Setting Up Yearbook Packages for Sale

 

Packages let you bundle items together so parents can purchase everything in one transaction. Here’s how to create one from Sales > Sales Setup > Items and Packages:

  • Click Create New and enter a display name — this is what parents will see on the order center.
  • Click Add Items and select the items to include in the package (e.g., yearbook, nameplate, dust jacket).
  • Set your package price. The base prices you’ve already set for each item are shown as a reference to help you decide on a package price. You may want to offer a slight discount compared to buying items separately.
  • Copy dates from yearbook: Use this option to automatically pull in the same price increase schedule you’ve set on your yearbook item — your package price will then increase at the same time.
  • Accessory due dates: eDesign will display any personalization or accessory due dates tied to the items in your package. Keep these printing plant deadlines in mind when you set your package’s end date.
  • Click Save and Close. The package now appears in your items list with its included items, pricing, and price increases. Toggle the YOC checkbox to send it live for sale.