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.

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.

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.

You may encounter scenarios where you want to offer a discounted package price but still track the utilisation/revenue of individual items. However, the way the price is displayed to the customer may also be a factor. Here is a comparison of a setup using or not using package headers.

This method applies revenue directly to each item in the package:

1. Add the items to a package and set their package prices individually.
   Example:

   • Main Item: $100.00

   • Accessory Item: $50.00

The package will be laid out like:

Main Item                | Qty: 1 | Each:  $100.00  
Accessory Item           | Qty: 1 | Each:  $ 50.00  
                                    TOTAL: $150.00

Advantages:

• Revenue is allocated to specific item codes, supporting ROI and sales reporting.

• Items accrue both time-based and financial utilization and hire history.

• Customers see individual prices and the total on their invoice.

This method assigns the package price to a header item, leaving other items priced at $0.00.

1. Create a Package Header item to represent the total package price.

2. Add the header to the package, followed by the individual items set to $0.00.
   Example:

   • Package (Header): $150.00

   • Main Item: $0.00

   • Accessory Item: $0.00

The package will be laid out like:

Package (Header)         | Qty: 1 | Each:  $150.00  
Main Item                | Qty: 1 | Each:  $  0.00  
Accessory Item           | Qty: 1 | Each:  $  0.00  
                                    TOTAL: $150.00

1. Advantages:

   • The customer sees one price for the package, simplifying presentation.

   • Utilization and hire history are still tracked for the individual items.

2. Considerations:

   • Revenue is assigned to the package header item, not the individual hire assets.

   • This method prevents customers from removing package components (thus breaking the package) while still expecting the reduced rate for other items.

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.

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.