Create Package - Member Solutions Knowledge Base

|**Allowed for Store**|Check to make this package available in the online store. When checked, additional **Image** and **Description** fields appear.

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|**Member Type Assigned**|Assigns a member type to the member upon purchase.

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|**Only Available To**|Limits which member types can purchase this package. Defaults to //All//.

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|**Assign to Program**|Assigns a program to the member upon purchase.

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|**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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== Adding Items to the Package ==

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=== Current Items ===

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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.

=== Add Items ===

Use the **Add Items** panel to add items to the package:

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|=Field|=Description

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|**Category**|Select the category of the item to add.

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|**Item**|Select the specific item from the chosen category.

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|**Unlimited**|Check if the quantity of this item is unlimited.

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|**Quantity**|Enter the number of units if not unlimited.

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|**Item Price**|The price per unit.

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|**Item Total**|Calculated automatically (Quantity × Item Price).

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|**Once**|Check this box if the item should only be included once and not renew with the package.

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|**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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Click **Add** to add the item to the package. Repeat for each additional item.

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== Saving ==

Click **Save and Exit** to save the package and return to the Packages list, or **Save** to save without exiting.

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author	version	line-number	content
		1	{{include reference="KBArticleHeader.WebHome"/}}
		2
		3	= Create a Package =
		4
		5	A package is a group of items sold together. Individual items can be set up under Setup > Inventory > Items.
		6
		7	----
		8
		9	== Navigating to Packages ==
		10
		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.
		15
		16	----
		17
		18	== Package Information ==
		19
		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//.
		32
		33	----
		34
		35	== Adding Items to the Package ==
		36
		37	=== Current Items ===
		38
		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.
		40
		41	=== Add Items ===
		42
		43	Use the Add Items panel to add items to the package:
		44
		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 this box 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.
		54
		55	Click Add to add the item to the package. Repeat for each additional item.
		56
		57	----
		58
		59	== Saving ==
		60
		61	Click Save and Exit to save the package and return to the Packages list, or Save to save without exiting.
		62
		63	{{include reference="KBSupportCTA.WebHome"/}}

Wiki source code of Create Package