From the home screen on the Product section, click on the Add a new
Product.
The Create New Product screen will display, select Package Products.
1. The Product Maintenance | General Setup screen will
display. The Subsystem is preset to Inventory Products. Update the Product
Code and Parent Product. Product Codes will follow the same naming
convention.
2. The General
Package Setup screen displays. Verify the following:
a. Subsystem:
Drop down defines the area or module that the product is associated. This
should default to Package.
b. Product
Code & Parent Product: The product code is a unique code for the
packaging of multiple products. All product codes will follow the same naming
convention.
PKG_ProdCode_Dept_Lang (if needed)
Example: PKG_ALL-GP1_MKT
3. Continue with
entering the General Package Setup.
a. Product
Name & Description: Descripts the package name.
b. Product
Sub-Title (used optionally on the web): Sub-Title used optionally on
the web.
4. Update the
following in the General Package Setup area.
a. Product
Class: Drop down used to classify the any product and to distinguish
between the types of packages.
b. Product
Status: Drop down to indicate if package product is Active, Cancelled,
or Discontinued.
c. Available
From & Available Thru: Drop down Available From defaults to
system date, but can be overridden. Indicates date range that product is
available.
5. Check the appropriate
package product options.
a. Master
Product – Indicates that the product is the master product.
b. Available
to Order – Indicates that the product can be ordered and that product
Available from date is greater than or equal to today. Some products may only
exist as components of another product and cannot be sold individually.
c. Zero Price
– When checked, this indicates that the product is available for $0.
This allows you to validate the product without entering GL Account
information. A default rate must be chosen.
d. Renewable
– When checked, indicates that the active package product can be renewed.
Components of this package product will only renew if the “Renewable” checkbox
is selected for that product’s setup.
e. Returnable
– Indicates that constituents can return the product.
f. Members
Only –Indicates that the product is only available to members of the
primary level 1 membership group.
g. One Price
Only – Indicates that pricing cannot be targeted solely to one rate
structure and all rate structures receive the same price. Processing time is
quicker when the product is available to all purchasers and checked. When it
is unchecked, then the product relies on the rate structure.
6. From the
Packages section, enter the following information.
a. Package Selection
Type: Drop down indicates how the package components are treated in an
order.
i. Fixed
– When entered on the Order Entry screen, the specified list of
components is added to the order automatically as sub products to the package.
You can delete one or more of the sub products, but you cannot add others.
Additionally the quantity cannot be changed either. This is the only package
that is available for the web.
ii. Select
– When entered on the Order Entry screen, you can select the
components of the package from a defined list with the package product. If the
package includes a discount, each product selected will be priced with the
discount applied. This option is only available back office.
iii. Open
– When entered on the Order Entry Screen you can add any product in the system
as a sub product to the package. If a discount is applied, it is applied to
all items in the package. For example, if you offered a package of product
that offered a discount if the consumer ordered five or more, then this would
apply a discount to those five on the order.
b. Package
Discount: When set, this overrides any other discount against the line
items of the package. The Package Discount gives a discount to all products
purchased in the package.
7. Once the general
setup of the package product is complete, be sure to save 
any changes.