STX Beacon User Guide Packages
Table of Contents 3 Setup Packages 4 Selling Packages 6 Redeeming Packages 2
Setup Packages Service Packages - Create packages of services, including the number of repetitions for each service, with or without discounts. Navigate to the Main Menu and select Setup. Click the Packages option. Click Service Packages. Click an existing package Name hyperlink, or click the New button to create a new package. Enter the Name of the new Package. Note: Online options and Deposit values will be available in a future release of Beacon. Select a Service from the drop-down menu and enter the number of Reps (repetitions) for the service. The Price Each will display according to the regular price of the service, multiplied by the number of reps. Edit the Discounted Price as necessary. Add or remove services as desired by clicking the green (+) or the red (x) buttons. Package Value before Discounts reflects the total package value - the sum of price each for all services selected, multiplied by the number of reps. Discounted Package reflects the total discounted package value - the sum of discounted price for all services selected, multiplied by the number of reps. Click Save to save your changes. Click Cancel to discard your changes. 3
Selling Packages The Other tab on a Ticket allows you to record the sale of one or more packages. From the Main Menu, click Tickets. The Ticket List will appear. Click the New button to create a new ticket. Click the Ticket # hyperlink to open an existing ticket. The Ticket Detail page will open. Go to the Other tab. Select Package from the Transaction Type menu. 4
Select the Package you are selling. The Amount and Tax values cannot be changed and will be added to the ticket total. Click Add Line to add another Package or click the Remove button to remove the item from the ticket. Complete the ticket by going to the Payments tab and selecting the appropriate payment type(s). Click Save to save your changes. Click Cancel to discard your changes. The Accounts tab of the full client card will display the Packages information. Date Purchased Ticket # Package Name Unused # Item (service) Unused Value Because the package contains more than 1 service, each service within the Package will be listed separately. 5
Redeeming Packages Services within a Package are booked just as any other service appointment would be scheduled. The Beacon system will track services for a client which belong to a prepaid Package, and not charge the client any extra amounts when redeeming the services. When a package service is checked in, or a new ticket is created for the package service, the ticket will display the message *Prepaid Package underneath the package service. A Payment named *Prepaid Package is included on the ticket to reflect the value of the prepaid package Discounted Price amount. This indicates the package service was already paid for and will not charge the client again. Click Save if the ticket is completed to return to the Ticket List page. Check the Show Completed Tickets checkbox and select the Ticket # of the package service ticket. 6
The Completed Ticket detail page displays the prepaid package service, as well as the Prepaid Package payment type. Click the client s Full Name hyperlink to view the client card. Click the Accounts tab to view the Package information. A single Massage service was redeemed from the Package. The Unused # and Unused Value is lowered to reflect the redeemed service. Once all of the services from within the Package have been redeemed, the Unused # will show 0 of # and the Unused Value will show 0.00. 7