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Sell and Manage Customer Packages

A package master defines the offer. A customer package is the ownership record created when that offer is assigned or sold to a customer.

Assign from Package Manager

Section titled “Assign from Package Manager”
Assign an active package manually
  1. Open CRM → Packages & Memberships.
  2. Find an Active package and select Sell.
  3. Search for and select the existing customer.
  4. Review the package summary, start date, selling price and activation details.
  5. Add an internal note when the assignment is complimentary, migrated, corrected or paid outside the current billing flow.
  6. Select Assign Package Manually and confirm the new ownership record.

For a normal sale with an invoice and payment trail, add the package in POS or Create GST Invoice. Paid billing can activate the sold package according to the selected package configuration.

Manage sold packages

Section titled “Manage sold packages”

Open CRM → Customer Packages. Search by customer or package, or filter by Status, Location and Customer. Statuses include Active, Expired, Exhausted and Cancelled.

Select View & Manage to inspect ownership, service balances and usage history. Authorized corrections can:

  • activate or cancel the ownership record;
  • add days to its existing end date; or
  • set, add or subtract remaining sessions for a limited package.

Unlimited packages do not need a remaining-session adjustment. Add an Internal Note that explains every manual correction.

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