Item Packages

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This document provides a comprehensive guide on how to set up item packages in HirePOS. Item packages are bundles of items designed for convenience and efficiency in sales transactions. This guide will walk you through the process of creating package headers, adding packages to sales, and adjusting package item quantities proportionately.

Setting Up an Item Package

To set up an item package in HirePOS, follow these steps:

  1. Go to Setup > Item Related > Item Packages to open the Packages List page.

  2. Click the New Package button.

  3. Enter a Package Description. The Code and Category fields are optional.

  4. Add items to the Package just as you would on an invoice, and set the preferred prices for the Package.

  5. Click Save Changes.

Package Headers

You can also create a Package header item, which condenses the price of the entire package into one item line. To set up Package Header Items:

  1. Go to Setup > Items > New Item.

  2. Provide a Description and select an Item Type.

  3. Expand the Configuration section below.

  4. Click the Not Selectable (Package Header) checkbox.

  5. Navigate to the Rates/Prices tab towards the top of the screen.

  6. Set a standard price for the entire package and click Save Changes.

  7. Add the package header to a package and set all other items to $0.00.

Now, you have a package with a total price without displaying each item's individual price. You can also use Component items for any items you don't want the customer to see on their invoice, but which will still appear on delivery dockets.

Adding a Package to a Sale

In the Quote/Booking/Invoice page, follow these steps to add a package to a sale:

  1. Click the cell in the Code column to select an item as you normally would.

  2. Any 'Package' will show with a blue 'P' package icon to the left of the item description.

  3. Select the package to add to the sale.

Adjusting Package Item Quantities Proportionately

By default, if you change the quantity of any items within a package, you are prompted to change other items within the package proportionally. To adjust this setting:

  1. Click the blue cog button located at the top right of the Invoice Items dropdown list.

  2. Uncheck the option Disable Package Quantities prompt.

  3. Click Save Settings.

Following these steps will help you efficiently manage item packages in HirePOS, streamlining your sales process and enhancing customer experience.