Changes for page Create Package

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• Page properties (2 modified, 0 added, 0 removed)

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Page properties

Author

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1		-XWiki.IsaacMejia
	1	+XWiki.DavidStadnyk

Content

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1	1	{{include reference="KBArticleHeader.WebHome"/}}
2	2
3		-= Create Package =
	3	+= Create a Package =
4	4
5		- Create Package
	5	+A package is a group of items sold together. Individual items can be set up under **Setup > Inventory > Items**.
6	6
7		-
	7	+----
8	8
9		-**Package: **A group of Items. (Individual Items an be setup under Setup>Inventory>Items.)
	9	+== Navigating to Packages ==
10	10
11		-Click **Setup**
	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		-* Click** Inventory**
	16	+----
14	14
15		-* Click **Packages**
	18	+== Package Information ==
16	16
17		-* Click **Add Package**
	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//.
18	18
19		-[[image:kb-1484292710-1487602714-1.png]]
	33	+----
20	20
21		-* Enter the **Name** of the package
	35	+== Adding Items to the Package ==
22	22
23		-* Select the **Category**
	37	+=== Current Items ===
24	24
25		-* **Update Members Rates**: Select whether you want it to apply to **New Members, All Members, **etc.
	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.
26	26
27		-[[image:kb-1484292710-1487602720-1.png]]
28		-Now, you have to add items to the Package to complete it:
	41	+=== Add Items ===
29	29
30		-* Select the **Item** from the drop-down menu
	43	+Use the **Add Items** panel to add items to the package:
31	31
32		-* Either tick **Unlimited** or enter the **Quantity **of the item in the package
	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.
33	33
34		-* Enter the **Item Price**
35		-**- **The **Item Total** will be calculated based on the **Quantity **and the **Item Price **//(Quantity X Item Price = Item Total)//
	55	+Click **Add** to add the item to the package. Repeat for each additional item.
36	36
37		-* 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**.
	57	+----
38	38
39		-* **Expiry Date** (applicable from the date of purchase):
40		-- You can either set this up by the **Unit** or by a **Specific Date**
	59	+== Saving ==
41	41
42		-* Click **Add**
	61	+Click **Save and Exit** to save the package and return to the Packages list, or **Save** to save without exiting.
43	43
44		-[[image:kb-1484292710-1487602726-1.png]]
45		-Your item is now attached to the package. Click **Save & Exit **to complete this process.
46		-
47	47	{{include reference="KBSupportCTA.WebHome"/}}