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very collection of inventory items — bottles of wine or other merchandise — that you ship or sell to a customer is defined in Λctiv8 Manager as a package. A package isnʼt a physical object; itʼs an abstract data container where the computer brings together all the properties of that particular collection — its contents, size and weight, price, shipping and discount rules, and so on. When you create a sales order based on a package definition, Manager uses those properties to create a new transaction.
The Package list displays all the packages in your Λctiv8 database, both those that are built in to Manager and those youʼve created.
Manager uses four main types of package:
- An empty box defines the size, weight, and other characteristics of a box, but not the specific items to be included. Manager uses empty box definitions as needed when filling retail sales and “shopping cart” orders.
- A full box is used to calculate shipping charges and generate a label for a box that has already been created, for example, when shipping an order that a member has failed to pick up in person, or calculating shipping for returned merchandise.
These package types are built in to Manager, and you can create more of them to suit your specific needs. Before you can use these definitions to create sales orders, youʼll need to configure each of them to ensure that the package weights and the rules for shipping and handling, discounts, and taxes are set up correctly for your clubʼs operations.
The other two main types are those youʼll create and define as you need them, specifying the items to be included and any special discount or other rules that you want to apply to them:
- A club package contains a collection of inventory items to be sold as part of a regular club release.
- A product package is a group of items sold as a unit through the “shopping cart.”
A fifth type, archive packages, doesnʼt require configuration; itʼs used for old packages that are no longer used, but are stored in the database for historical reference.
The Actions menu
In the Package list, the Actions menu contains the command Update Package Data, which lets you modify the details of multiple selected packages at once.