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 product package:

  1. Click New Package from the Administration menu. The Insert Package window is displayed.
  2. Specify the information:
    Name
    The product package name.
    Description
    The description for the product package.
    Status
    Click and select an item from the list.
  3. Click Save.
  4. To add products to the package, perform the following:
    • Select the Products tab and click the Associate Product option on the Package Detail view.
    • Click Add Selected after selecting one or more products.
      Note: 
    • Select the record to be edited and make the changes in the grid, you can also change the quantity if required.
    • Click Save. To undo the changes, click Reset before you click 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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