Selling Packages

Selling Packages

Selling Packages define standard “package” labels you use when selling parts (examples might include; Box, Each, Pair, Gallon, etc.). These packages can be selected when setting up parts so your team stays consistent.

How to Get There

In the left menu, go to Settings > Parts > Click Selling Packages

In the Selling Packages page you will find:

• Add Selling Package
• Search - Global search bar
• Column headers
  • Name
  • Description
  • Active status

How to Add a Selling Package

Click Add Selling Package

The Add New Package dialog will appear

1. Name (required)
2. Description (optional)
3. Click Save Package

How to Edit a Selling Package

Click on an existing Selling Package to edit it

In the Edit Package dialog we can see 

• Name (required)
• Description (optional)
• Active (Toggle between an active and in-active status)
  • Best Practice - If you no longer want a package used, set it to Inactive instead of removing it, so older parts/invoices that reference it still make sense.

To lock in the change click Update Package