# Create a New Package

Staff use this process to initiate the creation of a new package, which typically involves selecting the relevant details and specifications for the package.

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### Steps to Create a New Package

* Navigate to **Home > Packages > Packages**.
* Enter the package details:
  * Enter the name of the package in the **Package Name** text field.
  * Enter a unique code for internal use in the **Package Code** text field.
  * Select the period the patient can use the package from the **Consume Within** dropdown.
  * Choose the branch name from the **Clinic Name** dropdown.
  * Set the package's validity period using the **Valid From** and **Valid To** date pickers.
  * If needed, enter additional information in the **Remarks** text field.

    <figure><img src="/files/EcDZnwm68UBRe8wuna1w" alt=""><figcaption></figcaption></figure>
* The package table includes the following columns:
  * **CPT Code**: Procedure code for the item.
  * **Internal Code**: Internal reference code for the item.
  * **Short Description**: Short description of the item.
  * **Item Type**: Specifies the type of item.
  * **Base Price**: The initial price of the item.
  * **Qty**: Quantity of the item (can be updated).
  * **Gross Amt**: Gross amount for the item.
  * **Disc. %**: Discount percentage (can be updated).
  * **Disc. Amt**: Discount amount (can be updated).
  * **Tax Category**: Tax category for the item (options: **ZR** for 0% or **SR** for 5%).
  * **VAT Amt**: VAT amount for the item.
  * **Package Price**: Final price of the item after discounts and tax.
* Add Items to the Package
  * Click the **New (+)** icon in the table header. The **Add New Items** price card pop-up will appear, displaying a list of available items.

    <figure><img src="/files/E6JAwRqa4MLCurnhiaXB" alt=""><figcaption></figcaption></figure>
  * Select the desired items from the price card.
  * Click the **ADD** button to include the selected items in the package. The added items will appear in the package table.

    <figure><img src="/files/qz9Cs9llEE1W2UbIc45F" alt=""><figcaption></figcaption></figure>
* Update Item Details
  * Adjust the quantity in the **Qty** field as needed.
  * Update the discount percentage or amount in the **Disc. %** or **Disc. Amt** fields. The discount will be automatically applied at the item level.
  * Choose the tax (**ZR** for 0% or **SR** for 5%) in the **Tax Category** field. The VAT amount will be updated accordingly.
  * The final item price will be displayed in the **Package Price** column.

    <figure><img src="/files/7seFdDVCt6jkP2WTdLzH" alt=""><figcaption></figcaption></figure>
* Review the total price and package summary, displayed above the table. Click **SAVE** to save the newly created package.

  <figure><img src="/files/m1NSLg0ZdLyDEjHZ1XZa" alt=""><figcaption></figcaption></figure>
* Use the **Item Search** field to locate specific items in the package list.

#### **Delete Items**

* To remove an item from the package, click the **Delete** icon next to the item. This action will delete the item from the package list.

  <figure><img src="/files/D5e91J4VMSyhJN1OV5m3" alt=""><figcaption></figcaption></figure>

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