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Creating Packages
To create a Package, click [Packages] > [Add Package].
A form will be presented with the following sections:
Basic
This section requests basic information about the package, including the following:
- Package Name - A friendly name for the package.
- Status - The status of the package, i.e. (Active, Inactive, Restricted) In most cases Active should be selected. Inactive Packages cannot be used, and Restricted Packages can be used only by select clients.
- Quantity Available - Unlimited is selected by default, but if a limited supply of this product is available, the quantity on hand may be entered.
- Description - A description of the Package.
- Module - The module this package will use for provisioning and field population purposes.
Pricing
Welcome Email
Group Membership
After entering necessary details, click the "Create Package" button to create the Package.