Detail. RENEW_TO_CC_FLAG is set to ‘Y’. |
|
CRT, MISC, ECD, INV, SUB, PCK, MBR, MTG |
For a web user who is not a member of your organization and is logged into your website, the screen displays similar to what is shown below. This screen ONLY displays when the web user just qualifies for the list rate and the product has a member rate defined. In order for a product to have a member rate defined, the Member Price checkbox MUST be checked in the back office on the Rate Structure Maintenance (ORD000) screen. See Defining Rate Structures for more information. Additionally, a link displays that redirects web users to the membership join page. From there, the web user can proceed through the membership join process in order to become a member of your organization.
For a web user who is NOT logged into your website, the control displays how much money he/she could save by becoming a member AND offers the web user the option of logging into your website to see if he/she qualifies for a lower rate. If not, he/she is able to click the "Join" link and proceed through the membership join process. In addition, this screen ONLY displays when the web user just qualifies for the list rate and the product has a member rate defined. In order for a product to have a member rate defined, the Member Price checkbox MUST be checked in the back office on the Rate Structure Maintenance (ORD000) screen. See Defining Rate Structures for more information.
For a web user who is a member of your organization
and is logged into your website, the screen displays similar to
what is shown below, as long as the savings is greater than zero.
The savings amount that displays is calculated using the following
formula: Savings = List Price
– Min Price (your price or member price). This way it will always
calculate the actual saving for the web user. In addition, the
system can be configured for multi-level member savings (e.g.,
member, VIP, and Student). See Defining
Rate Structures for more information.
For more information, please see the Configuring the Web Settings for the Product Detail Control.
|