On Cloud, a "Package" is a way to group products and labor. You can create two types of packages on Cloud: "Products and Labor" packages and "Labor" packages.
Products and Labor packages can accommodate products and labor added as Labor Types. The Labor package can contain only labor.
An example of a Products and Labor Package would be a 55" TV, a Sonos sound bar, a Sub, two Sonos Ones, mounts/stand, and some labor hours for installation and programming.
An example Labor package would include 1 hour of Installation labor and 30 minutes of Programming labor for the TV.
There are three different ways to create a Products and Labor package.
You need the following permissions in the "Catalog" permissions group, or you should be a member of a group that has them, to manage packages.
Create catalog items, to create packages
Edit catalog items, to edit packages
Delete catalog items, to delete packages
#1 Under Packages
1/ Go to Catalog > Packages in the left navigation menu and click the "Add package" button in the upper right.
2/ Select "Products and Labor Package," and click "Next."
You will see the New Package modal.
3/ You will need to specify the following in the New Package modal.
Package details
Use the Name, Category, Image, and Description fields to make the package easy to recognize among multiple packages.
Package pricing
There are two ways to set the package pricing:
Compute from Items - if you select this, Cloud automatically totals the prices of the items you add to the package.
Fixed Price - if you select this, you need to set the price, cost, margin, and markup.
You also have the "Use associated labor for all products and allowances in this package" option to retain or discard labor that is associated with products via the Category Rules feature.
Items
In the Items Search bar, you can add the products and labor that should be part of this package.
To edit the defaults that come with the products and labor, click the 3-dot menu and click "Edit item." Cloud displays its Details view, and you can edit as needed.
Once you add a product, its accessories are added to the package as well.
To view a product's accessories, click the down arrow to the left of the product.
To edit an accessory, click its 3-dot menu, and click "Edit item." Cloud displays its Details view, and you can edit as needed.
4/ Click "Create."
If you want to add keywords that can help you search for packages in the catalog or quote, go to the edit view of the package and add one or more keywords in the "Keywords" text box.
#2 Under My Products
1/ Go to "Catalog > My Products" in the left navigation menu and select multiple products.
If you have added keywords for products or marked them as favorites, you can use the keyword or the Favorites filter to filter the product list.
2/ Click the "Action on x selected" dropdown at the top-right corner and click "Create a new package." You will see the New Package modal with the selected products already loaded.
3/ Add package details, set the pricing, and change the product quantity if needed.
You can add labor from the Items Search bar to make this a Products and Labor package.
4/ Click "Create."
#3 Within the quote
When in the quote, you can create a package in the following ways:
Select multiple items and click "New package" in the side panel. This lets you create a package from the items already in the quote.
Click "New Item," located above the Items Search bar, and select whether you want to create a Products and Labor package or a Labor package. This lets you create new packages with any of the catalog items.
The packages you create in quotes will be saved in the catalog for future use.
Add a package to the quote
To add a package to a quote, go to the Quote Details view, search for the package's name or the keyword, and click "Quick add."
After you add the package, you'll see only one line item for it. You can expand the package by clicking the arrow on the left to see all items in the package.
Update package items
Here are some things you need to know about updates to packages made using the "Compute from item" option.
You can change the pricing of items in a package by clicking the 3-dot menu, then selecting "Edit item" in the Package Details view.
You can also change pricing for products and labor types; Cloud automatically updates the package total.
The package price in quotes where it is already added does not change. The new price will apply only to new quotes.
For a package already in a quote, pricing and other changes to its products can be updated by syncing the updates in the Quote Details view. Check out this article for more details.
Add items to multiple packages simultaneously
You can add items to multiple, identical packages in a quote by selecting their headers in the quote and adding items from the side panel.
Check out this article for more details.