To create a Package

To create a Package

Using the navigation menu on the left hand side select Packages.
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.
Enter the desired package name and select the desired team for this package to be assigned to.  Select Next.
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.
As costs are added, the financial figures will automatically update and provide a Total Cost, Total Price, Markup, and a Margin percentage for you.

Below is a video on how to create a package.




Once the package has been created you can add it to a quote. Click here for instructions on how to add to a quote.

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Updated on: 08/09/2020