Packages allow you to create kits or bundles of inventory items that can be easily added to quotes or invoices. Each item in a package can be priced specifically for that package, without affecting the original pricing on the inventory item.
Create Packages
To access Packages, go to the left menu, click Inventory, and select Packages from the dropdown menu.
On the Packages page, click the Add Package button to create a new package in the system.
A pop-up window will appear with all the fields needed to build a personalised package. Below is an example of a package with all fields completed, followed by a breakdown of each field and how to configure them:
Name – Enter a name for the package.
Description – Add a short description to give context.
Add File – Attach an image to visually represent the package.
Add Row – Begin building the package by adding inventory items.
Type – Choose the type of inventory item (e.g. Services, Products).
Category – Filter items by category to narrow your search.
Code – Select the inventory item you want to add.
Location – Choose the source location for the item.
Qty – Define the quantity for each item. The system will auto-calculate the total price based on the quantity and the current pricing of each item.
Note: Items within a package have their own pricing, separate from the inventory. Updating the purchase or sales price of an item in the inventory will not update the price of that item within the package. When you add a package to a quote or invoice, the pricing used will be based on the package configuration—not the inventory item.
Once you’ve finished configuring your package, click Save. The package will appear in the list and can be added to quotes and invoices as needed.
