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 which should not be a Hire or Sales type as the Package header should not hold a quantity or be tracked in item availability or sales stock on hand (i.e. Misc)

3. Optionally, you can a new Package (Non-Hire) Item Type which you can reuse if you are creating multiple packages.
   To create a new Item Type please refer to this guide: https://docs.hirepos.com/en/articles/2306049

4. Expand the Configuration section below.

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

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

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

8. 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.

To hide items in packages from the customer (or display only the package header item with its price on an invoice), consider making package items a Component. Component items can still be hired individually outside of a package but can be hidden from the customer within a package.

A "Component" in HirePOS allows items marked with this option to be concealed in certain documents, such as Quotes, Bookings, and Tax Invoices, as long as they have a $0.00 invoice line value. However, these items remain visible on Delivery Dockets, Pickup Dockets, and other reports.

For guidance on making your items Components, please refer to the following help guide: https://docs.hirepos.com/en/articles/3186945.

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.

4. If you are using a package header and want to add more than one package to a sale you can increase the Qty/Items of the package header item. By default, if you change the quantity of any items within a package, you are prompted to change other items within the package proportionally.

5. On Save, HirePOS will do an availability check on the Package Items to ensure you have enough component items in stock.

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.

Using the Availability screen, HirePOS can tell you how many instances of your Packages are on Hire and how many may still be placed on hire by checking the availability of all the component items.

To locate a package in the Availability screen:

1. Click on the Filters button (clear any existing filter values if required)

2. Select the Item drop down list and either scroll until you locate the package; or place the mouse cursor in the item field above the listed items and begin typing the name of the package to narrow down the listing.

3. Once the package has been located in the item listing, select it and the availability view for that specific Package loads.

4. In this view you can see the number of package instances on hire over the given date period and also how many items are allocated at the package level. By clicking on a Qty or allocation block number you can drill into the component item's availability to see all bookings at that level (packaged or individually hired).

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