Skip to main content

How to Sell Packages & Check Out with a Package Credit

Kathryn H.
Kathryn H.
  • Updated

Overview:  In this article, we will show you how to sell packages to your customers from the business side of the application. 

 

 This article includes:

 

Helpful Hints: Before you begin.

  • You can only sell packages to Owners who are registered with at least one Animal in your system.

  • Only users with the can assign package credits and can deduct/refund package credits user permissions enabled can add or deduct package credits from an owner's account. 

How to: Sell Packages.

Navigate to Left-hand Navigation: Point of Sale » Sell Retail & Packages.
 
Screenshot
 
  1. Click the Add to Cart button for the package the customer is buying. This will add the package to the shopping cart. 

    Screenshot

  2. When all items have been added, navigate to the cart by clicking on the success message in lower left of your screen,

    Screenshot


    or click on the cart from the top navigation menu.


    Screenshot

  3. In the Shopping Cart, assign an owner to the cart session. An owner must be assigned to add the package to their profile. 

  4. Click the Check Out With Payment button to collect payment and complete the transaction.

    Screen_Shot_2019-12-11_at_6.54.29_PM.png

How to: Use/Redeem Package Credits

If the customer has a package on their account, you can use these credits to check out their reservation.

  1. Add the reservation to the cart by clicking the drop down menu next to their name from the dashboard and choosing Add to Cart.

    Screen_Shot_2018-10-22_at_11.17.38_AM.png

  2. Navigate to the cart by clicking the Cart Icon in the Top Navigation Menu.

    Screenshot

  3. In the cart, click the Coupon Icon to bring up the package menu. Click on the package that you'd like to apply to the reservation.

    Screenshot

  4. The credit will apply to the reservation and will cancel out the rate charged for the reservation.

    Screenshot

  5. Next, you'll select the applicable Check Out button at the bottom of the page to complete your transaction. If you are only using packages to check out (ie. you have a $0 balance in the cart after applying), select Check Out With No Payment. Otherwise, you'll take actual payment for any items left in the cart (services, retail items, etc) by selecting the $Check Out With Payment button.

    Screenshot


  6. Once complete, the receipt will reflect that a package credit was used, as well as the owner's package history.

    Screenshot

 

If the customer wants to buy a package and use one of the new package credits to check out their pet:

  1. Sell the customer the package first by following the instructions in the first section above.

  2. Use the Quick Check Out feature on the Dashboard. Click the shopping cart icon and click on the available package to use credits.

    The shopping cart icon beside the pet's name will have a little down-arrow on it, indicating that Quick Check Out is available for this reservation.

    Screen_Shot_2018-10-22_at_11.24.00_AM.png

  3. Navigate to the cart and complete the checkout transaction (as shown in the above sections of this article).

   

FAQ: Check this out!

How do I know how many package credits a customer has?

From the business side of the Gingr app:  

  1. Navigate to the customer's Owner Page by using the Search box at the top of the app.

    Screen_Shot_2018-10-22_at_11.57.12_AM.png

  2. On the Owner's page, scroll down to the bottom to find Packages. In the Remaining column, see how many credits remain on each package. You can also click View History from the Actions button to view a detailed history of transactions for the used package credits.

    Screen_Shot_2018-10-22_at_11.58.25_AM.png


    A panel will pop up showing the complete history of transactions for this package.

    Screen_Shot_2018-10-22_at_12.03.15_PM.png

 

The wrong price is showing up in the cart when I use a package credit.

The amount that a package credit deducts from charges in the cart is tied directly to the Location Default Rate for the associated reservation type. 

Package credits are like vouchers. Regardless of what a customer pays for the credit, that doesn't change the price of the service at checkout. 

So, for example, you may sell a 10 day pass for daycare for $250, which means that each credit costs $25. However, this does not change your base price for daycare, which is $30.  

Therefore, when you check a customer out for their daycare reservation, the charge will come up as $30 and the package credit (voucher) will negate that charge by applying negative $30, regardless of what the customer paid for the individual credit.

This behavior can be changed by configuring the package type to calculate pricing rules for the parent reservation.

 

How can I edit the expiration date of a package?

From the Owner's Profile Packages Section, click the action menu next to the package you would like to edit. Select Edit Expiration then choose a date to set the next expiration day to. 

Auto and manually set renewal times will both occur at 11:59 pm on the last day of the subscription and the customers will be able to use credits on the date displayed. 

Edit

 

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.

Powered by Zendesk