List of Topics

1. introduction
2. pre-requisites
3. planning
4. linking optional rows with a price list or specific price-list rows
5. user cases:
   1. discount for new clients
   2. locker surcharge based on the duration of the multipack
   3. guest pass for fitness classes only for customers who buy 20 passes

1. Introduction

Optional rows are useful to include the following options during the sale of a multipack linked with a price list:

• discounts
• extra charges
• sale of optional services

2. Pre-Requisites

In order to fully understand the instructions of this manual, a thorough understanding of the concept of multipack and multipack price list is required.

3. Planning

Optional rows can be selected only if required during the sale of a multipack. They can be linked to a whole price list or individual standard rows. To create optional rows (e.g.  discounts, additional services, etc.) click on Planning -> Multipacks -> Multipack Price Lists -> Optional Rows -> Add. 

Once you have clicked on Add you will have to specify:

• name: name of the optional row (e.g. 10% student discount, locker charge, nutrional plan)...
• price type:
  • fixed: the amount added to or deducted from the standard price of the multipack will be fixed. For discounts, please insert a negative value e.g. -30£
  • time: this option is useful to multiply the price according to the specified validity. Example: the picture below shows that by selecting this optional row, if the validity of the multipack is 3 months, an additional 30£ will be charged (10£ x 3 months). 
  • discount: percentage discount applied to the final price. Important: the discount value will have to be preceded by a minus, otherwise the system will add the percentage value to the final price rather than discount it!!! e.g.: -15%
• basic price: value/price of the optional row
• multipack: by linking a multipack to the optional row you will be able to sell it as optional addition to the main multipack (to find the multipack in the list you must go to the multipack's details and enable the corresponding option, see picture below). 
  
  Please note that the optional additional multipack will have the same expiry date as the main multipack! Examples:
  1. main multipack = gym membership + additional multipack = fitness-class booking classes & personal-trainer booking
     
  2. main multipack = gym membership + additional multipack = free access to the spa
  3. main multipack = 20 fitness-class passes + additional multipack = 2 free guest passes to book 5 fitness classes
• E-Commerce sale: THIS OPTION IS CURRENTLY UNAVAILABLE
• selected by default: the optional row will be automatically selected during the sale procedure (therefore it won't be optional but mandatory)
• sell separately: this option will only be visible if the optional row corresponds to an additional multipack: 

OPTION 1

The optional row will appear as a separate item in the receipt and in the payment window. This option can be useful for: promotional Guest Passes for friends and relatives whenever a customer purchases a specific multipack (in the example below, the main multipack is called Open All Gyms). Selling the optional row (that is, the Guest Pass) as a separate item from the main multipack (Open All Gyms) makes it possible to transfer the guest pass onto another client's profile (as detailed in the manual "How to transfer a multipack from one user to another") refunds: if the two multipacks are kept as separate items, it will be possible to proceed with the refund of just one of them.

OPTION 2

The price of the optional row will be included in the price of the multipack and only the final amount will be shown, both in the payment window and on the receipt. This means that the two multipacks will be considered as a single item.

4. Linking Optional Rows with a Price List or Specific Price-List Rows

• HOW TO LINK OPTIONAL ROWS WITH A PRICE LIST:
  1. click on Multipack Price Lists
  2. click on the Detail button next to the price list the optional rows will be linked with
  3. select all the optional rows that will have to be displayed when a multipack linked with this price list is selected for sale. The selected optional rows will be visible after selecting any row of the price list 
  4. click on OK to save and repeat the steps for other price lists (if required)

• HOW TO LINK OPTIONAL ROWS WITH SPECIFIC PRICE-LIST ROWS ONLY:
  1. click on Multipack Price Lists
  2. click on the Rows button next to the name of the price list 
  3. click on the Detail button next to the row of the price list that will be linked with the optional rows  
  4. click on Options
  5. select the optional rows that will only be available after selecting this price-list row during the sale of the corresponding multipack. Examples: 
     • only after selecting "20 gym passes" the optional row for guest passes will be displayed. Free Guest Passes will not be included if the other price list rows (5 gym passes and 10 gym passes) are selected
     • lockers will cost 2£ a week if customers purchase 20 gym passes, 3£ a week if customers purchase 10 gym passes
  6. click on OK to save and repeat the procedure for other price list rows if required.

5. User Cases