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When you have a system design you would like to reuse for another customer, you can save time by saving it as a System Package. This function is especially useful when you have created a detailed package, fully loaded with details such as isolators, framing, and cable sizes, in a quote layout you are happy with. This is then easy for sales staff to use.
The system packages are the fastest way to set up a quote. It saves a lot of time by avoiding repetitive tasks. There are 2 ways the packages can be set up:
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Creating packages using an existing quote
Open an existing quote you would like to convert into a package.
On the Map page, click on the brown Package icon on the left and hit ‘Save Configuration as Package’
Set the package name and category (you can create a category from the admin menu > my business > Categories), and hit ‘Save’
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Go to more settings > system packages
Click ‘New System Package’
Set up the design with all components as required
Click the ‘Save’ package option - change the package name and category as required
Go to the Pricing page and set up the quote as required
Loading a System package
To use a System Package you’ve created, simply start a quote as usual, filling in the Contact and Energy pages.
On the Design page, click the package icon
Select the category and package name and click Load.
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Please note that whenever a system package is loaded, it wipes out any existing design selections and pricing info on the quote. The information saved in the package replaces the existing quote information. |
Information saved in a System Pre-build Package
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