Once all individual products for the umbrella product have
been created, Personify will need the umbrella product setup and the individual
products assigned.
To create an umbrella product, from the main screen of
Personify, click on the Add New Product option.
Choose the Umbrella Products button. The Product
Maintenance | General Setup screen will appear.
1. Select the
proper Subsystem of “Inventoried Products”.
2. Update the Product
Code & Parent Product Code.
Product Codes will follow a naming
convention. Parent Product Codes will match the product code.
UMB_ProdCode_Dept_Lang(if
needed)_QTY###(if needed)
Example: UMB_PC3_MKT_QTY100
3. Update the Product
Name and Invoice Description. The product name should include any
unique qualifiers such as quantity about the product when selecting for an
umbrella product.
4. Update the Product
Sub-Title to match the Product Name & Invoice Description.
5. Update the
following information on the General Product Setup area below the sub-title.
a. Product
Type: The product type will automatically be updated as Umbrella.
b. Product
Class: Update the product class form the drop down menu.
c. Product
Status: Update the product status from the drop down menu.
d. Available
From and Available Thru Dates: 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.
6. Under the
Options sections, multiple checkboxes can be marked.
a. Master
Product – Indicates that the product is the master product.
b. 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.
c. Zero Price
– (NOT RECCOMENDED) 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.
d. Returnable
– (NOT RECCOMENDED) Indicates that
constituents can return the product.
e. Members
Only – (NOT RECCOMENDED) Indicates that the
product is only available to members of the primary level 1 membership group.
f. One
Price Only – (NOT RECCOMENDED)
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.
7. Once all changes
are made to the Umbrella Product general setup, click the save button. 