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 new package editor, including making packages compatible with invoicing and Shopping Cart purchases using Vendasta Payments, we recommend completing the following preliminary steps:
- Ensure that your Store’s currency has been set (per Market, if applicable) in Marketplace > Manage Store > Store Settings
- Review and set retail prices for enabled products (per Market, if applicable) under the Product Settings tab for a given product in Marketplace > Manage Products
Update an old package
Packages that were created using the old package editor will 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
When creating a new package, partners will automatically see the new package editing interface. A package can be created from Marketplace > Manage Store 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 any enabled product to your package. When viewing the list of enabled products, click Add item to catalog to quickly create a custom product and add it to your package.
A product’s retail price, as set in Marketplace > Manage Products, will be automatically entered into the Retail Price field. If no retail price has been set for a product, it will default to the Vendor's Suggested Retail Price (USD, CAD, and AUD only).
This price can be adjusted if necessary by entering a new value into the Retail Price field on any line item in the Package Contents.
A package’s contents can be reordered by clicking and dragging an individual line item above or below others. Items can be removed from the package by clicking the X on the line item.
Note that the billing frequency of a product cannot be adjusted using the updated package editor. This setting can be edited on the Product Settings page of a product under Marketplace > Manage Products.
Set Purchase behavior
A package’s Purchase behavior settings affects the behavior of the Get it Now button in the Pricing section of the package. This setting applies to both the Public Store and the Store tab in Business App
- 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 package retail price and wholesale cost
A 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 Wholesale Cost is the total cost per activation of the products in a 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 selecting 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, as these settings make a package incompatible with the Shopping Cart.
Edit package marketing information
The new package editing interface includes a WYSIWYG editor for the Marketing material that will be displayed when customers 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 intend to market a package, you can choose to show or hide the names and product-specific details of products within the package using the Show product icons and names and Show product details options, respectively. These options are found at the bottom of the Marketing material section.
When the Show product icons and names setting is off for a package, 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 a 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 for further editing, click Save Draft. Draft packages can be viewed in Manage Store 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 the Marketplace > Manage Store tab.
Archive a package
If you no longer want a package to be visible in your Store or under the Manage Store tab, you can archive a package by clicking the ⋮ (Options) menu on a package under Marketplace > Manage Store and selecting Archive.
Archived packages can be viewed in Manage Store using the Archived filter. When viewing archived packages, a package can be unarchived by clicking the ⋮ (Options) menu on a package under Marketplace > Manage Store and selecting Restore.