This video and article will walk you through adding a new sales package at the Corporate level.
1. Accessing Sales Packages
Navigate to Setup > Sales & Metrics > Sales Packages.
Find the Folder Group and locate the Folder you want to add your new sales package. Select Add A Sales Package.
2. Start Sales Package Creation
Clicking the link will advance you to the Add A New Sales Package screen.
Enter the name of your new sales package and choose if it will be set as a Membership Package, Membership Add On or Services Package (eg PT). You can also choose to Clone An Existing Package. Click the button Add The New Sales Package to save your changes.
3. Sales Package Settings
By default, you will be taken to the Settings tab to continue the process and fill out key information such as:
Enabled for Sale? - If selecting Yes, it will be available for sale.
Enable Package On - Select the date this sales package is available for sale.
Pre-Sale Package? - Select Yes if this is a pre-sale package.
Expiration Date - A date entered here will disable the package for purchase after that date.
Package Duration - This is how often you would like invoices created for this package. For example if you would like invoices created every month, enter, 1 month.
Monthly or Package Standard Price - This is the standard price of each invoice. Please note that this can be over-ridden by installment plans created on the installments tab of this package.
Learn more about our available sales package settings:
Sales Package Settings Tab
Sales Package Installments Tab
Sales Package Included Tab
Sales Package Who Can Sell Tab
Sales Package Eligibility Tab
Sales Package Payment Types Tab
Sales Package Cancel / Freeze Tab
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Corporate General: Can access corporate setup