You can use packages to sell multiple items at once. Packages make buying groups of items easier for your internal users and public users. Some examples of packages include:
- Catering packages - i.e., a dinner package that includes a protein, starch and vegetable
- Exhibition booth setup - i.e., 10x10 booth, electrical, 1 high top table, 2 stools and 55" monitor
- Meeting room setup - i.e., school room setup, podium and wireless microphone
- Audio visual configurations - i.e., projector, screen and microphone
Simple packages consist of multiple items bundled together and sold for a fixed price. There are four (4) steps to create a simple package:
- Configure the Package
- Create the Package Header
- Add the Package Header to the Price List
- Add Options (Substitutions) to a Package (optional)
Configure the Package
- Click the Packages link from the Main Menu. The Packages page opens.
- Click the Add button. The Add Package window opens.
- Enter the necessary information:
- Description – Name for the package.
- Minimum – Smallest number of this package you can order.
- Maximum – Largest number of this package you can order.
- U/M – Unit of measure for the package. For example, by the case, by the dozen, hourly, daily, square foot, meters, etc.
- Active – If checked, the package is available for ordering.
- Code – Unique alphanumeric value.
- Verify – If checked, a verification screen displays when placing an order. You can edit and/or verify the units, charges, and add additional package items from this screen.
- Price Package by Package Details - If checked, the total price of all items in the package determines the package price. The GL distribution for each item within the package determines the GL distribution for the package. Only available if the Account Detail check box is unchecked.
- Show Package Detail Pricing – If checked, the price of individual package items displays during the ordering process and are available for invoices and reports.
- Account Detail - If checked, the GL distribution uses the percentage for each package detail item. Configure the percentages by editing the resource items on the Package Details tab. Only available if Allow Package Detail Costing is checked on the Inventory Configuration screen and the Price Package by Package Details check box is unchecked.
- Secure – If checked, only roles/users assigned to the Allow Modification of Secure Package Components in Orders access privilege can edit or delete items in the package, setup, or menu. If no roles/users are assigned to the access privilege, all roles/users can edit or delete package items.
- Select the Package Details tab.
- Click the Add button. The Select Package Details window opens.
- Select the item(s) to include in the package. Use Ctrl+Click or Shfit+Click to select multiple items.
- Click the Select button. You return to the Edit Package window with the selected items displayed in the Package Details tab.
- Select an item on the Package Details tab.
- Right-click and select Edit -> Edit. The Edit Package Item window opens.
- Enter the necessary information:
- Units – Used with the U/M and Per field to calculate the total ordered units for the package item based on the ordered units of the package header.
- Per - Used with the U/M and Units field to calculate the total ordered units for the package item based on the ordered units of the package header.
Example Using Units and Per You have a package for room setup based on attendance. The package contains tables and chairs. You need 1 table for every 10 people and you need 1 chair for each person. Configure the table package item as:
Units = 1
U/M = Each
Per = 10Configure the chairs package item as:
Units = 1
U/M = Each
Per = 1When you order the room setup package for 100 people, ordered units for the table package item is 10 (1 table for every 10 people) and the ordered units for the chairs package item is 100 (1 chair for each person).
- Round - Rounding to use if the package item units calculation results in a decimal value.
- None - Retains the decimal value and does not round.
- Up - Rounds to the next whole number.
- Down - Rounds to the previous whole number.
- Substitution – Determines if substitutions are available for the item. See Add Options (Substitutions) to a Package for more information.
- Sequence - Order the package item displays on screen and in reports. (1 = first, 2 = second, etc.)
- Print – Determines when package items display on reports.
- External - Displays the package item on external and internal reports
- Internal - Displays the package item only on internal reports.
- Lead Hours – Number of hours for setup.
- Strike Hours – Number of hours for tear down.
- Click OK.
- Repeat steps 5 - 12 for each item in the package.
Create the Package Header
A package header is the item you use on the price list to order the package. For example, a dinner package may have Premium Dinner Package as the package header which contains filet mignon, asparagus and garlic mashed potatoes.
You first need to create a resource to use as the package header. When you create the resource, select the package created in Configure the Package in the Setup/Package/Feature/Menu field. See Resources for details on adding a new resource.
Add the Package Header to the Price List
- Click the Price Lists link from the Main Menu. The Price Lists page opens.
- Select the price list for the package.
- Right-click and select Edit. The Edit Price List window opens.
- Select the Price List Items tab.
- Click the Add Items button. The Add Price List Items Form window opens.
- Select the order form for the package header.
- Click OK. The Add Price List Items window opens.
- Select the package header created in Create the Package Header.
- Click Select. Each item in the package is added to the Price List during this step. Hide or delete any items from the Price List that you do not want ordered individually (see Hide or Show Package Items on a Price List).
- Select the package header.
- Right-click and select Edit -> Edit. The Edit Price List Item window opens.
- Enter the price into the Price field.
- If applicable, enter a price into the Advanced Price and/or Late Price field(s).
- Click OK.
Add Options (Substitutions) to a Package
Package substitutions allow you to make choices when ordering a package. For example, a dinner package may include a protein and you can select either steak, chicken or fish.
When building packages with substitutions, you can use a package place holder to indicate that you need to select an option during the order. For example, you can use Choose Protein as a package place holder to indicate additional choices are needed. To create package substitutions, you need to create the package place holder and then create the substitution.
Create a Package Place Holder
- If one does not already exist, best practice is to create a resource type for all the package place holders. See Resource Types for more information.
- Create a resource for the package place holder. See Resources for more information.
Configure the Package Substitution
- Complete steps 1 through 3 in Configure the Package.
- Select the Package Detail tab.
- Click the Add button. The Select Package Details window opens.
- Select the package place holder(s) for the package. Use Ctrl+Click or Shfit+Click to select multiple items.
- Click the Select button. You return to the Edit Package window with the selected items displayed in the Package Details tab.
- Select an item on the Package Details tab.
- Right-click and select Edit -> Edit. The Edit Package Item window opens.
- Enter the necessary information:
- Units – Used with the U/M and Per field to calculate the total ordered units for the package item based on the ordered units of the package header.
- Per - Used with the U/M and Units field to calculate the total ordered units for the package item based on the ordered units of the package header.
Example Using Units and Per You have a package for room setup based on attendance. The package contains tables and chairs. You need 1 table for every 10 people and you need 1 chair for each person. Configure the table package item as:
Units = 1
U/M = Each
Per = 10Configure the chairs package item as:
Units = 1
U/M = Each
Per = 1When you order the room setup package for 100 people, ordered units for the table package item is 10 (1 table for every 10 people) and the ordered units for the chairs package item is 100 (1 chair for each person). - Round - Rounding to use if the package item units calculation results in a decimal value.
- None - Retain the decimal value and does not round.
- Up - Rounds to the next whole number.
- Down - Rounds to the previous whole number.
- Substitution – Determines the type of substitution available for the item.
- Bundle – More than one item is selected for substitution. Use this for packages with generic items that can have multiple substitutions. For example, a buffet protein item where you can select 2 different proteins.
- Mandatory - Item substitution is required. Use this for packages with generic items that must have specific items selected. There is a prompt to select mandatory substitute items during the order process, and you cannot move past the prompt without selecting a substitute item. For example, a generic microphone item has a mandatory substitution to select a wireless microphone or wired microphone.
- Optional (No Prompt) – You can substitute an item, but it is not required. There is no prompt during the order process and substitutions are made on the Edit Service Order window. Use this for items that you can substitute by request. For example, a plated dinner comes with a Caesar salad, but tortilla soup is available by request only.
- Optional (Prompt) – You can substitute an item, but it is not required. There is a prompt to select substitute items during the order process, but you can move past the prompt without selecting any substitute items. Use this for items that are often substituted but have a standard selection. For example, an A/V package includes a casting device, but a DVD player is also available as an option.
- Sequence - Order the package item displays on screen and in reports. (1 = first, 2 = second, etc.)
- Lead Hours – Number of hours for setup.
- Strike Hours – Number of hours for tear down.
- Click the Save (disk) button. The information saves and the Edit Package Item window remains open.
- Select the Substitutes tab.
- Click the Add button. The Select Package Substitute window opens.
- Select the items available as substitutions. Use Ctrl+Click or Shfit+Click to select multiple items.
- Click the Select button. You return to the Edit Package Item window.
- Repeat steps 11 - 14 for each available substitution.
- Click OK when complete.
- Continue with the add package process.
Comments
10 comments
I have tried checking and unchecking the Price Package by Package Details on my packages. Either way it is still pulling the individual prices of the items onto the resumes & invoice AND the package prices. Is there something else I need to check/mark/edit?
0 upvotes
Hi Chardean,
Please see the screen shot below. These are the things that need to be set. Also, they will need to be marked as billable.
0 upvotes
We are in 30, when we change the date on the package, it is not automatically changing the date on the items included in the package. In 19 it would update. Is this just how it is in 30 or did I miss something in setting up the packages?
1 upvotes
Thanks Joey,
There shouldn't be any additional code on the package to ensure that the dates are automatically updating.
Can you share more information on the recreation steps? Was this on editing a header item? Copying an order to a new date?
Jake Griesenauer
Product Manager - Orders & Operations
0 upvotes
Order has already been entered but the install dates changed. We were not editing a header item, this was in the edit service order item screen.
We were not copying an order to a new date, we were going into an existing order and just changing the item date. This happens often with us where the install dates need to be updated due to a change in schedules. In V19, when we changed the date on the main package item, the dates on all the items associated with that package would change automatically when we click saved.
0 upvotes
Thanks Joey,
I had our development take a look at the code to double-check what the correct behavior should be since v19 sometimes behaved a bit different than what's available today.
Turns out that we did action a case 3 years ago to fix the code to update start/end dates & times on an item when the header is also changed. She tested this out in our current code and it was working as we expected, so this could be a bug.
Could you please submit a case for the dev team to dig into a bit further?
Jake Griesenauer
Product Manager - Orders & Operations
0 upvotes
I've created a package which utilises items from multiple order forms within my price list.
Subsequently I've added the package header to an order form within my price list, however, when I add this to an order, it appears to only pull through pricing of items that are also in that form and not others.
Is there a way I can set up my package to be pulling items and their pricing from multiple forms?
0 upvotes
Hello Michael,
When you add the package to the Price List, the header and the details get added to the Order Form you selected when adding. So when you say that "when I add this to an order, it appears to only pull through pricing of items that are also in that form and not others", this sounds like the code is behaving as-expected.
What is the use-case for pulling package details from different forms? I'm assuming you're pricing those items differently in different circumstances.
I would recommend working with a consultant or your CSM (if applicable) to come up with solid approach.
And as always, if you think that the code was behaving differently at one point, please submit a ticket and the team can dig in a bit further.
Jake Griesenauer
Product Manager - Orders & Operations
0 upvotes
Thanks Jake
In our case, we've got the different elements of our AV department separated in to different forms. One for sound, one lights, one visuals, labour, rigging, etc.
I'm looking to build packages which can reference items from each of these forms and pull through their pricing in one lot. Say an entertainment packages with stage, lights, speakers, mics and consoles.
Surely there should be a means for my package to reference all these form, or would the only method be containing all these items in a single form?
0 upvotes
Hey Michael,
I'm sorry, but currently packages aren't able to reference items on different forms...at least not explicitly.
When a package is added to the price list > form, the details are added to the same form in the back-end. As you can see in this screenshot, the details are also added to the same form:
If you have any specific questions around reporting or managing packages, I would recommend reaching out to your CSM or an Ungerboeck consultant.
Let me know if you have any questions.
Jake Griesenauer
Product Manager - Orders & Operations
0 upvotes
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