Defining Membership Product Components

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

With membership products, you may include complimentary meeting registrations, publications, subscriptions or merchandise. You can define multiple components that should automatically be provided with an order for this product. If you want only new members to receive the component, uncheck the Renewable checkbox on the Membership General Setup screen. If left unchecked, members will receive the components again when they renew.

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. A rate structure and rate code can be associated with a component product in the Membership and Subscription subsystems.

Components are always $0.

If you have a membership product with multiple rate codes defined (e.g., 1YR, 2YR, etc.) and you add Subscription (SUB) or Membership (MBR) component(s) to that membership product, you need to have the same term length as the main membership product; make sure that the component(s) you defined for the membership product have the same rate codes defined. If the rate codes are NOT the same, it will not display properly (e.g., if you have a SUB product with 2YEAR and a MBR product with 2YR rate codes, it will not work because the rate codes are NOT the same).

For example, you created a membership product to have the following rate codes defined: 1YR, 2YR, and 3YR. Next, you created a SUB product to be a component to that membership product. However, you only created a 1YR rate code for the 1YR for the component SUB product. From the New Member Join: Reviewing Membership Options or Renewing Membership Options controls on the web, when a web user selects the membership product and changes the rate code from the default of 1YR to 2YR, the rate code defined for the SUB product component does NOT get updated. The reason for this was because the SUB product component did not have rate codes defined for the 2YR and 3YR. In order to fix this issue, define rate codes for the 2YR and 3YR for the component SUB product.

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 Define the Product task category, click Define Components.
The Components screen displays, as shown below.

4.    Click Add Component.
The Generic Chooser displays.

5.    Select the appropriate product to add as a component.

Personify360 does NOT support adding an ADV product as a component of a MBR product.

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.