Introduction
In the PGM system, you can create product Bundles, which means combining products, or products and services into one package. Said package will have one price displayed on the receipt. However, it is possible to create bundles in which all products are sold separately. It is a good option if you would like to mix products with different tax rates in one Bundle.
- This article will show you how to set up a Bundle with individual product pricing in PGM.
- This article will be helpful to PG Champion, Club Manager, Sales Manager, and Club Owner.
Before you start
Read the below example to better understand how Bundles with the individual product pricing feature work.
- The bundle consists of Towel & Water. You would like to sell the bundle for 5€. If the Bundle doesn't have individual product pricing it'll be shown on the member's receipt as one position - Bundle 5€.
- If you check the Sell as individual products flag, you will be able to assign the price to each item and they will be visible on the member's receipt. For example 3€ for the towel, and 2€ for the water.
If you are not familiar with creating Bundles, check this article for more information.
Instruction
How to create Bundles with individual product pricing?
1. Go to the PGM -> Sale -> POS Management -> Products
2. Click on the Add new Product button.
3. Choose Bundle.
4. Fill in all necessary information:
Adding a new bundle
- Name - add a name to the Bundle. By default, it'll be visible on all receipts, on POSweb, in relevant reports and other applications.
- Category - select a category from the list. This will enable product grouping and quicker POSweb product panel management. You can freely add new categories from this screen.
- Description (optional) - add the Bundle description. It will be displayed in the Client Portal and PGGO mobile app.
- Units - select units your Bundle will be counted in. (For most Bundle configurations it'll be Piece)
Bundle
Under Bundle you'll find the Sell As Individual Products settings. Turn it ON to create a bundle with individual product pricing.
If the settings is turned on, you'll be able to specify the price of each product included in the bundle.
Here, you can also add goods and services to the bundle.
Availability
- Clubs - open a dropdown list and click the checkboxes next to the clubs where you want to make the product available.
- Select all future clubs - choose this option if you want to make this bundle available in all clubs added to the system in the future.
- Applications - open a dropdown list and click the checkboxes next to the apps in which you want to make the product available.
- Employee positions - select trainer, if you are including services for booking in the bundle.
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Available for - select who can buy the product:
- Everyone - any club member or guest can buy the product.
- Members with an active contract - only club members with an active contract can buy the product. If a member is on freeze or not started, they will not be able to buy the product.
- Specific payment plans - same as 'For members with active contract', but only for selected payment plans where the club member has an active contract.
- During registration - product only available during the registration process - used with Starter product.
- Specific Tags - select Client Tags. Learn more.
- Users without contracts - only guests can buy this product.
Settings and limits
- Store state - always tick this checkbox to monitor the Bundle usage on members' profiles.
- Set product expiration date – if this is turned on, then you have to set the expiration date of the product
- Product with Access to specified zones – if it’s turned on, you can allow your members to access the zone, they don’t have access to, also time-limited access possibility will appear so you can decide about time limitation, time spent in changing room, additional fee for time overrun, etc.
- Product as a contract starter pack - tick this checkbox if you want to give your members the possibility to purchase the Bundle during the registration process.
- Product can be purchased only one time – if this is turned on, then the product cannot be purchased more than one time on the same member account.
Others
- Threshold - set a minimum amount of products in the warehouse. When this threshold is reached a notification will be visible on POSweb to remind you to restock.
- Internal code - used in the Warehouse module.
- Barcodes - if you have a barcode scanner integrated with your POS station, you can easily add barcodes from the products to the system.
Accounting
- Charge Code - it determines where financial transactions should be recorded.
5. Click on the Add button.