An updated interface for creating and editing packages is currently available to all Vendasta partners. Below is an overview of its features and functionality.
Before you begin
To get the most out of the packages you sell, including adding the package to an invoice and allowing customers to purchase your package through the Shopping Cart on your store, we recommend completing the following preliminary steps:
- Ensure that you’ve chosen a currency for your store (per Market, if applicable) in Marketplace > Manage Store
- Set a retail price for each product you’re selling (per Market, if applicable) under the Product Info tab for a given product in Marketplace > Products
Update an old package
Packages that were created using our old package editor need to be updated before they can be edited using the new interface. To update a package, click Use new package pricing when editing the package.
The new package editing interface allows for each item in a package to have a retail price. When updating a package, a retail price for each product will be inferred based on 1) the currency, retail price, and billing frequency of the product, and 2) the currency, total price, and billing frequency of the package. Because of this, certain packages created using the old package editor may need to be reviewed before the update process can be completed.
- Packages containing products with a retail price in a different currency, or whose total price is in a different currency, will be updated to match your Store’s currency setting. The prices of products in the package, as well as the total price of the package, should be reviewed or adjusted to reflect your Store’s currency setting.
- Packages with a billing frequency that does not match the billing frequency of products contained in the package may need to be reviewed before they can be updated. After adjusting the billing frequency of the package to match the billing frequency of the products in the package, the update process can be completed.
Click Save on a package to save any changes and complete the update process.
Create a new package
A package can be created from Marketplace > Packages by clicking the Create Package button.
This is the name that the package will show up under in your Store. When creating a package containing only one product, the Package name will automatically use the name of the product.
Add products to a package
Click + Add product or service to add a product to your package. You can choose a product you’re already selling, or click Add item to catalog to quickly create a custom product and add it to your package.
A product’s retail price will be automatically entered into the Retail Price field. If you haven’t set a retail price for the product in Marketplace > Products yet, its price will default to the Vendor's Suggested Retail Price (USD, CAD, and AUD only).
This price can be adjusted by entering a new value into the Retail Price field on any line item in the Package Contents. This will only change the product’s price in this package, and won’t affect the price of the product anywhere else.
Rearrange your package’s contents by clicking and dragging an individual line item above or below others. Remove items from the package by clicking the X on the line item.
Note that the billing frequency of a product cannot be adjusted while creating a package. This setting can be edited on the Product Settings page of a product under Marketplace > Products.
A package’s purchase behavior changes how the Get it Now button works. This is the button in the Pricing section of the package.
- Select Add to Shopping Cart to allow customers to add the package to their Shopping Cart when they click Get it Now
- Select Contact Sales to launch a contact form when customers click Get it Now
- Select External URL to specify a URL to redirect your customer to when they click Get it Now
Review total retail price and wholesale cost
Your package’s total Retail Price and Wholesale Cost are shown on the right side of the screen. Package Retail Price is the price that customers will see when viewing the package on your Public Store or under the Store tab in Business App. A package’s total Wholesale Cost is the total cost you pay when you activate all of the products in the package. These totals will update automatically when adding, removing, or editing the retail price of a product.
The display price of a package can be modified by selecting Show as Starting At price (to indicate that prices may change based on certain factors) or Show Contact Sales instead of price (to hide the total price of the package). We recommend using either of these settings with the Purchase behavior set to the Contact Form option, because these settings make a package incompatible with the Shopping Cart.
Edit marketing information
Customers see your package’s marketing material when they view the package on your Public Store or under the Store tab in Business App. Click on any of the following fields to begin editing:
- Package icon
- Banner image
Click Save under the field you’re editing to save your changes.
Depending on how you want to market a package, you can choose to show or hide the names and details of the products in your package using the Show product icons and names and Show product details options.
When the Show product icons and names setting is off, invoices created for or including the package will not show the products contained in the package as line items—only the package name and the total price of the package will be displayed.
Publish a package
Once you’ve finished editing your package, click Publish to make the package visible to customers in your Public Store and under the Store tab in Business App.
To save a draft of your package to keep working on later, click Save Draft. Draft packages can be viewed in Marketplace > Packages using the Draft filter. Draft packages are not visible to customers when they view your Store.
Edit a package
Published and draft packages can be viewed and edited at any time from Marketplace > Packages.
Archive a package
If you don’t want your customers to see a package in your Store anymore, you can archive it by clicking the ⋮ (Options) menu on a package under Marketplace > Packages and selecting Archive.
Archived packages can be viewed in Marketplace > Packages using the Archived filter. You can unarchive a package by clicking the ⋮ (Options) menu on a package under Marketplace > Packages and selecting Restore.