In this article, we will discuss products covered by a package.
Things to Know:
- A product is eligible for sale to clients only if the "Sell to Clients (And Apply Taxes)" checkbox is selected in the edit product details interface in the inventory.
- You can only use the package to cover the price of products if the products were included in the membership configuration
- On the client's profile, you can view their package balance as well as the history of their remaining visits for each product included in the package
- Once a client purchases a package that includes products, they can use the package to pay for a product via POS
- You can increase or decrease the number of products remaining in a package from client profiles
- After a package is used, it can only be refunded if the "Allow refunding packages even after they have been used" setting is enabled
- If the price of an item covered by a package is $0, the package will not apply to the item unless the "Should Generate Bundle Purchase Usage For Items With Price $0" hidden setting is enabled
- A staff member is eligible for commission on a product sale if the "Commission Eligible" checkbox is selected in the edit product details interface in the inventory
- The package label will not be visible in POS for packages that have been fully used or have expired
- Package balances report shows the remaining items in each active package. For more information, please see here
Purchase Products in Package
To purchase a product in package:
1. Go to POS > New Ticket
2. Add a client who purchased a package to the ticket
3. Select a product from the Product tab (ensure the product is qualified to be paid for using a package)
When the product is added to the ticket, the "Package" label will appear in the price field
4. At the bottom of the screen, select "Close Ticket"
A closed ticket confirmation will be displayed at the top of the screen.
Once the ticket is closed, the package count on the client profile will decrease.
Viewing Package Balance on Client Profile
To view package balance on a client profile:
1. Open the client's profile that you want to view
2. Navigate to the "Packages Purchased" section. Here you will see the date and time that the package was used to cover the product purchase.
To view the number of products remaining in a package
1. Click on the "Edit Package" button in the top right corner to open the "Edit Package" modal
For more information contact us at support@mytime.com.