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Assigning Individual Products to an Umbrella Product and Selecting Product Options and Choices

Paige Freeman
  • Updated

Before assigning products to an umbrella product, ensure that the appropriate umbrella product and individual products have been defined. Additionally, ensure that you have defined the necessary product options and choices.

To associate individual products with an umbrella product:

  1. From the Umbrella Product Summary, select Options.
    The Product Options page displays.
  2. Select Associate New Product to add a product or multiple products to the umbrella product.
    The Associate Products page displays.
  3. Search for select the individual product(s) you would like to add under the umbrella product.
    Umbrella products can only be associated with individual INV, DCD, or SUB products. For more information on setting up these individual products, please see the following sections:
    1. Creating an Individual Inventoried Product for an Umbrella Product
    2. Creating an Individual Subscription Product for an Product
    3. Creating an Individual DCD Product for an Umbrella Product
  4. After locating the product(s) you wish to add, select the Add button in the results grid.
    Once you have completed selecting your products, select the Associate Products button. 

To select Option 1 and Option 2 for all products, perform the following:

Values for the Option 1 and Option 2 fields are determined by the ORD Product_Options system type and codes.

  1. From the Product Options section, select the appropriate value from the Option 1 and Option 2 drop-downs.
  2. Select Set Options.
    The Option 1 and Option 2 columns are populated in the grid below with your selections.

To select an option and choice for each individual product, perform the following:

Values for the Option 1, Option 2, and Choice fields are determined by the ORD Product_Options system type and codes.

  1. From the Associated Products section, select the appropriate options within the product grid.
    1. From the Option 1 column, select the drop-down arrow to display the drop-down menu of values. Select the appropriate option.
    2. From the Choice column, select the drop-down arrow to display the drop-down menu of values. Select the appropriate choice.
    3. If necessary, from the Option 2 column, select the drop-down arrow to display the drop-down menu of values. Select the appropriate option.
    4. If necessary, from the second Choice column, select the drop-down arrow to display the drop-down menu of values. Select the appropriate choice.
  2. Select Save.
    From the Umbrella Product Summary page, the "Number of Associated Products" link updates accordingly, as shown below. Click this link to access the Product Options screen.

Be cautious when setting up options and confirm that your product type and options match. Personify will not know if you select the incorrect match. For instance, if your product is a red bag and you choose green as the color choice, the color of the bag will not match the product. Personify cannot recognize these types of discrepancies and will instead proceed with the incorrect choice.