Availability: From the Available In drop-down list, select the effective dates for which this package will be available.
2.
General:
a.
Enter the name of the package in the Item Code field.
b.
The Description field will default to the Item Code. You can add additional description if you like.
c.
The brief Notes field can be used for additional information.
d.
Choose the Charge Type you want to use from the drop-down list: Flat Rate or Per Person.
e.
Enter the Default Time From and To during which this package will typically be used. If you want the package to be used at the same time as the location to which it is added, you can check the Use Location Attendance box below.
3.
Options:
a.
Available: When you first create a new package, the Available checkbox will be pre-selected and grayed out. Later, you can uncheck this check box to indicate that a previously used package has been discontinued. This will prevent staff from selecting it for future events. EventPro cannot delete the package if it has been used for previous events.
b.
Billable: Check the box to indicate that the package is usually billable. Non-billable items will not show up in invoices.
c.
Print in Setup: Check this box to indicate that the package is to be printed on setup sheets.
d.
Discountable: Check this box if you want to allow the charges to be discounted.
e.
Use Location Times: Check this box if the package will typically be used for the same length of time as the location. The Default Time From and To fields above will be disabled if you choose this option.
f.
Use Location Attendance: Check this box if, by default, you want the quantity of the package to be set to the number of people attending the location. This box will only be available if you chose the Per Person charge type above.
g.
Show on Web: If you have the EPWeb module, check the Show On Web checkbox to allow the package to show on the website.
4.
Cost/Price:
a.
Check the Use Package Items Costs checkbox if you want the cost of the package to be calculated using the costs of the individual items on the day of the event. If you check this box, you will not be able to enter a set cost in the field below.
b.
Alternatively, you can enter a set cost in the Cost field. Ensure the above checkbox is not checked.
c.
Check the Use Package Item Prices checkbox if you want the price of the package to be calculated using the prices of the individual items on the day of the event. If you check this box, you will not be able to enter a set price in the field below.
d.
If you do not want to use package item prices, you can enter a set price in the Price field. Ensure the above checkbox is not checked.
e.
Enter a Minimum Margin to prevent staff from discounting below the set margin.
5.
Applicable Taxes:
a.
Check the boxes under Applicable Taxes to indicate the taxes applicable to this package.
b.
To review how applicable taxes work in conjunction with Applicable Event Taxes, review the information provided under see Step 6: Company/Contact, Entering New Company: Taxes above.
A comments field can be added to every Package Configuration.
You can format the font, colors and alignment of the text using the icons. If you want to create a document with more complex formatting, click the Word Processor button. To learn how to use the various functions of the Word Processor, see Chapter 12: Communications, Part B: Letters, Word Processor.
Using the drop-down arrows, select the applicable Income and Expense Accounts for the package configuration. If you use Department codes, you can also select one from the drop-down list.
You set up these codes earlier in the setup process under General Lookup Tables: AccountsandDepartment Codes.
5.
When you have entered all the information you need, click Save.
