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 in 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 a package, if it was created using the old package pricing model, to take advantage of new pricing features
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 can't 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 displayed 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.