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Packages are basically products or plans. Packages can appear on order forms and be ordered by clients, or added manually by staff. An ordered package becomes a service, which may or may not recur. A recurring service results in recurring invoices being generated and sent to the client for the renewal period.
Creating Packages
To create a Package, click [Packages] > [Add Package].
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The Pricing section allows a price, setup fee, and cancellation fee to be set for a given term, period, and currency. An example would be: 1 (term) month (period) USD (currency) with a price of $15, setup fee of $0, and a cancellation fee of $50. Any combination of terms, periods, currencies and pricing may be set, but it is recommended to avoid creating pricing with identical term, period, and currency options. When multiple currencies are offered, setting the price for each currency will insure that the specified currency is used. If the package is ordered in a currency that does not have pricing specified, the current exchange rate will be used.
Welcome Email
The Welcome Email section displays a WYSIWYG (What you see is what you get) editor and has two tabs, one for HTML, and the other Text. Both should be populated. When a service using this package is provisioned, the client will be sent an email with the contents of this section. Certain tags, depending upon the module, may be entered and will be substituted in the delivered email.
Group Membership
All packages must belong to at least one group in order to be usable. The package group may be a standard or add-on group. Package groups create a heirachy between packages, separating those that are standard packages or add-on packages.
After entering necessary details, click the "Create Package" button to create the Package.