Defining an Inventoried Product to Display on the Web

The e-Business Control screen allows you to specify the products that members and other customers can purchase on the company website.

To set up the e-Business control:

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 eBusiness Links task category, click eBusiness Control.
The eBusiness Control screen displays, as shown below.

4.    Click Add eBusiness Control.

5.    From the Display Settings section, define the following information:

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.

b.    By default, when you click "Add eBusiness Control", the Allow Purchase from the Web checkbox is checked. If you want to display the product on the web, but not allow customers to add the product to their shopping cart, uncheck this checkbox.

c.    Check the Allow Bill-Me checkbox if you would like to enable the “Bill-Me” feature, which allows web users to buy a product and not pay for it before logging out. If checked, the web user will receive an invoice for payment. See the Bill-Me Later Overview section for more information.

d.    As of 7.5.0, if the product has been defined to allow back orders and if you want this product to display on the web even when the available quantity reaches zero, check the Display Out-of-Stock on Web checkbox.
If the "Default Display Out-of-Stock Items" checkbox was checked on the Inventory Parameters screen in Organization Unit Maintenance, this checkbox will be checked by default, but can be changed. For more information, please see Defining Organization Unit Inventory Parameters. If the "Allow Back Order" checkbox is unchecked on the General Setup screen, this checkbox will be disabled. For more information, please see Defining an Individual Inventoried Product. If the product is out of stock (Available quantity defined on the Inventory screen = 0), the Allow Back Order checkbox on the General Setup screen is NOT checked, and this checkbox is checked, the "OUT OF STOCK" product alert will display on the Product Listing and Product Detail pages on the web for this product, as shown below.

e.    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.

f.      If necessary, enter the organization’s optional product-specific URL in the Product URL field.
The maximum number of characters that you can enter for this field is 150. If you enter more than 150 characters for this field, it will NOT display on the web. If you need to increase the limit, in your installation in the URL user defined data type, increase the varchar limit. Please note that when you upgrade, the altered user defined data type may revert back to 150.
When defined, on the web, when a web user clicks a product's hyperlink, depending on what page he/she is on, the following occurs:

·            If the web user is on the Checkout page, Shopping Cart page, or Order Summary page and clicks a product's hyperlink or image, a new tab opens in your web user's browser with the URL defined in this field.

·            If the web user is on the Full Product Listing page and clicks a product's hyperlink, he/she is redirected to the Product Detail page.

g.    Select the Web Shipping Message that will display to your customers to indicate the estimated shipping time.
The message selected for this field will display below the description on the Product Detail page and above the "Additional Information" in the header. If this value is "null", the extra line spaces will be suppressed on the Product Detail page and in the header. The web-shipping message only displays on the Product Detail page and in the header for SUB and INV products. Values in the drop-down are populated based on the codes defined for the non-fixed INV "WEB_SHIPPING_MESSAGE" system type. See System Types and Codes for more information.

h.    As of 7.5.0, enter the available quantity inventory level at which web users will see the “Limited Quantity Available” badge on the web in the Limited Qty Threshold field.
If an amount was defined in the "Default Limited Quantity Threshold" field on the Inventory Parameters screen in Organization Unit Maintenance, that amount will default into this field, but can be changed. For more information, please see Defining Organization Unit Inventory Parameters. If the Available quantity defined on the Inventory screen is less than or equal to the Limited Quantity Threshold here, the "ONLY [n] AVAILABLE" product alert will display on the Product Listing and Product Detail pages on the web for this product, as shown below.
 

i.      Check the Display Shipping Options at Checkout checkbox if on the web you want your customers to be able to see their different shipping options. See the Shopping Cart and Checkout section for more information.

j.      Check the Allow Group Purchase checkbox if you would like a group manager to be able to purchase this product for a group on the web. See the Enabling an Inventoried Product for Group Purchase section for more information.

This flag will default when creating any new product except for the following products: membership, fundraising, and umbrella. If you have existing products and decide to use corporate and staff management, you will need to enable this flag for group purchases.

6.    From the Promotional Settings section, define the following information:

a.    Check the Featured Product checkbox if you want to feature this product on the web.
Featured products display in the Promotional Products Featured control, as shown below. For more information, please see Configuring the Promotional Products Featured Control.

b.    Select the dates in which you want the product to display as a featured product on the web from the Featured Product Dates drop-down. From the first drop-down, specify the date on which you would like the product to begin displaying as a featured product on the web. Optionally, from the second drop-down, specify the date on which you would like the product to stop displaying as a featured product on the web.

c.    If this product is part of an umbrella product, enter the Sort Order in which you want this product to display. Products with the lowest sort order will display first.

d.    Enter the Twitter Hashtag you want to display when a user shares their purchase.
The Twitter feed displayed is based on the value you enter in this field. The value can either be simple text (e.g., "Twitter"), a hashtag (e.g., "#Twitter"), or a handle (e.g., "@Twitter").

7.    The Brief Description Text field is read-only. For more information, please see Adding an Inventoried Product Brief Web Description.

8.    The Long Description Text field is read-only. For more information, please see Adding an Inventoried Product Long Web Description.

To view your product setup summary:

1.    Click the Setup Summary tab.
The following screen will display:|

2.    This screen will display the following relationships:

·            Product Relationships

·            Customer Relationships

·            Role Relationships

3.    Additionally, the following items will display:

·            Categories

·            Related Files

·            Promotional Pricing