Defining General DCD Product Information
DCD products are digital products that can be purchased and
downloaded by customers via the website. From the General Setup screen in
Product Maintenance, you can begin creating your DCD product.
To create a DCD product:
1. From the Start
screen, select Products > Product Central. The Product
Maintenance screen displays.
2. Click Create
New Product. The Select a Product area screen displays.
3.
Click Digital Products, as highlighted below.
4. Enter the Product
Code in the text box. The Parent Product defaults to the same value.
5. Enter the Product
Name. The Invoice Description defaults to the same value.
6. Select the Product
Type from the drop-down.
7. Select the Product
Class from the drop-down.
8. Select the Product
Status from the drop-down.
9. Select the Currency
Code from the drop-down.
10. Select the Available
from date.
This date determines when the
product becomes “Active” making it available for purchase from the back office.
11.
If necessary, select the Available thru date. This date determines when
the product is no longer available for sale.
12.
In the Options section, select the applicable checkboxes:
Master Product: Checkbox. This indicates
that the product is the master product. When unchecked, it implies that the
product cannot be entered directly without already having another product with
the same parent product but different product code. The checkbox defaults to
check when the product code and parent product code are identical.
Available to Order: Checkbox. This indicates
that the product can be ordered and that the product is available for
independent sale. Some products may only exist for use as components to other
products.
Returnable: Checkbox. This indicates that
customers can return the product.
Members Only: Checkbox. Sets that only
members can buy this subscription product. Only pertains to current active
members. As of Personify 7.5.0, if this product is active, has been setup to
display on the web, and this checkbox is checked, the "MEMBERS ONLY"
product alert will display on the Product Listing and Product Detail pages on
the web for this product, as shown below.
One Price Only: Checkbox. When checked,
indicates 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 this checkbox is checked. When unchecked,
indicates the rate structures apply to the price of the product.
Allow Price Update: Checkbox. If this
checkbox is selected, the Unit Price field is editable on the Order Entry
screen and the Line Item Details screen.
If the price of the product is $0 and this checkbox is
selected, the Line Status will default to Proforma regardless of the Org Unit
Line Status default. The system assumes that the price will be manually
changed.
A debit/credit memo will NOT be created when the price is
adjusted if this checkbox is checked. When unchecked, the price of the item
can still be changed during order entry. However, the system will record a
debit/credit memo for the adjustment, resulting in a separate financial
transaction.
13.
If necessary, enter the ISBN number.
14.
Click Save. 