Package Products Overview

Package Products Overview & Introduction

Organizations can group a set of products together into a single package either to make data entry more efficient or to offer a discounted price when the products are purchased as a set.  Defining a set of products within a package can promote certain products or programs, which can then increase the market share and improve member services.  A single package can include product, products with components, as well as other packages.

Once a package product is create, one or more products or other package products can be added as components to the package.  When the package is added to an order, separate order lines are created as sub products for each of the package components.  The package selection type code controls whether the user can delete package items from the order or add other items as sub products to the package in the order.

Before the user can define a package, the product (or package added as a component) to be added to the package must contain the following traits:

-          Belong to the same organization and organization unit as the package

-          Be valid

-          Have a status of ‘Active’

-          Not be expired

 

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