IBIS Technology

Packages allow you to group two or more individual products to sell as a single item on the Itinerary screen. Packages can include reservation products and retail items. If you're using the Membership module, you can optionally restrict packages to specific memberships. 

TABLE OF CONTENTS

• Create a package
  • Step 1: Create the package
  • Step 2: Set up package components
• Create a group package for a specified number of people
• Configure package groups for e-commerce 

Create a package

Follow these steps to create a package that is priced per person.

Step 1: Create the package

1. Go to the Packages screen and click Add. 
2. Enter a unique code for the package (max 10 alphanumeric characters). 
3. Specify the package name (e.g. Women's Retreat). 
4. Set default Adult and Child units. 
5. Choose the sell method (Internal, Online, or On Request). 
6. Click Save, then confirm your changes.
7. Highlight the package row to configure additional fields.
   
   

   Field name	Description
   Internal note	An optional description for internal reference, or used for creating a group package.
   Max places	Max quantity bookable online.
   Allow multiple	Tick to allow more than one package to be booked online.
   Active	Tick to make the package sellable.
   Online name	Display name for e-commerce and agents.
   Package Group	Used to group packages in the Availability screen.
   Short/Online description	Display text for the e-commerce site.
   Agent access	Restrict agent access.
   Allowed memberships	Restrict to certain membership types.
   Max commission	Max commission payable to agents.
   Max duration	Max time in which all package components must be completed.
   Start date	When the package becomes available.
   Time of day/week	Restrict availability by time/day.
   Excluded dates	Specify blackout dates.

Step 2: Set up package components

Once the package details are set up, you need to add the products that make up the package. These are called the package components.

If creating a package containing activities, only single-component activity products are supported at this time.

1. Highlight the package row and go to the Package components tab. 

2. Click Add, and select a Product, Retail item, or Event (only one per component). 

3. Specify the grouping order:
   
   

   Grouping order	Description
   Primary	Always the first component. For packages with external suppliers, your own product must be the primary package component.
   Group 1-9 Primary/Secondary/Tertiary:	Allows up to 3 product choices per group, for up to 9 groups in total. (e.g. the first choice is Group Primary, then Secondary, and Tertiary order)

   
   

4. Specify the duration for the component you are adding. 

5. Enter the Adult and Child price option codes (must match existing price options specified on the product).
   
   

   If the price option has restrictions check they apply to the package too.  If not, use a different price option for the package. 

   
   

6. Set the price for the component (this may differ from the price set up for the original product). 

7. Click Save, then configure additional settings:
   
   

   Name	Description	View
   Duration	The duration of the product.
   Display rule	Not implemented.
   Min/Max wait before	Time between the previous and this component.
   Time selection	Choose how the system finds an available time: The earliest possible Middle of the time restrictions Last available time within the restrictions
   Fixed times	For products that you operate:  Fixed time in 24-hour format (e.g. 10:00).
   	For products operated by an external supplier: SAME_AS_PRIMARY Matches the primary product time. TimeOffset:   Sets timing relative to the primary product in format XdXhXm.  Examples:  2h30m = 2.5 hrs before -2h30m = 2.5 hrs after -1d10h30m = Day before at 10:30 am (When the ‘d’ parameter is used, it changes from an offset to the specified time on the offset day). 2h59m = Hides time on confirmation email if time ends in 59m

   
   

8. Save any additional changes and test your new package out. Confirm: 

   • Components are booked correctly

   • Timing and offsets are accurate

   • Online display and pricing are correct

Create a group package for a specified number of people

Group packages are priced per group, not per person (e.g. a couples massage). 

1. Follow the steps above for creating an individual package, but in the Internal note field on the Packages tab, include:
   Group-rate: One package = [number] people
   group-package: [X] People | Select one unit for [X] people (This overrides the default price description in e-commerce). 
   
   
   
2. In the Package component tab, specify the group units/pricing as follows:
   
   

   Field	Description for group package configuration
   Reservation packages
   Adult/Child units	Set to the total people included in the group.
   Price	Enter per person price – the system multiplies by group size.
   If there are retail items contained in the package:
   Retail Units	Match group size.
   Retail Price	Per-person price – the system multiplies automatically.

Configure package groups for e-commerce 

Use Package Groups to organise packages on your e-commerce site. 

1. Open the Package groups screen.
2. Click Add, then enter:
   • Code: Max 10 alpha-numeric characters. 
   • Name: Appears on e-commerce and in the Availability screen 
3. On the Selection tab, tick the packages to include in the group. 
4. Use the Details tab to enter a description or update group details. 
5. Click Save to apply changes.