Wiki source code of Create Package
Version 6.1 by Isaac Mejia on 2026/02/05 15:07
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1.1 | 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]] | ||
| 8 | |||
| 9 | * [[Inventory>>Inventory_1619755066.html]] | ||
| 10 | |||
| 11 | Create Package | ||
| 12 | |||
| 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.) | ||
| 18 | |||
| 19 | Click **Setup** | ||
| 20 | |||
| 21 | * Click** Inventory** | ||
| 22 | |||
| 23 | * Click **Packages** | ||
| 24 | |||
| 25 | * Click **Add Package** | ||
| 26 | |||
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6.1 | 27 | [[image:kb-1484292710-1487602714-1.png]] |
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1.1 | 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. | ||
| 34 | |||
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6.1 | 35 | [[image:kb-1484292710-1487602720-1.png]] |
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1.1 | 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**. | ||
| 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 | |||
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6.1 | 52 | [[image:kb-1484292710-1487602726-1.png]] |
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1.1 | 53 | Your item is now attached to the package. Click **Save & Exit **to complete this process. |
| 54 | |||
| 55 | {{include reference="KBSupportCTA.WebHome"/}} | ||
| 56 |