Category

Packaging Items

In order to sell items procured for your event, they will first need to be packaged. Packaging can be done a number of different ways, but the two recommended methods are listed below. Both methods start in Items, then either selecting Create Single Item Packages or Assign Items to Packages. A full walkthrough is listed below. 

Method 1: Create Single Item Packages
This method is used when you want to turn each item into its own standalone Package.

  1. From the Project Home, select View/Edit Items under the Items header.
  2. In the Package column of the Items grid you can see which items are assigned to packages and which are not.
    • You can also use the Assigned to Package field in the Advanced Search to find all items not currently in a package.
  3. Click the checkbox to select one or more unassigned items and then click the Create Single Item Packages button in the toolbar.
  4. A popup message appears asking you to confirm that you want to create new single item packages for each item selected. You have the option of listing the Item name in the description and restrictions of the package. Click OK to create the package(s).

pkg_itm_1.jpg

 

Method 2: Assign items to Package
This method is used when you want to assign multiple Items into one Package.

  1. From the Project Home, select View/Edit Items under the Items header.
  2. Click the checkbox to select one or more unassigned items and then click the Assign Items to Package button.
  3. Click Assign to a new Package and type a New Package Name.
  4. You may choose SectionClass, and Value Type from the drop-down lists.
  5. By default, the new package’s description will be generated by combining all of the descriptions of all the items included in the package. If you wish to include the item’s name in the package’s description above the item’s description, you can choose the Also include the Items' name in the Package's description and restriction fields option.

pkg_itm_2.jpg


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