ADV User Guides Understanding Product Choices
- Anthony Fontana
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. Â 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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