These instructions will help you set up, configure, and sell packages. Your software makes tracking packages easy. You can enter in a group of services and products in a single transaction. For example, you may want to make a package called, "Deluxe Service Package" in which your client receives Haircut, Full Color, and Gel. The services and products would all be listed under the "Deluxe Service Package" package ID. On the open ticket, you would simply type in the package ID for the "Deluxe Service Package," and the services and products would all appear.
To add, edit, or delete a package click the Packages button/icon, or select Edit Packages from the Products and Services pull-down menu.
Adding or Editing a Package
The Packages function should be used for items that contain different products and/or services that will be redeemed in a single visit. If you are thinking of a "package" as merely a collection of the same service that will be used on different days, i.e. four Manicure to be used on different days, then you should use the Pre-Paid Quantities tab on the Add/Edit Service screen or simply sell the client four Manicure on a single ticket to track the client's prepaid quantity. However, packages can contain prepaid services if desired.
Click the Add Package button, or highlight the appropriate package and click the Edit Package button.
The Add/Edit Package screen will appear.
Enter the following information:
Package ID: up to an 18 alphanumeric code to designate the package
Description: a longer description of the package name
Comments: any applicable comments about the package
Select the Category if desired. New categories may be added by clicking the Edit button.
Click the Add Item by Searching button and the Look Up screen will appear. Select your item and click OK.
You can also click the Add Item by ID button and type in the service or product ID and click OK.
Continue adding products and/or services until your package is complete.
You have the option to customize how you price packages. You can do a package price adjustment in any of the three following ways:
Force: force the sum of all items to equal an exact amount. The Enter Package Price screen will appear. Enter in the price of the package and click OK. This feature is useful if you would like to offer several products and/or services for an even amount or offer a price break when purchasing this package..
Percent Discount: apply a straight percentage discount. The Enter Percent Discount screen will appear. Enter in the percent discount and click OK. This feature is useful if you would like to offer several products and/or services with a specific percentage discount off the retail price.
Full Price: reset prices to their original amount. You can use this button if you make a mistake when applying the percent discount or forced package amount.
Click Save when finished.
If your package contains prepaid services, you can use the Redeem Prepaid Service button on the client's subsequent tickets to deduct from their prepaid quantity balance as you wold with any other prepaid item. For more on prepaid services, see the article here.
Deleting a Package
Click on the package you wish to delete.
Click the Delete Package button.
The Are You Sure? screen will appear.
Confirm that you would like to delete the package and click Yes.