Standing order products do not actually exists except as a
device to hold products to be fulfilled as they become available. The real product
associated with a standing order is the components.
From the home screen on the Product section, click on the Add a new
Product.
The Create New Product screen will display, select Inventoried
Products.
1. The Product Maintenance | General Setup screen will
display. The Subsystem is preset to Inventory Products. Update the Product
Code and Parent Product. Product Codes will follow the same naming
convention.
ProdCode_Dept_Lang (if needed)
Example: ST-0_mkt
2. Update the Product Name. Invoice description
will default to be the same, but can be changed if needed.
3. Update the Product Sub-Title. This is used
optionally on the web.
4. Update the Product Type to be Inventoried
5. Update the Product Class.
6. By default, the Product Status is Active.
Update the status to be inactive if the product will never be sold again.
7. Update the Available From & Available
Thru dates. If the product is on a campaign, and only available between a
set of dates, use the from and thru fields to maintain window when the item is
available for backorder sales.
8. Inventory Products come with options. These options
determine how the inventoried product will interact with Personify both back
office and on the web. Check the boxes that apply.
-
Master Product – Indicates that the product is the
master product.
-
Available to Order – Indicates that the product can
be ordered and that product Available from date is greater than or equal to
today. Some products may only exist as components of another product and
cannot be sold individually.
-
Zero Price – When checked, this indicates that the
product is available for $0. This allows you to validate the product without
entering GL Account information. A default rate must be chosen.
-
Returnable – Indicates that constituents can return
the product.
-
Members Only –Indicates that the product is only
available to members of the primary level 1 membership group.
-
One Price Only – Indicates that pricing cannot be
targeted solely to one rate structure and all rate structures receive the same
price. Processing time is quicker when the product is available to all
purchasers and checked. When it is unchecked, then the product relies on the
rate structure.
9. In the Inventory
Products section of the general setup, enter the information as needed. Since
Standing Order Products are not inventoried, then the only update needed is to
the Pricing Method. Select this from the drop down menu.
a. Product
Only: All pricing and accounting is performed from the standing order
product.
b. Component
Only: All pricing and accounting is performed form each component product.
10. Save 
any changes
made to the general product setup screen.