Create Package

Version 6.1 by Isaac Mejia on 2026/02/05 15:07
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Create Package

Information

KB: MSI Knowledgebase • Category: Configuration • Source: https://membersolutions-9221154.hs-sites.com/kb/create-package_1484292710

  Create Package

     Created by
     Amith, last modified by
     Cathy Beckstead on Feb 18, 2021

Package: A group of Items. (Individual Items an be setup under Setup>Inventory>Items.)

Click Setup

  • Click Inventory
  • Click Packages
  • Click Add Package

kb-1484292710-1487602714-1.png

  • Enter the Name of the package
  • Select the Category
  • Update Members Rates: Select whether you want it to apply to New Members, All Members, etc.

kb-1484292710-1487602720-1.png
Now, you have to add items to the Package to complete it:

  • Select the Item from the drop-down menu
  • Either tick Unlimited or enter the Quantity of the item in the package
  • 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.
  • Expiry Date (applicable from the date of purchase):
    - You can either set this up by the Unit or by a Specific Date
  • Click Add

kb-1484292710-1487602726-1.png
Your item is now attached to the package. Click Save & Exit to complete this process.

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