Packages

You can put together a package that includes the products you’ve created.

Setting up packages in Settings › Packages, you’re able to save time so you don’t have to manually create a package each time. The package will then be available from the product menu when configuring a quote or a sales order.

Quick Tip: To create a discount for the entire package, create a product that has a negative price. A dropdown will appear to allow you to set it to be a fixed amount or a percentage. The example below creates a 15% discount for the package.

Making Changes to the Products Within Your Packages

When any of your products are updated in Settings › Products, you'll need to swap those out with the new version of the product within any packages they're part of to take effect in the future uses of the package in your quotes or sales orders.

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