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 a Proposal, a Work Order, or a Manual Customer Invoice.  Once a Package is selected, the user has the ability to remove or modify any of the elements contained within the Package. Users may add additional items to the default elements of the Package selected on the Proposal, Work Order, or Manual Customer Invoice.

Sales Package field on a Proposal

Sales Package field on a Work Order

Sales Package field on an Invoice

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