Miscellaneous Products on the Web

If desired, customers can purchase miscellaneous products online through the e-Business website. In order to make your MISC product available for purchase via your e-Business site, the Product Status on the General Setup screen must be “Active”, the "Web Enabled Rate" checkbox on the Rates and Pricing screen must be checked for at least one rate code, and you need to set up an associated “Active” e-Business Control.

 

The e-Business Links section of the task bar includes the following screens for configuring miscellaneous products for purchase from your e-Business site:

·            eBusiness Control

·            Brief Description

·            Long Description

·            Online Store Listing Images

·            Search Engine Optimization

·            Related Links

·            Related Roles

Currently, Mobile Control has only been implemented for INV, MTG, and FND products. For more information, please see Back Office Configuration Options for Mobile. Additionally, Related Links have only been implemented for MTG products. For more information, please see Defining Meeting Product Related Links.

Customer Impact

After setting up a MISC product to display on the web, your web users will see the product detail page similar to the one displayed below.

 

On the MISC product detail page in e-Business, the information that can be displayed if setup is listed in the chart below.

Screen Element Description
Images If images have been defined for the product on the Online Store Listing Images screen, the product images will display on the MISC product detail page, as shown below. For more information, please see Defining Miscellaneous Product Online Store Listing Images.
MISC Product Title

The product Invoice Description defined on the General Setup screen displays as the product title on the MISC product detail page, as shown below.

Categorical Icons A MISC product may qualify for a number of categorical icons. Categorical icon images are defined at the product class and product category level in System Types and Codes. A product can only have one product class, defined on the General Setup screen in Product Maintenance. A product can have many product categories, defined on the Search Categories screen in Product Maintenance. For more information, please see Configuring Categorical Iconography.

The appropriate categorical icon defined for the product will also display on the product listing in e-Business.

Product Alerts

If the MISC product qualifies for one or more of the following, the appropriate product alert(s) will display on the product listing and product detail pages:

  • MEMBERS ONLY – displays if the "Members Only" checkbox is checked on the General Setup screen.
  • NO LONGER AVAILABLE – displays if the Product Status on the General Setup screen is set to "C" or "D".

 

CE Credits

As of 7.5.0, if a continuing education credit is added to the product and the product has been defined to display on the web, the CE ribbon will display on the top, right of the product image in the product listing and product detail pages on the web, as shown below.

 

Please note that only one CE credit type ribbon and amount will be displayed on the top, right of the product image. The CE credit type to be displayed will be selected based on the lowest Display Order of the codes defined for the non-fixed TRN "CE_CREDIT_TYPE" system type. For example, if the "CEU" code defined for the "CE_CREDIT_TYPE" system type has a display order of "0" and the "CLE" code has a display order of "1", and both credits have been defined for the product, the CEU credit will display on the top, right of the product image on the web.

 

If more than one CE credit type exists with the lowest display order (e.g., "CEU" and "CLE" both have a display order of "0"), then the CE credit type will be selected based on alphabetic sort in ascending order. The following code is used to select the CE credit:

 

Select Top 1 App_Code.CODE + “ “ + Product_Education.CE_CREDITS

From App_Code,

Product_Education

Where App_Code.TYPE = ‘CE_CREDIT_TYPE’

And App_Code.SUBSYSTEM = ‘TRN’

And App_Code.ACTIVE_FLAG = ‘Y’

And App_Code.AVAILABLE_TO_WEB_FLAG = ‘Y’

And App_Code.CODE = Product_Education_CE.CE_CREDIT_TYPE_CODE

Order by App_Code.DISPLAY_ORDER, App_Code.CODE

 

As of 7.5.1, additional CE credits defined for the product will display in the Credits section, as highlighted below.

Only codes defined for the "CE_CREDIT_TYPE" system type with the Available to Web checkbox will display in this section.

For more information, please see Defining Miscellaneous Product Education Information.

Description If a brief description has been defined for the product on the Brief Description screen, the description will display below the product name on the MISC product detail page, as shown below. For more information, please see Adding a Miscellaneous Product Brief Description.
Includes If any components have been defined for the product on the Components screen, the list of components will display on the MISC product detail page. For more information, please see Defining Miscellaneous Product Components.
Additional Information 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 MISC product detail page, as highlighted below. For example, if a product has a extensive description PDF, a link to the PDF 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 Miscellaneous Product Related Files.
If any related customers have been defined for the product on the Related Customers screen, the linked customers will display on the MISC product detail page. For example, if a consultant is added for a consultation product fee, the consultant'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. For more information, please see Defining Miscellaneous Product Related Customers.

   
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 the customer's contact information must be marked as "Include in Web/Mobile Directory" on the Contact Information screen in CRM360. The title of the pop-up window is based on the "Relationship Type" selected for the related customer on the Related Customers screen.
Details If a long description has been defined for the product on the Long Description screen, the description will display below the product name on the MISC 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 Miscellaneous Product Long Description.

Right Navigation

Share If the following options are selected when configuring the Product Detail control, the appropriate "share" icons will display on the MISC product detail page, as shown below. For more information, please see Configuring the Web Settings for the Product Detail Control.
List Price If a rate structure of "list" has been defined for the product, the "List Price" will display on the MISC 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, 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 Miscellaneous Product Rates and Pricing.

The list price defined for the product will also display on the product listing in e-Business.

Member Price

If a rate structure of "member" has been defined for the product, the "Member Price" will display on the MISC 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, 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 Miscellaneous Product Rates and Pricing.

The member price defined for the product will also display on the product listing in e-Business.

Quantity 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.

 
**Add info on quantity discounts
Add to Cart If the "Allow Purchase from the Web" checkbox is checked on the eBusiness Control screen, the "Add to Cart" button will display on the MISC product detail page, as shown below.
Save for Later 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.
Member savings message

For a web user who is logged into your website but is NOT member of your organization, the control displays how much money he/she could save by becoming a member, as shown below. 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.

   
For more information, please see the Configuring the Shopping Cart Savings Control.