Events Package Creation
Building packages is the initial step to creating an event. Packages are created in the "Start Ordering" window. Package Groups are created using the Favorites feature. The Package Group will be a tab in the Favorites display. Each package, or favorite, will be saved within a package group tab. It is important to label package groups for easy identification and association during the event creation process as only one package group can be associated to an event. Each package, or favorite, within a group must be identified exactly as it is identified in an event data set.
Creating Package Groups
Package Groups are created using the Favorites feature. The Package Group will be a tab in the Favorites display. Packages will be saved within their package group tab.
Click on the “Start Ordering” button on the menu tool bar to open the standard product ordering window.
Select the "Favorites" button to display the group tabs.
Click on the tab with the "+" displayed.
Name the new group in the text entry field that opens and press enter.
The newly named group tab will then be displayed and is ready for adding packages. When deciding on a naming convention for package groups, consider if this is for a specific event, league, season or sport as well as if this will be repeatedly used. As package groups are created, this name will be the key to selecting and maintaining unique package groups on future orders. Only one package group can be associated to an order.
Creating and Adding Packages to a Package Group
After the package group has been established with a name, packages can be created and added to the group.
From the “Start Ordering” window, select the appropriate products catalog. Note that you can only build packages within a group from the same products catalog. Mixing products from different catalogs will result in errors.
Adding Products and Creating Packages
Available products for events orders are displayed and selected from within the Products pane. Multiple tabs exist containing various items for event or sport themes.
Select an item from the catalog pane to open the item in the presentation pane by clicking on the item.
Activate the Package and Cluster controller to add more items to the package.
Drag and drop additional items to the presentation pane to complete the package. Products are displayed relative to their proportionate size to each other. Be sure to drag and drop the additional items: if you click on an item it will clear the presentation and replace it with only the item that was clicked on.
Reposition the items within the presentation window by clicking on the blue handle of each item and dragging to the desired location.
Note that options can be applied to each item in the Options pane on the right.
Modify individual item quantities within the package as needed by clicking on the downward arrow drop-down just to the left of the package quantity modification field.
Select the desired product from the drop-down window, then change the quantity by entering the value in the quantity modification field and press enter. Quantities can be changed for each item as needed.
Save the package as a new favorite.
With the Favorites button enabled, select the required group tab.
Select the "Save as new favorite" button (heart+).
This will open a text entry field where the new package can be labeled.
Name the new favorite as a package letter designation and press enter. Package names must EXACTLY match your database package names.
The new package will then be saved and displayed as an icon within the selected group tab. A custom icon is generated that represents a portion of the package presentation where a package is created. The icon is updated each time a package is saved or updated to represent that package.
Holding the cursor over the package icon will display the quantities associated with each item in the package.
Continue creating and saving packages until all required packages have been added to the group. When creating another package, select the Favorites button to toggle between the Favorites tabs and the catalog.
Adding Group Products to Packages
Group items can be placed into a package along with individual prints instead of being ordered separately.
Notice the small image node in the bottom right corner of the group product. This may not be obviously apparent in some group products and may be very apparent in others. This image node is automatically filled in the Events process based on the data in the “Images” field. This image associates the print to the individual. The small image will not appear on the final print.
For individuals that order only a group product and may not have an individual image, you can use a “place holder” image for those orders. This way the group will be packaged into its own envelope that has a corresponding summary print with that child’s name.
The following link will provide a zip file that contains 20 "team only" image files that can be used as place holder images as mentioned above. The file also contains a properly formatted data file that can be used to create your data file.
Adding Package Summary Print
All package groups should have a package that includes ONLY the package summary print. This package should be added to every subject with package entries in your data file, one package for every individual. Every individual ordering prints needs to have a Package Summary print.
The package summary print item is located as the last listed item in the Prints tab in the product catalog.
The package summary print item should be added only to the designated package summary print package. For standardization, this package should be named PS.
This item is preset with data fields, however they can be modified for a specific order if different data is desired.
Do not include the package summary print in your individual package (A, B, C etc…) If you do this and a child orders a package A and a package B, then there will be two package summary prints ordered for the same individual JPG. The order will not process properly and will cause you delays.
Every package must contain at least one product
DO NOT leave any blank packages in your group. This will result in an error when processing your order, requiring correction and resubmission.
Group tab and package labels can be modified using the Favorites Tools.
Rename a Package - Rename Favorite
Rename a Group Tab - Rename Group
Delete a Package - Delete Favorite
Delete a Group Tab - Delete Group
Save Package Changes
To remove an item from a package, select the package to open it in the presentation window. Be sure the cluster controller is activated. Then click on the red minus icon in the upper left corner of the undesired item and confirm the action in the dialogue window that opens. Click the Save Changes icon to permanently change the package.
You can create a package file that may be copied to another computer for use in the Events or programs. After the packages are created in one program and the program has been closed (this is when your work is saved), a file named mytemplates.xml.enc is created. With the program closed, you may copy that file and save it to another computer's .LabName folder. The packages created will now be available for use in the new computer.