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The system packages are the fastest way to set up a quote. It saves a lot of time by avoiding repetitive tasks.
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Packages are more flexible and useful if you have already set up your Inventory Pricebook |
Creating packages using an existing quote
Open an existing quote that you have already created and would like to convert into a package.
On the Map page, click on the brown grey Package icon on the left and hit ‘Save Configuration as Package’
at the bottom of the Design System section
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Set the package name and category and click Save.
(you can create a category
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in Admin > My Business > Categories)
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Creating packages using the package builder
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
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On the Design page, click the package iconSelect Package
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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