Products in Package

In POS, clients can use package item credits to pay for products included in their package. When a product qualifies for payment with a package credit, a package label will appear, indicating that the package will cover the product’s cost. This article provides detailed guidance on how to apply package item credits toward product purchases.

Things to Know:

• When a product that is included in a package is added to a ticket, the package icon will appear, showing the number of item credits used and the remaining credits available in the package.
• The package label will not be shown in the POS for packages that are either fully used or expired
• By default, package credits do not apply to products with a $0 value. However, if the “Should generate bundle purchase usage for items with price $0” hidden setting is enabled, the item credit will be applied.
• A package is considered "used" once the ticket has been saved/closed.
  
• A package’s validity is determined by the local time zone of the location where it was purchased. The package remains active starting from the purchase time and expires at 11:59 PM local time on the expiration date.
  
• Package items follow a first-in, first-out (FIFO) consumption method. This means that items from the earliest purchased or added package will be used first when redeeming on a ticket, regardless of whether other packages in the profile have an earlier expiration date.
• Package credits are applied to the cheapest eligible product on a ticket. For example, if checking out multiple eligible products in POS while the client has only 1 package credit, the credit will be applied to the cheapest class on the ticket. 
• After a package is used, it can only be refunded if the "Allow refunding packages even after they have been used" setting is enabled
• On the client's profile, you can view their package balance as well as the history of their remaining visits for each product included in the package
• Staff commission for products in packages is configured when the package is created. The commission is calculated based on either the retail price of the individual package item or the calculated package price (price of the package/ quantity of item credit).
• The package balances report shows the remaining items in each active package. For more information, please see here.

To purchase a product in package: 

1. Go to POS > New Ticket 

2. Add a client who purchased a package to the ticket 

3. Select a product from the Product tab (ensure the product is qualified to be paid for using a package)

When the product is added to the ticket, the "Package" label will appear in the price field

4. At the bottom of the screen, select "Close Ticket."

A closed ticket confirmation will be displayed at the top of the screen.

Once the ticket is closed, the package count on the client profile will decrease.

For more information, contact us at support@mytime.com.  

Related Articles:

• Revenue for Appointments, Classes, and Products in Package
• Commission on Appointments, Classes and Products in Package
• Package Balances Report