Defining a Series

The Pkg/Series window allows you to define series so that you can offer discounts to clients that purchase the same service on a regular basis.

1. Select Data > Packages/Series.

The Pkg/Series window displays.

2. Click New.

3. Select Series.

4. In the Pkg/series Name field, type a name for the series.

5. In the Items Included table, select the service to include in the series:

1. Double-click in the Service field, select the service, and click OK.

2. In the Quantity field, specify the quantity to include in the series.

3. In the Price Each field, change the default price to the discounted price you want to charge for the series.

Important:  Service providers receive commission based on the price you enter in the Price Each field.  If you give a 10% discount on the service for the package, you should reduce the amount in the Price Each field by 10% so that service providers are paid commission on the discounted price and not the full price.

6. In the Expires _ Weeks After Purchase field, select the number of weeks after purchase that clients have to redeem the series items, or select "0" if you do not want to set an expiration date for the series items.
7. Move to the Pricing tab and define the pricing structure for the series:

1. In the Pkg/series Price field, type the price to charge for the series.  If you want to reduce this price by a certain percentage, click Calculate % Off and type a percentage in the Enter % to Subtract field that displays.

2. In the House Charge field, type a house charge to add to the price of the series to cover the cost of performing the services included.

3. In the Default Tip field, type the prepaid tip to include with the series.

8. Click the Catalog Descript tab and type a description to display when clients look up the series in Online Booking:

1. In the Catalog Description field, type a description of the series.

2. Click Edit/Insert Photo if you want to add an image to display with the series description.  Open the image that you want to use in an image editor and press Ctrl+c.  Move back to the Photo Selector window and press Ctrl+v.  Click Save to add the image.

9. Click the Commission tab and define the commission structure for the series:

• Define a new commission structure

  1. Select Commission Override to allow employees to receive commission for selling the series.

  2. Type the dollar amount to pay in commission or click $ and type the percentage of the sales price to pay in commission.

   

• Copy the commission structure used for another package/series

  1. Click Copy Commissions from Another Package.

  A selection field displays.

  2. Select the package/series with the commission structure you want to copy.

   

Tip:  Click Employee Specific Commission Override to define employee-specific commissions for selling the series.

10. Click Save.

related links

Defining a Package

Package & Series Setup

Ringing Up a Package/Series