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Changes for page Create Package

Last modified by David Stadnyk on 2026/04/21 18:52
From version 2.1
edited by Isaac Mejia
on 2025/12/15 16:46
Change comment: There is no comment for this version
To version 9.1
edited by David Stadnyk
on 2026/04/21 18:52
Change comment: There is no comment for this version

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1 -XWiki.IsaacMejia
1 +XWiki.DavidStadnyk
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1 1  {{include reference="KBArticleHeader.WebHome"/}}
2 2  
3 -= Create Package =
3 += Create a Package =
4 4  
5 -{{info}}KB: MSI Knowledgebase • Category: Configuration • Source: [[https://membersolutions-9221154.hs-sites.com/kb/create-package_1484292710>>https://membersolutions-9221154.hs-sites.com/kb/create-package_1484292710]]{{/info}}
5 +A package is a group of items sold together. Individual items can be set up under **Setup > Inventory > Items**.
6 6  
7 -* [[Setup>>Setup_1619099713.html]]
7 +----
8 8  
9 -* [[Inventory>>Inventory_1619755066.html]]
9 +== Navigating to Packages ==
10 10  
11 - Create Package
11 +1. Click **Setup** in the left-hand navigation sidebar.
12 +1. Hover over **Inventory** to expand its submenu.
13 +1. Click **Contracts & Packages**.
14 +1. Click **Add Package**.
12 12  
13 - Created by
14 - Amith, last modified by
15 - Cathy Beckstead on Feb 18, 2021
16 +----
16 16  
17 -**Package: **A group of Items. (Individual Items an be setup under Setup>Inventory>Items.)
18 +== Package Information ==
18 18  
19 -Click **Setup**
20 +|=Field|=Description
21 +|**Name** //(required)//|The name of the package. Appears on invoices and in the online store.
22 +|**Product Code**|A barcode number for scanning the product.
23 +|**Category** //(required)//|The category the package belongs to. Revenue will be tracked in this category.
24 +|**Monthly Prorating**|When checked, the package is pro-rated and assigned to the member's account each month.
25 +|**Tax Exempt Item**|Check if the package should not be taxed.
26 +|**Course**|Check to link this package to a course on the schedule.
27 +|**Allowed for Store**|Check to make this package available in the online store. When checked, additional **Image** and **Description** fields appear.
28 +|**Member Type Assigned**|Assigns a member type to the member upon purchase.
29 +|**Only Available To**|Limits which member types can purchase this package. Defaults to //All//.
30 +|**Assign to Program**|Assigns a program to the member upon purchase.
31 +|**Update Members Rates**|Select which members the pricing applies to: //New Members//, //All Members//, //Active & New Members//, or //Inactive & New Members//.
20 20  
21 -* Click** Inventory**
33 +----
22 22  
23 -* Click **Packages**
35 +== Adding Items to the Package ==
24 24  
25 -* Click **Add Package**
37 +=== Current Items ===
26 26  
27 -image:kb-1484292710-1487602714-1.png
39 +The **Current Items** section displays all items added to the package, showing the ID, Name, Category, Description, Quantity, Item Price, Item Total, Once, Expires In, and a Remove link for each.
28 28  
29 -* Enter the **Name** of the package
41 +=== Add Items ===
30 30  
31 -* Select the **Category**
43 +Use the **Add Items** panel to add items to the package:
32 32  
33 -* **Update Members Rates**: Select whether you want it to apply to **New Members, All Members, **etc.
45 +|=Field|=Description
46 +|**Category**|Select the category of the item to add.
47 +|**Item**|Select the specific item from the chosen category.
48 +|**Unlimited**|Check if the quantity of this item is unlimited.
49 +|**Quantity**|Enter the number of units if not unlimited.
50 +|**Item Price**|The price per unit.
51 +|**Item Total**|Calculated automatically (Quantity × Item Price).
52 +|**Once**|Check if the item should only be included once and not renew with the package.
53 +|**Expires In**|How long the item remains available after purchase. Enter a number and select a time unit (//day(s)//, //week(s)//, //month(s)//, or //year(s)//), or click **Specific Date** to set a fixed expiry date.
34 34  
35 -image:kb-1484292710-1487602720-1.png
36 -Now, you have to add items to the Package to complete it:
55 +Click **Add** to add the item to the package. Repeat for each additional item.
37 37  
38 -* Select the **Item** from the drop-down menu
57 +----
39 39  
40 -* Either tick **Unlimited** or enter the **Quantity **of the item in the package
59 +== Saving ==
41 41  
42 -* Enter the **Item Price**
43 -**- **The **Item Total** will be calculated based on the **Quantity **and the **Item Price **//(Quantity X Item Price = Item Total)//
61 +Click **Save and Exit** to save the package and return to the Packages list, or **Save** to save without exiting.
44 44  
45 -* If you want to add an item that clients would get only one time, select **Once** so that when the package renews, it won't renew with the item marked as **Once**.
46 -
47 -* **Expiry Date** (applicable from the date of purchase):
48 -- You can either set this up by the **Unit** or by a **Specific Date**
49 -
50 -* Click **Add**
51 -
52 -image:kb-1484292710-1487602726-1.png
53 -Your item is now attached to the package. Click **Save & Exit **to complete this process.
54 -
55 55  {{include reference="KBSupportCTA.WebHome"/}}
56 -
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