Create Package

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

• Click Setup

• Click Inventory

• Click Packages

• Click Add Package

Open

• 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.

   

Open

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

Your item is now attached to the package. Click Save & Exit to complete this process.