On Cloud, a Package is a way to group products and labor. You can create two types of packages on Cloud: Product and Labor packages and Labor packages. Product and Labor packages can accommodate products and labor added as Labor Types. The Labor package can contain only labor.
An example of a Product 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 of a Labor package would be an hour of Installation labor and 30 minutes of Programming labor for the TV.
The Package feature is an easy way to quickly add a template group of products to your quotes.
There are three different ways to create packages.
#1 Create a package under Packages
Go to Catalog > Packages in the left navigation menu and click the "Add package" button in the upper right. You will see the New Package modal.
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 easily recognizable among multiple packages.
Package pricing
There are two ways to set the package pricing:
Compute from Items - if you select this, Cloud will automatically total the prices of the items you add to the package.
Fixed Price - if you select this, you will 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.
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 Create a package under Products
Go to Catalog > 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 products list.
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.
Add package details, set the pricing, and change the product quantity if needed.
You can also add labor from the Items Search bar to make this a Product and Labor package.
#3 Create a package in 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 will help 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 Product and Labor package or a Labor package. This will help 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 package to a quote
Adding a package is simple after you have created it. You can go to the quote you want to add the package to, search for the name of the package or the keyword, and click Add. Simple as that!
After the package has been added, you will see the package itself. You can expand the package by clicking the arrow on the right to show all the package content.
