Sell a Package (How-To)

Summary

You can sell packages in the Business Portal with the Point of Sale. Packages show as bundled items that can include several parts, such as reservation credits, service credits, or add-ons. When you add a package to the cart, all its parts come together as one bundle.

Steps

Open Items for Sale

  1. Go to Point of Sale > Items for Sale.

    Dashboard with Point of Sale menu

  2. Find the package the customer wants to buy.

    Items for Sale page listing packages.

  3. To see the parts of a package, select View More. Packages show a quick view of the total price.

    Package expanded to show its included parts.

Add the Package to the Cart

  1. Select Add to Cart next to the package. The package shows in the cart as a bundled item with each part listed beneath it. You cannot remove parts one at a time. If you remove any part, you remove all parts.

Open the Shopping Cart

  1. Open the cart in one of two ways:
    • Select the success notification in the upper right corner.
    • Select the Cart icon in the top navigation bar.

    Item added to cart notification.

Assign an Owner to the Cart

You must assign an Owner to finish the purchase.

  1. In the cart, select Assign Owner.
  2. Search for and select the Owner profile. Package credits go to this Owner's account when they buy.

    Cart with an owner assigned.

Check Out

  1. Review the cart to make sure all package parts and prices are correct.
  2. Select Check Out With Payment.

After you collect payment, Gingr adds the package and its parts to the Owner's profile. Invoices show each package part as its own line item beneath the package name.

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