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ADV FAQs Add a Product Choice with Automatic Delivery

Owned by Anthony Fontana
Nov 20, 2023
2 min read

Summary / TL:DR: This article will show you how to create a product choice with automatic delivery.

Automatic delivery choices are setup for a specific quantity per shipment.  If there are different prices based on quantity, multiple choices will need to be created. If the choice does not have automatic delivery, go here.

How to Create a Product Choice with Automatic Delivery

  1. From the Marketing Ribbon, click Products

  2. Click the Add Icon

  3. 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.  

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.

Club Code

Enter the code associated with the product line club.

Product Class

Enter the product class associated with the BCL setup.

Product Series Code

Enter the product series code associated with the BCL setup.

Shipment Frequency

Enter the number of days between automatic delivery shipments.

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.

Next BookClub Price

Enter the price of associated with the shipments sent out automatically after the first.

7. Click OK

8. Click OK

 

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