What is a package?
Packages consist of Products and Services that are often bundled together. Packages can also contain other packages.
When you add a package to a contract, you can list all its contents or show only the package title.
Your pull sheets will always include all contents so your team knows exactly what to pull.
Adding a package:
Basics
Navigate to Inventory > Packages. A window of information will pop up.
Add a Name and select a Category
After adding the Category and Sub-Category for your Package, choose if you want to price your package through Daily, Hourly, Flat Fee, By Contents (All), and By Contents (Client Visible). Read the section on Package Pricing below for more information.
Click "Create" to save the package to your inventory and proceed to the "Details" tab.
Package Pricing
In addition to pricing by Daily, Hourly and Flat Fee, Packages support two additional methods of pricing: By Contents (All) and By Contents (Client Visible).
Both of these options allow you to derive the price of the package based on the contents of the package. The difference between the two is that “By Contents (All)” will calculate the price of the package based on ALL items included (regardless of visibility), where as “By Contents (Client Visible)” will calculate the price of the package based only on the items the clients will see on their contract/invoice.
Said another way, a package priced by all items, won't change as you hide items.
A packaged priced by client visible items, will change as you hide items.
Some important notes when pricing packages by its contents:
The taxes for a package will be calculated based on the tax settings of its contents.
You can only apply a percent (%) discount to the package. However, you can add either percent (%) or fixed dollar ($) discounts to any of its contents.
Percent of Order and Percent of Line Item Group items will still apply to the whole order or line item group — they are not scoped to the package itself.
Hourly items will use the default values you enter when creating the package. But you can still adjust them on the contract itself.
Learn more about pricing your packages by their contents here.
Details
Add a Contract Description
Select to display on the Marketplace or the Website Integration
Add Tags
Add Images
Add Internal notes for your team
Select a Tax Type before clicking "Save"
Package Relations
After adding an image, navigate to the "Contents" tab where you add the contents of this package.
Note that you can choose which items are "Required" (meaning you always need them for this package) and which are "Optional." On a project, you can quickly add "Optional" contents if they are needed/requested. See the example of a different package below.
You can also choose "Auto Hide", which will show only on Fulfillment (internal) documents.
Do you want to reorder the position of your contents? Learn more.
Want to add optional accessories to your packages? Find out how here!
Click "Save" when completed, and the package will be successfully added!
