Adding a Product Package

You can add packages to the packages list. This list is available when adding or editing opportunity or sales order products.

To add

1. On the Administration menu, click New Package.
   The Insert Package dialog box opens.
2. Complete the product package boxes:
   • Name - Enter the product package name.
   • Description - Enter a description for the product package.
   • Status - Click the drop-down arrow and select an item from the list.
3. Click Save
4. To add products to the package, do the following:
   1.  On the Package Detail view, open the Products tab and click Associate Product.
   2.  After selecting one or more products, click Add Selected.
   3. If necessary, change the quantity. Select the record you want to edit, make your changes in the grid, and then click Save. To undo your changes, click Reset before you click Save.
      Not all columns can be edited in the grid. To determine if a column can be edited, click in the grid. If a white box appears, then the column can be edited.

Related Topics

Editing a Product Package

Deleting a Product Package