Wiki source code of Create Package

Version 9.1 by David Stadnyk on 2026/04/21 18:52

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1.1	1	{{include reference="KBArticleHeader.WebHome"/}}
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9.1	3	= Create a Package =
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9.1	5	A package is a group of items sold together. Individual items can be set up under Setup > Inventory > Items.
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9.1	9	== Navigating to Packages ==
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9.1	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.
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9.1	18	== Package Information ==
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9.1	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//.
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9.1	35	== Adding Items to the Package ==
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9.1	37	=== Current Items ===
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9.1	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.
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9.1	41	=== Add Items ===
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9.1	43	Use the Add Items panel to add items to the package:
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9.1	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.
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9.1	55	Click Add to add the item to the package. Repeat for each additional item.
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9.1	59	== Saving ==
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9.1	61	Click Save and Exit to save the package and return to the Packages list, or Save to save without exiting.
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1.1	63	{{include reference="KBSupportCTA.WebHome"/}}