Products in Package

In this article, we will discuss products covered by a package.

Things to Know:

• Once a client purchases a package that includes products, they can use the package to pay for a product via POS
• A package is considered "used" once the ticket has been saved/closed.
• 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 package configuration
• The package’s validity is based on the local time zone of the location. It remains active from the time of purchase until 11:59 PM local time on the expiration date.
• 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
• Staff commission for products in packages is configured when the package is created. The commission is calculated based on either the retail price of the individual package item or the calculated package price (price of the package/ quantity of item credit).
  
• 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
• 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
• The package label will not be visible in POS for packages that have been fully used or have expired
• Package items follow a first-in, first-out (FIFO) consumption method. This means that items from the earliest purchased or added package will be used first when redeeming on a ticket, regardless of whether other packages in the profile have an earlier expiration date.
• The package balances report shows the remaining items in each active package. For more information, please see here.
• Package credits are applied to the cheapest eligible product on a ticket. For example, if checking out multiple eligible products in POS while the client has only one package credit, the credit will be applied to the cheapest product on the ticket.  

CONTENTS

• Purchase Products in Package
• Viewing Package Balance on Client Profile

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

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.  

Related Articles:

Revenue for Appointments, Classes, and Products in Package

Commission on Appointments, Classes and Products in Package

Package Balances Report