Configuring the Back Office Settings for the Product Detail Control

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.

·            Product Images

·            CE Credits

·            Product Title

·            Categorical Icons

·            Product Alerts

·            Downloading

·            Max Downloads

·            Downloads Allowed for

·            Access Available Until

·            Size

·            Items Expected to be in Stock

·            Available On

·            ISBN and Google Preview

·            Frequency

·            Format

·            Short Description

·            Includes

·            Additional Information

·            Details

·            Files

·            Premiums

·            Share

·            Read All Reviews

·            Write a Review

·            List Price

·            Member Price

·            Donation Amount

·            Strikethrough Pricing

·            Product Options and Choices

·            Quantity

·            Add to Cart

·            Donate Now

·            Save for Later

·            Place Back Order

·            I want to Automatically Renew My Membership

·            Member Savings Message

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

Product Images

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

·       Defining Membership Product Online Store Listing Images

·       Defining Meeting Product Online Store Listing Images

CE Credits

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.

Product Title

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

·       Defining General Membership Product Information

·       Defining General Meeting Product Information

Categorical Icons

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.

Product Alerts

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.

Downloading

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.

Max downloads

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.

The "Max Downloads" number is only displayed at the ECD/DCD product level, not at each individual file level. It is assumed that an organization has the same setup for all files included in an ECD product.

For more information, please see Uploading DCD Files.

Access allowed for

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.

Access Available Until

ECD

As of 7.6.1, the Access Available Until label displays the Available To date of the digital content.

Size

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.

Item expected to be in stock

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.

Available On

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.

ISBN and Google Preview

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.

Google Books respects the user's local copyright restrictions, and as a result, previews or full views of some books are not available in all locations. For more information, please see https://developers.google.com/books/docs/dynamic-links#terminology.  

As of 7.5.0, the Google Preview option cannot be configured for umbrella products.

For more information, please see:

·       Defining General DCD Information

·       Defining an Individual Inventoried Product

Frequency

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.

Format

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.

Short Description

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

·       Adding a Membership Product Brief Description

·       Adding a Meeting Product Brief Description

Includes

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.

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.

For more information, please see:

·       Defining Certification Product Components

·       Defining Miscellaneous Product Components

·       Defining Inventoried Product Components

·       Defining Package Components

·       Defining Membership Product Components

·       Defining Meeting/Session Product Components

Additional Information

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

·       Defining Membership Product Related Files

·       Defining Meeting 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

·       Defining Membership Product Related Customers

·       Defining Meeting Product Related Customers

Details

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

·       Adding a Membership Product Long Description

·       Adding a Meeting Product Long Description

Files

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.

Premiums

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

Share

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.

  

Read All Reviews

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 CRT Product Review

·       Managing DCD Product Reviews

·       Managing INV Product Reviews

·       Managing SUB Product Reviews

·       Managing MBR Product Reviews

Write a Review

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.

List Price

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.

The list price defined for the product will also display on the product listing in e-Business, unless the product has a Product Type of "Umbrella".

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.

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

The price of PCK products is defined at the product component level. For more information, please see Packages Overview.

Member Price

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.

The member price defined for the product will also display on the product listing in e-Business, unless the product has a Product Type of "Umbrella".

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.

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

The price of PCK products is defined at the product component level. For more information, please see Packages Overview.

Donation Amount

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.

FND products must have the “Allow Price Update” checkbox checked on the General Setup screen in Product Maintenance so that donors can enter an alternate amount. For more information, please see Defining General Fundraising Gift Information.

Strikethrough Pricing

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.

Product Options and Choices

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

·       Creating DCD Umbrella Products

·       Creating Subscription Umbrella Products

Quantity

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.

All quantity based discounts that have been defined for an inventory product will display. As a best practice, only define a few discounts to limit those that display.

Add to Cart

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.

There are only three options that display in this window: View Cart, Checkout, and Close. View cart redirects web users to their shopping cart. Checkout redirects web users to the checkout page. Close returns the web user to the page he/she was just on and does NOT add the product to his/her shopping cart. Usability studies find that consumers do not like to be put back in the "catalog". As a best practice, we recommend to leave them on the product detail page. These options tested well in our usability testing. However, if you do wish to change the verbiage on this window, such as changing "Close" to "Continue Shopping", it is a minor customization.

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

·       Defining Membership Product eBusiness Control

·       Defining Meeting Product eBusiness Control

Donate Now

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.

Save for Later

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.

Place Back Oder

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.

I want to automatically renew my membership

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’.

Member savings message

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.

If a product is "free", the member savings message does not display on the Product Details page. In addition, it does not display if your web user purchases a DCD/ECD product, is a member, and is logged into your website.