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Wiki source code of Create Package

Version 5.1 by Isaac Mejia on 2025/12/15 16:46
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1 {{include reference="KBArticleHeader.WebHome"/}}
2
3 = Create Package =
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}}
6
7 * [[Setup>>Setup_1619099713.html]]
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9 * [[Inventory>>Inventory_1619755066.html]]
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11 Create Package
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13 Created by
14 Amith, last modified by
15 Cathy Beckstead on Feb 18, 2021
16
17 **Package: **A group of Items. (Individual Items an be setup under Setup>Inventory>Items.)
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19 Click **Setup**
20
21 * Click** Inventory**
22
23 * Click **Packages**
24
25 * Click **Add Package**
26
27 image:kb-1484292710-1487602714-1.png
28
29 * Enter the **Name** of the package
30
31 * Select the **Category**
32
33 * **Update Members Rates**: Select whether you want it to apply to **New Members, All Members, **etc.
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35 image:kb-1484292710-1487602720-1.png
36 Now, you have to add items to the Package to complete it:
37
38 * Select the **Item** from the drop-down menu
39
40 * Either tick **Unlimited** or enter the **Quantity **of the item in the package
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)//
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**.
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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.
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55 {{include reference="KBSupportCTA.WebHome"/}}