With packages you can specify a kit or bundle of items that can be added to a quote or invoice. The items can be priced individually for the package without changing the price on the inventory item.

Create your packages

To get started, add a package to you inventory .Click on Inventory and select Packages. Click on the add package button

In the popup, name and build your package by adding items from your inventory. adjusting the pricing of each items for the package.

Please note that items are priced separately on a package from inventory and updating the purchase and sales price on an item in inventory will not update the pricing of the item on the package. So when you add items from a package to a quote or invoice the pricing comes from the package not from the inventory.

Packages can be added on jobs as individual items only

  • To add the items from a package to a job, open the item tab on the job page and click + Add Item - select + Add Package
  • Select the package and the Quantity to add in the popup and click Add Package

The items are added as individual items on the job, split under the Service and Products heading

To add a package onto a quote read this


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