Introduction: On the Fly Packages (Split Sales) (TW, DD)

Overview

In Tyler, the term ‘package’ refers to a number of items grouped together and sold at a collective price. There are a couple of ways to create packages: you can set them up in Package Inventory (03-06), or you can create packages on the fly in POS Entry. With an On the Fly package, items are added to the package as you enter the transaction in POS. With Package Inventory, items are added to the package in advance and then the package is sold in POS. For more information on setting up packages in Package Inventory, please see the Inventory documentation.

Start Package and Stop Package Buttons

When creating an On the Fly Package in POS, you will normally use the Start Package button. However, you can also enter any item with a ‘PKS’ Product Type (that is not set up in Package Inventory) in the Item Number field and the system will recognize it as an On the Fly Package. In either case, you will need to click the Stop Package button to signify the end of the package.

On the Fly Package Item

If you want to track the sales of On the Fly Packages, you will need to set up an ‘On the Fly Package Item.’ The ‘On the Fly Package Item’ is automatically added to the first line of a package when the Start Package button is clicked in POS Entry. The process of setting up and using this item is described in the Setup Instructions section.

The ‘On the Fly Package Item’ (or any other PKS item) is considered a header line, not a detail line.

Video

Setup Instructions

Print Detail Lines of Packages on Invoice?

The first thing you need to determine is whether the items in the package should print on the invoice.

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1. At the ‘Print Detail Lines of Packages on Invoice’ prompt in System File Management (30-01), enter “Y” or “N”.

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1. If Y, the item lines will print on the invoice.

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2. If N, the item lines will not appear on the invoice. Only the total price of the package will print.

Print Prices of Package on Invoice?

Now you need to specify whether the price of each item in the package should print on Form M or Form L invoices. If you are using an invoice form other than M or L, ignore this section.

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1. Access Invoice Preferences (02-18-01, enter “Y” in Field 8 ‘Invoice Print/Preferences’).

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2. Click on the Form M or Form L tab, depending on which invoice you are using.

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3. Check or uncheck the ‘Print prices on package details’ box.

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1. If the box is checked, the prices of each item in the package print on the invoice. The total package price does not print.

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2. If the box is unchecked, the total price of the package prints on the invoice, but the prices of each item in the package do not.

Setting Up the ‘On the Fly Package Item’

As discussed in the overview, you should set up the ‘On the Fly Package Item’ if you want to track the sales of On the Fly Packages. The ‘On the Fly Package Item’ automatically appears as the first line of a package when the Start Package button is clicked. The following steps describe the setup process:

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1. In Inventory Master Inq/Maint (03-01), set up an item with a ‘PKS’ Product Type to use as the ‘On the Fly Package Item.’
• Do not set this item up in Package File Entry & Maintenance (03-06-01).
• You should leave the price fields for this item blank or set them to zero.

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2. In the ‘On-the-Fly Package Item #’ field in Trans Entry Pre-Prompt (02-18-01), enter the item created in Step 1. This preference assigns the item to the Start Package button in POS.