button. The Add Package dialogue box displays as pictured below.A Package in netFORUM offers two inventory products together for sale, most often at a lower price. For example, you might offer your customers a bargain price if they buy both the membership pin and membership directory in one package. Package items can be inventoried or non-inventoried. If the item in the package is an inventoried item, netFORUM will track each product as a separate inventory transaction. This is different from Kits where all assigned items are tracked as one inventory transaction together. Packages, unlike Product Bundles and Kits, do not have price profiles or pricing controls which means that you are unable to set-up member vs. non-member prices within the current baseline functionality.
The five standard Group Item Links (Add, Find, List, Run Query, Query Central), are available in the Package group item.
Note: Event Registration and Membership Dues cannot be added to the same package.
To add a new Package to netFORUM , your first step is to name and describe the Package you will be creating. Note that fields in bold in netFORUM are required fields. You will not be able to save your Package until these fields are complete.
To add a new Package to netFORUM, follow these steps:
Finding a Package that has been entered into the netFORUM database is easily accomplished. The Find function is universal throughout netFORUM and detailed on the Find topic.
Finding records within the Inventory module follows the same format and function. You can search by Package Name. (Use the drop-down list to find a specific Package.)
The Advanced View check-box allows you to conduct Boolean searches to broaden and narrow your search as needed.
Records resulting from the Find Record search appear in the List-Package list.
The Package Profile is displayed once you have entered a new Package into the netFORUM application. If you want to navigate to and view a specific profile page:
Depending upon which Package you choose, its Package Profile will display.
The Package Profile shows the product code, package name, the start and end dates the package will be available, and specifies if the package should be available online and for what dates (if applicable).
Additional information that relates to how the Package will be displayed online such as the ability to upload a thumbnail and how its text will be displayed is available by clicking the web information button. Finally, you are able to edit the Package by clicking on the edit button.
There are two child forms that can be accessed from each Package Profile as well. Child forms are accessed by clicking on the various tabs found at the bottom of each profile page, in this case the Components and Other Products tabs.
These child forms allow you to add the products you plan to sell within your Package as well as complementary and substitute products as well if you choose.
Each tab and corresponding child form is discussed in more detail below.
The Components tab on the Package Profile contains one child form that can be changed; the package components child form, displayed below.
Now that you have created your package, this child form enables you to add the products you will feature for sale within the package. For example, in the screenshot above the OLB business unit has decided to offer a Lifetime Subscription and Technical Writing for Kids book for sale at discounted price (than if purchased separately).
To add products to a Package, click the Add Record or button. The Add Package dialogue box displays as pictured below.
All fields on the add package component form are required. Notice that you are able to choose how many of the specific product you want to offer for sale within the Package in the package quantity field. Pay particular attention to the package item price field. Use this field to determine how much you want to discount this particular item within the Package.
Clicking the show on invoice? checkbox will cause this product to show as a line item on the invoice for the package.
Clicking the optional? checkbox will allow users to remove this line item for their shopping cart when purchasing the package. Leaving this checkbox unchecked will make this product a required part of the package.
Once you have finished adding products to your Package, you are ready to begin selling it either through Centralized Order Entry or through eWeb if you specified that it should sell online.
The Other Products tab on the Package Profile enables you to associate Affiliated Products to the Package you are currently creating or viewing in the Package Profile page.
For example, you can assign a complementary or substitute products that are associated with your normal Package items. In the example above, the following products have been suggested as affiliated products:
Note that, for Packages, you are only able to substitute for the entire Package and not for the individual products within the Package.
For more information, view the Complementary Products topic.
Once your Package has been set-up within netFORUM , you may begin to sell it on your Website or use the Centralized Order Entry (COE) process in netFORUM to sell Packages yourself to individual customers.
This process is described in detail on the Centralized Order Entry page. The end result of a Package sale is depicted in the screenshot below. Both items are displayed to you as well as the discounted price specified for them. Finally, both items defined for this Package are also taxed using the Virginia State sales tax defined in a previous Tax Product defined. When you Save this order, you will also be able to add further discounts using a Discount Product if you choose as well as associated shipping costs using your defined Shipping Product.