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ADV User Guides Understanding Product Choices

Summary / TL:DR: This article is a reference to help users understand product choices in Advantage.

Product choices define the item being sold, price, and the quantity.  Product choices can also have automatic delivery or standing order associated with them.

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 Choices Screen

Item Number

Displays the parent publication for the membership.

Item Number Description

Displays name of product.

Item Choice

Displays the code that identifies the member choice.

Item Choice Description

Displays addition information about the choice.

Item Choice Valid Until

Displays the date the choice is valid through.

Status

Displays whether the choice is active or inactive.

Premium Set

Displays the premium set attached to the choice.

Premium Set Description

Displays the description of the premium set attached to the choice.

Club Code Description

Recommended for affiliates working with automatic delivery products. Displays the automatic delivery bookclub code.

Last Updated

Displays the date and time the choice was last updated.

Last Updated by Description

Displays the name of the user that last updated the choice.


Item Choice Maintenance

Item Number

Defines the product being sold.

Item Choice

Free form field that defines the item choice code. Item choices can contain up to 6 characters.


Details Tab

General Attributes

Description*

Defines more information about the choice.

Install Bill Code

Defines the installment billing code that will be used to charge the customer if the initial payment is to be paid in installments - this is not typical for products. The selection is setup for all users, if unsure which to select for an offer, or a new one needs to be added, contact support.

Premium Set

Defines the premium set the customer will receive by selecting this choice.

Shipping Rule ID

Not used.

Carry PRM to BCL

Used to determine if a premium set associated with a choice should carry over to BCL - Automatic Delivery.

Credit Policy Code

Defines the credit policy that will determine refund rules if the customer returns the product.

Permit Web Bill-me

Not used.

Society

Not used.

Subscription Type

Not used for products.

Discount Combo Code

Not used.

Discount %

Not used.

Default Quantity

Defines the quantity defaulted for the choice.

Reprice Linked Packages

Not used.

Refund Credit Flag

Not used.

Valid Until*

Defines how long this choice is active.

Status*

Defines the status of the choice.

Bookclub Attributes

Bookclub is the name Advantage gives to the module associated with Automatic Delivery.

Club Code

Defines the organization the product belongs to.

Product Class

Defines the product along with product series code.

Book Club Product Series Code

Defines the product along with product class.

Product Series Step

Defines starting point within Bookclub. Typically this is step 0.

Shipment Frequency

Defines how often the product will be shipped.

Set Calendar Based Frequency

Not used.

Require credit card/direct debit

For automatic delivery, this should always be checked unless using a bill-me model (not common).

Frq is Qty-based

These fields can be used to set variable handling for the BCL Shipment Frequency. Not generally used.

Copy original coupon onto series

When checked, the coupon used on the original order will be applied to all subsequent shipments from bookclub.

Frequency Adjustment

Not used.

Membership Attributes

Membership Org

For use when a product is only available when a customer is in membership - the organization related to the membership. Not used.

Member Category

Not used.

Member Type

Not used.

Standing Order Choice

Product Series Code

Defines the standing order series.

Standing Order Freq

Indicates that a customer is skipping releases, valid values 1-9.    1 – gets every order in the series, 2- every second order in the series, and so on.  Not generally used.

Credit Card Required

This should be checked unless the offer includes a bill-me option.

STO Choice

Defines the rate if a number of releases are being offered at a lower price.

Package Participation

Package Number

Used to restrict the use of item choices to customers who are ‘participants’ in an active AMB agreement that contains the specified package.  Not generally used.


Item Choice Prices Tab

Billing Currency

Displays the billing currency for the choice.

Effective Quantity

Displays the quantity associated with the unit price.

Unit Price

Displays the price per unit.

Postage Amount

Displays the shipping amount associated with the unit price.

Requested Ship Via

Displays the ship via for the choice.


Item Choice Price Maintenance

Item Number

Displays the Item Number code entered on the Item Choice Maintenance popup.

Item Choice

Displays the item choice code entered on the Item Choice Maintenance popup.

Billing Currency

Defines the billing currency.

Takes Effect On

Enter an effective price date in this field.

Effective Quantity

Defines the quantity that will ship.

Unit Price

Defines the price per product/bottle.

Requested Ship Via

Determines shipping charges.

Postage Amount

For each delivery method code you defined, additional postage charges for one-year's-worth of issues are listed. That annual postage rate is multiplied by the number of years for which this order is being added.

Postage Override

Indicates whether you want to override the postage amount at the order-line level.

Included Amount

The amount of a subscription charge that is for a premium's postage.

Next Book Club Price

The price that will be charged for all subsequent items in the book club series.

BCL Requested Ship Via

Indicates the customer's preferred method of shipping the order.

Default Unit Price

The price per quantity that is used if not terms are in effect.

Geo Based Price Required

Dictates if an order must have a geographic rate defined when using this promotion.

 



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