Creating Package Deals

First things first—head over to the Settings page.

In the Basic Settings section, click on Package Deals.

Once you're in, look at the top right corner—you’ll see a + Add Package Deals button. Go ahead and click that.

This brings up a pop-up where we’ll enter all the juicy details of your package.

Alright, first thing you’ll need to choose is the Brand. Keep in mind that all items in a package must be from the same brand, so pick the one you want to bundle up.

Next, add the model numbers of the items you want in the package.

You can find model numbers on the Inventory page.

Pro tip: Use the Brand filter and the Product Status filter to make your life easier—and make sure you’re only grabbing active models!

Once you’ve got the model number, plug them into the Models section.

You can also pick the main image that will represent your package deal across the site—so choose something eye-catching!

OK, Time to talk money. First, set your Regular Price Rule.

You’ve got a few options here, but for this tutorial, we’ll go with MSRP.

Now for the Sale Price Rule—same idea.

For this one, we’ll use MAP.

Once your pricing rules are in place, you’ll see three options: Mark Down – to lower the sale price, Match – to match the price as the rule's price, and Mark Up – to increase the sale price Since we’re offering this package as a discount, go ahead and choose Mark Down.

Then pick your Price Type—either Dollar or Percentage.

We’ll go with Percentage, and set it to 15% off.

Scroll down a bit and you’ll see a price preview showing regular vs. sale prices for each model, and the total package price.

Here, you can also customize the sale price on your own.

Below that, you’ve got two display options: Website is to Show this package on product and brand pages and POS is to Make it available for your sales team inside the system.

Now, if you want your package deal to actually show up on the website, there are a few things to double-check: Every item in the package needs to have a price—it can’t be $0 Every item has to be active, and either in stock or out of stock or it can be discontinued, as long as it's still in stock Once that’s squared away, your package is good to go live online.

After that, go ahead and give your package a Name

and a solid Description—this helps both your team and customers know what’s inside.

Lastly, set an Expiration Date for the deal.

Once everything looks good—hit Save.

You’ll see a nice little Success notification pop-up!

Your new package will now appear in the Active tab.

Click the little expand button to see which models are inside.

Want to tweak it? Hit the pencil icon to edit. Or, if it’s time to retire the deal, use the red box icon to archive it.

Now let’s see it in action. Head over to the website and navigate to the Package Deals section.

Scroll down—you’ll see your new package deal is live!

The package is now set!

Meanwhile, in the POS, you’ll find the package deal when you’re adding a Line Item to a customer’s quote.

If you already have items in your quote, A pop-up will ask if you want to add this package in addition to existing items, or Replace everything with just the package

Your package items will be tagged with a Package Deal icon, and the discount will automatically apply to the invoice.

And that’s it! Your Package Deal is set up, live on the site, and ready for your sales team to use. Thanks for watching—now go build some epic deals!

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