Defining Inventoried Product Components

This topic is specific to adding components to an individual INV product. For more information on standing order product components, please see Defining Standing Order Product Components.

This task defines products that should be included with the active products at no additional charge. Any product can be added as a product component. Transactions and pricing will be at the master product level, not at the component level. Packages cannot be included as a component.

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.

When a master product with a component is added to an order, the component is automatically added as a subline and is always $0.

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 Product Definition 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. 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. When you click Add Component, search for and select a product, the Product link is automatically populated with the selected product. Click the link to open the Choose Product screen and search for a new product.
Parent Product	Read-only. Automatically populated based on the selected product.
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 number of the components that will be added to the order PER ORDER LINE when an order for this product is created.
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. Structure that will be used on the order detail record created when the product is ordered. For an individual product, the rate structure selected here will not change the price of the component on the order, which will always be zero. For standing order products, typically this field is left blank.
Rate Code	Drop-down. The rate or price associated with the rate structure selected. For an individual product, the rate code selected here will not change the price of the component on the order, which will always be zero. For standing order products, typically this field is left blank.
Waive Shipping	Checkbox. When checked, this component will not be included in any calculation of shipping charges.
Active	Checkbox. When checked, indicates the component is active.
Members Only	Read-only. Disabled unless the selected product is members-only.