The components task defines products that should be included
with the active products at no additional charge. Any product in Personify can
be added a product component. Transactions and pricing will be at the master
product level not the component level. Packages cannot be added 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 sub line and is always $0.
Components added to Standing Order Products work
differently. The standing order product feature provides the business scenario
for having constituents prepay or reserve a set of products (components) that
will be manufactured in the future. An organization may offer a discount if
the constituent purchases a set of products in advance instead of purchasing
each individual product separately at full price. For example, the AOA could
offer to sell 5 years’ worth of CPT codes before they are written for a reduced
price. As each year’s codes are published, the component Standing Order Status
is set to Available. A process then is ran in Personify to set the Standing
Order Ship Date for each available component and to add each available
component to the constituents’ order that have purchased the set of code
books.
Pricing for Standing Order Products can be at the individual
component level or at the standing order product level. If the method is Product
Only, then Personify assumes the constituent will pre-pay for 5 years of
CPT Code books. If the method is set to Component Only, then Personify
assumes the constituent is just reserving the books, and will pay for the
standing order product when the components become available.
From Product Central either search or create a new
inventoried product. Under the Product Definition screen task category,
click the Define Components screen task. The Product Maintenance |
Components screen will appear.
1.
Click on the Add Component button from the Components section. This
displays the Product Chooser. Search for the product to be added as a
component.
2. From the component
detail, update the following pieces of information.
a. Quantity:
The number of components that will be added to the order when the order for
this product is created.
b. Waive
shipping: When checked, the component will not be included in any
calculation of shipping charges.
c. Use
Product Price: When checked, the component will be fulfilled at the
price of the standing order product.
d. Rate
Method: The rate method is either calculated or specific.
i. Calculated:
Calculated rate method will use the component.
ii. Specific:
Specific rate method will require the user to select a rate structure and rate
code.
3. Update the
standing order control information.
a. Standing
Order Status: Drop down defines whether the standing order is
available or unavailable. The process ran in Personify will only pick up
components if the status is available.
b. Standing
Order Ship Date: The read only field will show the date the component
was shipped.
4.
Save 
any changes you make to the components
section.