Changes for page Create Package

Last modified by David Stadnyk on 2026/04/21 18:52

From 7.1 to 6.1 From 10.1 to 9.1

From version 9.1

edited by David Stadnyk
on 2026/04/21 18:52

Change comment: There is no comment for this version

To version 7.1

edited by Isaac Mejia
on 2026/02/05 15:22

Change comment: There is no comment for this version

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--XWiki.DavidStadnyk
++XWiki.IsaacMejia

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  {{include reference="KBArticleHeader.WebHome"/}}
--= Create a Package =
++= Create Package =
--A package is a group of items sold together. Individual items can be set up under **Setup > Inventory > Items**.
++  Create Package
------
++
--== Navigating to Packages ==
++**Package: **A group of Items. (Individual Items an be setup under Setup>Inventory>Items.)
--1. Click **Setup** in the left-hand navigation sidebar.
--1. Hover over **Inventory** to expand its submenu.
--1. Click **Contracts & Packages**.
--1. Click **Add Package**.
++Click **Setup**
------
++* Click** Inventory**
--== Package Information ==
++* Click **Packages**
--|=Field|=Description
--|**Name** //(required)//|The name of the package. Appears on invoices and in the online store.
--|**Product Code**|A barcode number for scanning the product.
--|**Category** //(required)//|The category the package belongs to. Revenue will be tracked in this category.
--|**Monthly Prorating**|When checked, the package is pro-rated and assigned to the member's account each month.
--|**Tax Exempt Item**|Check if the package should not be taxed.
--|**Course**|Check to link this package to a course on the schedule.
--|**Allowed for Store**|Check to make this package available in the online store. When checked, additional **Image** and **Description** fields appear.
--|**Member Type Assigned**|Assigns a member type to the member upon purchase.
--|**Only Available To**|Limits which member types can purchase this package. Defaults to //All//.
--|**Assign to Program**|Assigns a program to the member upon purchase.
--|**Update Members Rates**|Select which members the pricing applies to: //New Members//, //All Members//, //Active & New Members//, or //Inactive & New Members//.
++* Click **Add Package**
------
++[[image:kb-1484292710-1487602714-1.png]]
--== Adding Items to the Package ==
++* Enter the **Name** of the package
--=== Current Items ===
++* Select the **Category**
--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.
++* **Update Members Rates**: Select whether you want it to apply to **New Members, All Members, **etc.
--=== Add Items ===
++[[image:kb-1484292710-1487602720-1.png]]
++Now, you have to add items to the Package to complete it:
--Use the **Add Items** panel to add items to the package:
++* Select the **Item** from the drop-down menu
--|=Field|=Description
--|**Category**|Select the category of the item to add.
--|**Item**|Select the specific item from the chosen category.
--|**Unlimited**|Check if the quantity of this item is unlimited.
--|**Quantity**|Enter the number of units if not unlimited.
--|**Item Price**|The price per unit.
--|**Item Total**|Calculated automatically (Quantity × Item Price).
--|**Once**|Check if the item should only be included once and not renew with the package.
--|**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.
++* Either tick **Unlimited** or enter the **Quantity **of the item in the package
--Click **Add** to add the item to the package. Repeat for each additional item.
++* Enter the **Item Price**
++**- **The **Item Total** will be calculated based on the **Quantity **and the **Item Price **//(Quantity X Item Price = Item Total)//
------
++* 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**.
--== Saving ==
++* **Expiry Date** (applicable from the date of purchase):
++- You can either set this up by the **Unit** or by a **Specific Date**
--Click **Save and Exit** to save the package and return to the Packages list, or **Save** to save without exiting.
++* Click **Add**
++[[image:kb-1484292710-1487602726-1.png]]
++Your item is now attached to the package. Click **Save & Exit **to complete this process.
++
  {{include reference="KBSupportCTA.WebHome"/}}