Creating a package category
Access: Service Administrators
Packages are a useful way of bundling several items that your user will want into one package. The user then has the ability to add or delete items making this especially useful for stationery packs.
1. There are two ways to access the Package Editor.
1a. On the partner site, select Package Editor, then skip to Step 6 below.
1b. Alternatively, if you are already in the service manager, follow these steps.
2. Select the service you want to add a package for, or create a new one.
3. Select add/remove categories.
4. This will bring up the add/remove categories supplier list. Select packs.
5. This will bring up the list of packs you have already created. To create a new package select Manage Packages.
6. The Package Editor will open. Select Add Category.
7. Enter the name of your new category.
8. Select NO for daily order cutoff.
9. Enter the name of your new package.
10. Select Add Item to start creating your package.
11. Select the supplier and the menu category your items are sitting in from the dropdown lists.
12. Select how many of each item you want to add to your package, then press Save. Repeat the process to add items from different menu categories/same supplier and different menu categories/different suppliers to your package.
13. When you are happy you have all the items you want in your package, select Cancel to get out of the supplier box.
14. Continue to add Packages to your Category by either creating each from scratch, or copying your first package and amending to suit. When you are done, select Save & Publish.
14. Go back into the service manager and select the service you were working on. Under packs you should now see the new package you created. Tick to select and then click done.
15. Save & Publish to make visible on your shop site.
In the above example we created a Service called Stationery Packs, a Category called Stationery Packs - flexi and Packages called Stationery Pack Year 6, Stationery Pack Year 5, Stationery Pack Year 4 and Stationery Pack Year 3.
16. Once you have created your package there are a number of options available to you:
* Download CSV - allows you to download the package information in a CSV file for sharing with others.
* Download PDF - allows the information to be downloaded as a formatted PDF for sharing with others, e.g. printing off for families.
* Share this page creates a special link that you can email to another staff member. Use this link to give access to the teacher in charge - this will allow them to change quantities, add/remove items etc with specific access to their package only. They will not have access to create new packages.
SHOP SITE
On the shop site users will see your new packages and be able to select the appropriate one.
Once selected, they can see what is in the package and add it to their cart by selecting their initial icon.
Once the package is in the users cart, they can easily add or delete items from the package to suit their needs.
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