The inventory products subsystem can have a lot of moving parts. This overview will take users through the setup of the software required to create, manage, and sell any intellectual property through the back office of Personify or an online eCommerce website like the Marketplace. Participants are encouraged to take this course if they are interested in selling any product through Personify.
Inventory product management is the creation and maintenance of products to be sold on through the back office of Personify or on an online eCommerce website like the Marketplace. Participants will learn how to maintain all aspects of product creation, including the general setup, rates and pricing, general ledger and revenue account setup, shipping information and more. Learn all about how to setup products to display on the web, to relate products to one another and constituents, and more.
Digital content delivery is the setup of intellectual property products in Personify, that are once purchased downloaded by the user on the web. Participants review the process to setup a new product in Personify using the digital content delivery subsystem in addition to setting the digital content controls associated with the products. Trainees will also learn how to create, maintain orders in Personify and work with digital content delivery products on the web.
Packages are products which blend various products together to create a bundle of items for the customer with or without a discount. Umbrella products are products that are offered in a variety of options such as various quantities, languages, formats. Participants will take inventory products and learn how to set them up in packages and umbrellas to enhance the buying experience for customers.
The order specialist has many tasks to complete. Order specialists are the back office users of the inventory products module. Participants will learn how to create, maintain, inventory products orders using the order entry subsystem. Learn how to take payment for orders, update shipping and billing information, and process order exceptions. In addition, learners will also gain the tools and resources to apply discounts, adjust pricing, and manage inventory of products as needed.
Product fulfillment takes learners from the start to finish process of how orders are shipped in Personify. This training also reviews how inventory is created and maintained within the system.
Personify comes with several reports used in conjunction with inventory product sales, receipts, and other accounting transactions. Participants will learn how to run, read, and analyze these reports using a variety of batch/TRS jobs, Webi reports, and online reports.
Personify comes with several reports used in conjunction with tracking inventory product counts, the fulfillment process, and backorder processing. Participants will learn how to run, read, and analyze these reports using a variety of batch/TRS jobs, Webi reports, and online reports.