Package Overview

A package is simply one or more items that are sold together for a single price. Creating a package is just like creating any other price list item, with two additional steps - adding package components and choosing package pose options. 

Creating a Package

1. Go to Maintenance > Price List > Price Lists to open Price List Maintenance if it's not already open.

2. In the left panel, click on a price list to expand the folders.

3. Highlight one of the group folders in the list and then click New Item on the ribbon to open the Price List Item Maintenance window. 

   

4. Complete the following required (or highly recommended) fields:

   • Item Identifier - Choose a code you can use to quickly identify the package. Note: Item identifiers must be unique within each price list. 

   • Item Description - Enter the package description that should appear on the client's invoice.

   • Item Type - Choose "Package" as the item type. Notice that this selection "turns on" a new Package Information section on the General tab as well as a new Package Components tab (see screen shot above). You'll complete those sections in steps 5 and 6 below.

   • Item Group - The group will default to whichever group folder you were in when you created the item. Choose a different group, if desired.

   • Standard Price - Enter the standard price you charge your clients for this package.

5. In the Package Information section, enter the following:

   • Min/Max # Images Allowed - Enter a minimum and maximum number of poses that are allowed within the package. Note: In addition to setting your pose requirements for each package, you must also activate these validation options on the Digital tab in your Company (Studio) Preferences. See also: Company (Studio) Preferences - Digital  
     

   • Additional Pose Fee - The software can automatically add a pose fee to the package if the maximum number of poses is exceeded. If you don't already have one, create an "Add-On Pose Fee" item in your price list and then select it here.

   • Package Locking - If you don't want users editing a package after adding it to an invoice, choose one of the corresponding items to lock the package components, allow replaceable items to be edited, or allow any modifications. See also: Item Tags

6. Now, open the Package Components tab.
   
   

   This is where you add the individual products and services that are included the package.

   • Using the first line, choose a product using either the Item No or Description drop-down lists.

   • Enter a quantity for the product.

     HERE'S A FLASH FOR YOU! When entering a product quantity, consider how many poses can be chosen for the item when a client orders. If a package includes two 8x10s and you allow the client to choose a different pose for each one, the 8x10 should be added to the package twice (each time with a quantity of "1") instead of choosing a quantity of "2." Why? Take a look at the invoice screenshot below. Notice that each line item in a package can have a different pose, but there is no way to choose two poses for a single line item. If you allow different poses for products of the same size, add them to the package multiple times.

   • Click Enter to add the product.

   • Enter additional products as needed.

7. Back on the General tab, complete any of the other fields you wish to use. For a complete description of each field, see the Price List Reference topic. 

8. Click Save & Close when finished building your package.

Tips for Invoicing a Package

• Packages will have a different appearance on an invoice. When you add a package to an invoice, the package will appear on the Invoice > Order Detail tab. There will be a header line containing the package description and price. This line will be bold and highlighted in yellow. Each package component will be appear on a separate line below with a price of $0.00. The component lines are highlighted in a light yellow and the description column is slightly indented.
  
  

• If you have set the Min/Max # of Images Allowed for this package in the price list and enabled invoice pose validation on the Digital tab in Company (Studio) Preferences, the software will warn you not to save the invoice until you have selected the appropriate number of images for this package. See Invoices for more information.