Create Package
Last modified by David Stadnyk on 2026/04/21 18:52
Last updated on April 21, 2026
Create a Package
A package is a group of items sold together. Individual items can be set up under Setup > Inventory > Items.
Navigating to Packages
- Click Setup in the left-hand navigation sidebar.
- Hover over Inventory to expand its submenu.
- Click Contracts & Packages.
- Click Add Package.
Package Information
| Field | Description |
|---|---|
| Name (required) | The name of the package. Appears on invoices and in the online store. |
| Product Code | A barcode number for scanning the product. |
| Category (required) | The category the package belongs to. Revenue will be tracked in this category. |
| Monthly Prorating | When checked, the package is pro-rated and assigned to the member's account each month. |
| Tax Exempt Item | Check if the package should not be taxed. |
| Course | Check to link this package to a course on the schedule. |
| Allowed for Store | Check to make this package available in the online store. When checked, additional Image and Description fields appear. |
| Member Type Assigned | Assigns a member type to the member upon purchase. |
| Only Available To | Limits which member types can purchase this package. Defaults to All. |
| Assign to Program | Assigns a program to the member upon purchase. |
| Update Members Rates | Select which members the pricing applies to: New Members, All Members, Active & New Members, or Inactive & New Members. |
Adding Items to the Package
Current Items
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:
| Field | Description |
|---|---|
| Category | Select the category of the item to add. |
| Item | Select the specific item from the chosen category. |
| Unlimited | Check if the quantity of this item is unlimited. |
| Quantity | Enter the number of units if not unlimited. |
| Item Price | The price per unit. |
| Item Total | Calculated automatically (Quantity × Item Price). |
| Once | Check this box if the item should only be included once and not renew with the package. |
| 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. |
Click Add to add the item to the package. Repeat for each additional item.
Saving
Click Save and Exit to save the package and return to the Packages list, or Save to save without exiting.
Still need help?
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