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How to Setup a Package Item

In this tutorial, you will learn how to create packaged items.

A Packaged Item is setup in a Parent/Child relationship.

Create Parent Item

The parent sales item will “hold” the items inside the package. Allow the child items to determine the price of the parent item.

  1. Setup | Sales Item
  2. Click New
  3. Choose Non-Inventory Item
  4. Enter description
  5. Setup Reporting Structure

NOTE: Leave price blank. The Child item(s) will determine the price of the parent Item.

Create Child Item(s)

See How to Setup a Non-Inventory Item
See How to Setup an Inventory Item
See How to Setup a Green Fee Item

Create Package

  1. Setup | Sales Item
  2. Right-click Parent Item
  3. Choose Modify
  4. Click Tag Along/Package
  5. Choose Child Items to package
  6. Select Package Checkbox
  7. To hide item from receipt, click Hide
  8. Change Price to desired price of Child Item
  9. Click OK
  10. Click OK

Example Package Item Setup

Details Tab:

details tab

Tag Along/Package Tab Setup:

tag along/package tab setup

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