Logo

Welcome to our Help Center

Search our documents to find what you are you looking for.

Adjusting default packages after they are set up

Releases

Adjusting default packages after they are set up

Adjusting packages for members

Updated 1 week ago

Sometimes you need to make changes to your release. One of the most commons changes is adding a product to group after they've already been set them up. In a few steps you can make those changes and get all your member's packages updated. 

Video coming 

 

Adding products a step by step 

  1. Navigate to the release you're looking to edit and select Edit release

  2. If the product being changed isn't already in the release add it to the release 

  3. Scroll to the bottom and select Edit defaults at the bottom of the page 

  4. Select the filter option and filter by the group or groups you want to adjust 

  5. Select all members of the group, and select the Select all 50+ package line items

  6. In the pop up at the bottom of the screen there is an Actions button - click and select Add products 

  7. Turn on the product you would like to add to all packages, and then determine the quantity and min/max for that product. 

  8. Save the changes, the product will now be available for all members of the group 

Adjusting product quantities a step by step 

  1. Navigate to the release you're looking to edit and select Edit release

  2. Scroll to the bottom and select Edit defaults at the bottom of the page 

  3. Select the filter option and filter by the group or groups you want to adjust 

  4. Select the filter option and filter down by the product or products you need to adjust

  5. Select all members of the group, and select the Select all 50+ package line items

  6. In the pop up at the bottom of the screen there is an Actions button - click and select Override Quantities. 

  7. Add in the new values in either the Quantity or Min/max for the product. Leaving a field blank will keep the initial values in place.  

  8. Save the changes, the changes can take a minute for larger groups but the quantities will now be update.  

 

Previous

Packages

Next