3.6.2 Package Manager

ADvendio is able to handle single products as well as predefined packages. A package contains several Ad Specs that are sold together as a bundle. A package consists of an Ad Spec, that is used as package header, as well as different components, that are displayed as products in this package. The Package Manager is designed to simplify the creation of packages.The Product Management team has the option to predefine how quantities and prices are distributed among the components. This makes your sales team's work a lot easier.

Package Manager - Overview

The Package Manager is designed to simplify the creation of packages. This feature assists users while creating and/or editing packages in ADvendio. Users are able to create packages based on the current inventory. A package in ADvendio is defined by one Ad Spec with the record type "Package" and multiple component Ad Specs with the record type "Standard". 

Create or edit a package:

1. Navigate to Overview > Inventory Management > Package Manager.
2. Click the button Create Package to create a new package or Edit to edit an existing one.

Within the Package Manager, the overview shows a table with all Ad Specs using the record type "Package". The user is able to search for specific packages using the search field.

Package Manager - Create or Edit Packages

The Package Manager is based on information about the Ad Spec (package header) and rate information as well as Ad Specs, that can be selected as a package component.

Enter all information about the Ad Spec using the record type "Package":

1. Enter the Ad Spec Name.
2. Select a Placement.
3. Select an Ad Type.
4. Select the Distribution.
5. Select the Billing Category.
6. Enter an External Name.
7. Enter a Product Search Name.

The button Create Package creates a new Ad Spec with the record type "Package". You are able to edit more details of this Ad Spec in the Object Ad Specs. After creating the Package Ad Spec, the Rate Information should be entered.

Distribution Combinations

The following table shows the available distribution types for a Package Ad Spec, and depending on that the available Billing Category of Ad Price for the Package Ad Spec, and the billing categories for its Component Ad Specs.

Fixed Quantity Packages

You can offer your customers and sales team packages which have a fixed (not changeable) quantity. Here you define a quantity for each package component. This only works for individual distribution!

1. Pick the distribution Individual
2. Check the Fixed Quantity Packages Checkbox
3. Enter your fixed quantities for each component
4. Save

The user will now not be able to edit the quantity fields in the media configurator whenever this package is sold.

Package Manager - Rate Information

The user is able to create all necessary rates for a new Ad Spec or edit existing rate information for selected Ad Specs.

Enter all rate information:

1. Click the button New.
2. The Billing Category is automatically completed.
3. Enter the Currency.
4. Enter the List Price.
5. Enter a Rate Card, if needed.
6. Enter a Rate Criterion, if needed.
7. Make sure, that the checkbox Active is TRUE.
8. Repeat step 1 till 7 for more Ad Prices.

After entering the Rate Information, Packet Components should be selected.

Package Manager - Components

The user is able to add Ad Specs as Components to the new Package.

Search for Ad Specs and add them as components:

1. Enter a search term at the field Filter Ad Specs.
2. Click the button Search Ad Specs.
3. Mark the Checkbox of the Ad Specs, that should be added to the Package.
4. Click the button >> to add those Ad Specs as Package Components.
5. Repeat step 1 till 4 for all Ad Specs.
6. Select at the box Packet Components all suitable Ad Prices, if more than one is displayed (Dropdown).
7. Click the button Save.

After saving all data, the new package appears at the overview page of the Package Manager.