About packages

Packages are templates of costs that you can import into a quote.  This feature allows you to setup preset groups of costs and assign them to be available to any of the teams you've registered to your organisation.  This allows you to easily import costs into quotes rather than having to allocate them individually multiple times.

For example, if you regularly use a catering company and a cleaning company together, you can create a package with both costs included.  Then when you create a quote you can select the package and it will automatically add in both costs for you.  This can save a lot of time if you regularly use services alongside each other.

To create a Package

1. Using the navigation menu on the left hand side select Packages.
2. On the Packages overview page you can see all packages that have been created, their total cost, total price, and a duplicate button (two pages in a green square).  Here you can search for a package using the search bar or create a new package by selecting Create package at the top of the page.  Select Create package.
3. Enter the desired package name and select the desired team for this package to be assigned to.  Select Next.
4. You should now see the costs overview page for the package.  This works in the same was as the Costs tab. Click here for a guide on how to add a cost.  Repeat this step as many times as required until you have built the intended package.
5. As costs are added, the financial figures will automatically update and provide a Total Cost, Total Price, Markup, and a Margin percentage for you.

Add a package to a quote

1. Using the navigation menu on the left side select Events, search for and select an event.
2. From the Events dashboard select the Quotes tab.
3. From the quote overview (ensure you are in the costs section) select the Add button at the top right.
4. Select Add Package.
5. You can either type and search for the package you created, alternatively you can scroll down the alphabetised list and select your package.
6. You will see the costs are then automatically applied to the quote.

The different costs are added and grouped according to their Type.  This is set when the core costs are created.  For further information on cost types and how to customise them click here.

Each package can be assigned to a singular team, although this field is not mandatory and can be left blank.  If you wish to assign a package to multiple teams you can simply duplicate the package.  When duplicating you can assign a different name to the new package, this allows you to specify which team is linked to each package if you wish.  Once the duplicated package has been created select Edit package name at the top right.  This is where you can allocate a different team.

Below is a video that guides you through setting up a new package, applying it to a quote and viewing the resulting quote.

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Updated on: 08/09/2020