Purchase Packages

Purchase Packages

Purchase Packages define standard “package” labels you use when working with parts (examples shown: Box, Gallon, Pallet, Quart, Roll, Yard). These packages can be selected when setting up parts so your team stays consistent.

How to get there

1. Go to Settings > Select Parts > Click Purchase Packages

What You Can Do on the List

• Search
• Filter by 
  • Name 
  • Description
  • Active (status)
• Add a new purchase package

Add a Purchase Package

Click Add Purchase Package

In the Add New Package dialog, give the Purchase Package a Name (required) and short Description (optional). Click Save Package once completed. 

Edit a Purchase Package

Click an item to open Edit Package

You can edit the Name, Description and toggle the Active status of a Purchase Package. 

If you no longer want to use a Purchase Package, set the Active status to inactive. This way older parts and invoices that reference this Purchase Package still make sense.