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Creating a Package Product

Paige Freeman
  • Updated

ThreeSixty Web Client allows you to create new package products.

To create a new package product:

  1. From Product Central, select Package from the Create a New Product card.
    Alternatively, you can select Create a Package from the left navigation menu.
    The Product Setup screen appears, as shown below.
  2. Enter the Product Code and Parent Product. For a master product, the Product Code and Parent Product values should be the same.
  3. The Product Type defaults to Package..
  4. Select the Product Class from the drop-down. Values in the drop-down are populated based on the non-fixed codes defined for the PCK "PRODUCT_CLASS" system type.
  5. Enter the Product Name.
  6. The Invoice Description defaults to the same value.
  7. If necessary, enter the Product Manager Email.
  8. Select "Yes" or "No" for the Master Product option. When unchecked, it implies that the product cannot be entered directly without already having another product with the same parent product but different product code. The checkbox defaults to checked.
  9. Select "Yes" or "No" for the Members Only option. When checked, the system allows only members can buy this product.
  10. If necessary, search for and select a Primary Search Group to link to the product.
  11. Select the Product Status from the drop-down. The status of the product. Values include Active, Cancelled, and Discontinued.
  12. Select "Yes" or "No" for the Available to Order option. When checked, sets this as an active product for purchase by customers.
  13. Select the Available From date. Defaults to the system date, but it can be overridden. The date from which the product will be available from.
    The Available From date cannot be changed if orders have already been created for it.
  14. Select the Available Through date. This field is usually left blank unless there is a specific date on which the product will no longer be available. If a date is entered, the product will not be available for orders after this date.
  15. Click Continue.
    The Package Setup step displays, as shown below.
  16. The Product Code, Parent Product, and Product Name default with the information entered on the previous step and are read-only.
  17. From the Package Options section, select the Package Selection Type from the drop-down.
    This field controls how package components are treated in an order. Values in the drop-down are defined based on the fixed codes defined for the PCK "PACKAGE_SELECTION_TYPE" system type.
  18. Set the Renewable toggle to Yes if the package product can be renewed.
  19. Enter the Package Discount %, if any.
    When set, this overrides any other discount against the line items of the package. The Package Discount gives a discount to all products purchased in the package.
    For more information on the fields available on the Package Setup step, please see Package Options.
  20. Click Done.
    The new product will open within the Product Summary.
  21. Alternatively, select Save and Add Components to save the product and continue to add the package components.