Package Components

Components

Once the package product is created, one or more products or other package products can be added as components to the package.  When the package is added to an order, separate order lines are created as sub-product order lines for each package component.

Should revenue need to be recognized form a bundle of products, each bundle should be created as a package.  Unlike components, each detail included in a package is priced at the product level.

From Product Central either search or create a new package product.  Under the Product Definition screen task category, click the Define Components screen task.  The Product Maintenance | Components screen will appear.

1.    From the Components section, click on the Add Component button and this will launch the Product Chooser.  To maintain a package and its components, use the Delete Component, Move Up and Move Down buttons.

 

2.     After searching and choosing a component to add to the package product, update the Component Detail information.

a.    Quantity:  Update the quantity of the component that should be included.

b.    Rate Method:  Method for determining the rate when pricing and transactions are maintained at the package component level.

                                          i.    Calculated:  The system will automatically calculate pricing based upon the rate structure and rate code for which the customer qualifies.  This allows the pricing to be determined based upon the customer (member or non-member)

                                         ii.    Specific:  The system will return pricing based upon the specified rate structure and specified rate code.  For example, this option can be used to give a customer member pricing even though they are not an active member yet.

c.    Waive Shipping:  When checked, the component will not be included in any calculation of shipping charges.

3.    Update the Rate Structure and Rate Code ONLY if the rate method is set to Specific.

4.    Continue to add the needed components to the Package product.  Once complete, save  any changes made.

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