Add a Product Choice
- David Haskell (Unlicensed)
Summary / TL:DR: This article will show you how to add product choice in Advantage.
Product choices are used to manage the various rates and shipping charges associated with a product using the PRO module of Advantage. Use these instructions to create a product choice in Advantage. If the choice is for automatic delivery with the product, go here.
How to Create a Product Choice
From the Marketing Ribbon, click Products
Click the Add Icon
The Item Choice Maintenance box will appear. Complete the following fields:
Timing between billing charges is not to exceed 1 year between charges. This includes, but is not limited automatic renewal or installments. For example, if offering a 2 year option for a subscription or agreement, this option cannot be offered with a renewal flag of ‘C’ on automatic renew as the timing of between charges would be over 1 year.
Item Number* | Enter the codes associated with the product. Â |
|---|---|
Item Choice* | Enter the code assigned to the price choice for the product. |
Description* | Indicate the price and delivery method. |
Valid Until* | Indicate how long this choice will be valid for a customer to select. Should be set for a future date. |
Premium Set | Indicate an additional premium set that the customer would receive when selecting this specific choice. Attaching a premium at the choice and at the promotion offer will result in the customer qualifying for a premium twice. Be sure to attach to just one - either the choice or the promotion offer. |
Credit Policy Code | Enter the refund policy for this choice. |
4. Click Next
5. Click the Add Icon
6. The Item Choice Price Maintenance box will appear. Complete the following fields:
Billing Currency | Enter the currency of the country used to charge the customer. |
Takes Effect On* | Enter the date this should take effect on. |
Effective Quantity | Enter the number of individual items being sent. |
Unit Price | Enter the price for each item. |
Requested Ship Via | Indicate to the fulfillment team how the item will be shipped. |
Postage Amount | Enter an amount here if additional postage will be charged. |
Postage Override? | Check off this option if the Customer Service team to should be able to modify the postage amount when handling customer calls. |
7. Click OK
8. If there are different prices based on the quantity ordered, repeat steps 5-7.
9. Click OK
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