Pack Setup
Pack Setup is where you define what you sell. A pack bundles a price, a user limit, a storage limit and a set of enabled modules, and every company you create must sit on one. Getting the packs right before you sell anything saves re-pricing customers later.
Overview
The screen has two tabs. Pack Setup defines the pack itself — what it contains and who it is for. Pack Prices sets what it costs in each currency and sales type.
Packs and pricing details
| Field | Description |
|---|---|
| Pack Name | What the customer sees. Cannot be empty. |
| Pack description | What the pack includes, shown on your website. Cannot be empty. |
| Pack Type | Customer, Auditor or reseller — who the pack is meant for. |
| Category | Groups packs for display. |
| Price | The subscription fee. |
| Duration | How long one subscription period runs. |
| Max Users | How many users the pack includes. |
| Max customer | The customer limit, where the pack caps it. |
| Extra user price | Charged per additional user beyond the limit. |
| Extra Storage Price | Charged per GB beyond the included storage. |
| Item Code | The ERP service item the subscription is invoiced through. Cannot be empty. |
| Item Tax Type | How the subscription fee is taxed. |
| Invoice by | Who raises the invoice for this pack. |
Subscription modules
On/off set of features controls which ERP modules a pack includes. All Features turns on everything. This is the main lever between a starter pack and a full one.
First month discount option
| Field | Description |
|---|---|
| Discount | The reduction applied to attract new customers. |
| Discount for duration | How long the discount lasts before full price applies. |
Trial validity setup
Set the trial period — one month, three months, whatever suits the market. Give at least a month: customers need enough time to enter real data before they can judge the system, and a trial that ends before they have finished setup converts badly.
Post-trial
When the trial ends the subscription moves to the paid price, with any configured discount applied for its discount duration first.
Privileged pack
A private pack for specific customers, sister companies or parent companies at a reduced or zero price. Privileged packs are not shown to everyone, so they can carry terms you do not want on your public price list.
Long term validity packs
Packs with extended validity, for customers committing to a year or more in exchange for a better rate.
AI credit
| Field | Description |
|---|---|
| AI Credit included | Credit granted with the pack. |
| AI Credit sale price (per USD) | What you charge for credit beyond that. |
Currency and sales type
The Pack Prices tab holds one price per currency and sales type combination — the same pack can be priced differently for different markets and for one-off versus recurring sale.
A pack with no price in the customer's currency cannot be sold to them. If a company creation fails with a pack price error, this tab is where it is missing.
Reseller plans
Packs typed as reseller or accountant let you onboard partners rather than end customers, and their usage is then visible in Reseller Usage.
Service item
Every pack connects to an ERP service item so the subscription can be invoiced. Use an existing service item or create one — without it the pack cannot raise an invoice.
Managing packs
| Action | Effect |
|---|---|
| Insert New Pack | Adds the pack. |
| Clone This Pack | Copies an existing pack as a starting point — the fastest way to build a tier. |
| Delete This Pack | Removes it. Not possible while companies are subscribed to it. |
Changing a price affects new sales only. Companies already on the pack keep the price they were sold at until their subscription is changed in Company Subscriptions.
Related pages
- New Company — selling a pack
- Company Subscriptions — changing one after sale
- Frontend Settings — self-signup defaults
- AI Settings — AI credit cost and margin