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. From the Administration menu, click New Package.
    The Insert Package field is displayed.
  2. Complete the product package fields:
    Name
    Enter the product package name.
    Description
    Enter a description for the product package.
    Status
    Click and select an item from the list.
  3. Click save.png (Save).
  4. To add products to the package, perform the following:
    1.  On the Package Detail view, select the Products tab and click add.png (Associate Product).
    2.  After selecting one or more products, click Add Selected.
    3. If required, change the quantity. Select the record to be edited, make the changes in the grid, and then click save.png (Save). To undo the changes, click reset.png (Reset) before you click save.png (Save).
      Note: 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.
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