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Packages Overview
Packages are used to create a grouping of Items, Parts, and RMR that are sold together on a regular basis. A Package may contain Items only, Parts only, RMR only or any combination of the three elements.
Packages are selectable when creating...
Add a Package
When creating a new Package, you will first enter a description and select optional labor and discount codes and values. Once the Package record has been created, build the package by selecting items, parts, and recurring.
To add a new Package...
Edit a Package
To edit a Package, from the main menu, arrive at the Package setup with this path: Setup > Proposals > Packages.
The Packages list will be displayed. Locate the Package to be edited, and then click on the hyperlink in the Name column to open ...