The Package Data Entry dialog contains the details of a single entry in the Package list. Youʼll need to provide most of this information when you create a new club or product package, or when configuring empty- and full-box package definitions.
Once youʼve entered the basic data here, youʼll specify the inventory items to be included in the package.
Label: Identifies the package in certain Λctiv8 Manager reports
Type: 'Club' for regular club releases, or 'Product', 'Empty Box', 'Full Box', or 'Archive'
Subtype: Select a package subtype on which to base the new package
Category: Choose the type of merchandise the package contains, e.g. 'Wine.'
Name: Appears in views and reports, and on the shipping label
Description: Appears in searches, reports, and some list views
Note: Make sure the description is complete enough to distinguish this package from others; it can be longer than the Label and Name.
Price: Automatically filled from the Inventory record; can be changed in the Package Inventory dialog
Weight: Total weight of shipment (can be left blank; will be calculated when you add the inventory items)
(Note: In exceptional circumstances, you can override the package weight here.)
Insured Value: Declare a value to request insurance coverage for the package. Manager will add the fee to the shipping cost for each order.
Carbon Neutral: 'Yes' indicates that the shipper has purchased a carbon offset allowance for this shipment
Shipping & Handling Rule Overrides:
Fixed S&H Fee: Normally $0.00; if you enter an amount here, this amount will be applied to all sales orders based on this package (for use when applying a fixed rate for shipping, rather than real-time rates)
S&H Method: Leave blank; selecting 'Handling Rule' or 'S&H Rule' here overrides your default preference (set in the Merchant record) for this package.
Package as Product: Options used for product packages
S&H Rule Applied to Shipping: Select the appropriate S&H rule according to the number of bottles in the box
Handling Rule Applied to Pickup: If you charge a handling fee to pick-up customers, select the corresponding rule
Handling Rule Applied to Delivery: If you charge a handling fee for package delivery, select the corresponding rule
Shipping Rule Applied to Shipping: If you have multiple sets of shipping rules (e.g., UPS in summer vs. FedEx in winter), select the corresponding option
Discount on Products: Applies to all items in the package. (Use only if youʼre not using the Final Price option [below].)
Add to Inventory Discount: Tells Manager to apply the package-level discount in addition to any inventory-level discount
Discount on S&H Applied to Shipping: Use for special discounts on shipping. To specify the minimum total purchase amount needed for this discount to take effect, click Add Rule.
Discount on Handling Applied to Pickup: Use for special discounts on handling charges for pickups
Advanced Discount Options: Specifies rules for a graduated discount scheme, e.g., when a memberʼs discount increases over time
(Graduated discounts are an effective way of retaining members and reducing club-hopping.)
Is alcohol: Select 'Yes' if shipping alcohol; if not, select 'No' (and disregard the remaining fields)
No of Bottles: May be left blank; will be calculated when you add the inventory item
Liters: Total volume of alcohol in the package. May be left blank; will be calculated when you add the inventory item.
Volume of Alcohol: Highest percentage of alcohol in package
Alcohol Packaging: Choose the appropriate option
Displays the contents of the package, and lets you add or remove items. When setting up the package for the first time, youʼll need to populate the list with items from inventory.
You must choose a POS Location where the package will be available for sale. To sell it at more than one location, youʼll need to create a separate copy of the package for each.
When you add an inventory item to the package, Manager requires you to select the inventory location from which the stock will be drawn.
You can modify details of an item when it is part of the current package. Double-click the item in the list to open the Package Inventory dialog. Here you can change:
the Unit Price (on the General tab)
the Discount Rate (on the Cost tab). Any discount you specify here will be overridden by one that youʼve set in the Package Data Entry dialog, unless youʼve also set the option Add to Inventory Discount
This tab is customizable according to your needs; contact Λctiv8 support for help.
Specifies an alternate version of a standard template, for example, a sales receipt for an event ticket. (Used primarily for shopping-cart orders.) You can change the template for a specific transaction in the Transaction record. Template names can be found in the Job Queue list.
Displays a product image for the package.
The Notes and Awards tabs are for information that will be displayed in the online “shopping cart.”
↑ Creating a club package
Setting package details
Defining package contents
Modifying package items
Updating package data