Packages

General Tab

The General tab displays basic information about the Package. This includes a Name, Group, Description, Image and Options.

Name

Displays the name of the Package

Group

Displays the Package Group assigned to the Package. Click the Package Groups button on the ribbon to manage your groups.

Description

Displays the Description for the Package.

Click the Check Spelling button to check the spelling and add to the dictionary:

You can change the case of one or multiple words at a time. Make multiple selections by holding down Shift (to select a series) or Ctrl (to select outside of a series). Your options are: Upper, Lower, Title, Sentence.

You can also insert an existing Snippet or add a new Snippet. See Snippets.

Image

Here you can add an image to a Package. You can use the Add, Paste, Clear functions or you can drag and drop images directly into the field.

The Options section allows you to specify how this package will behave when added to a project.

Prompt Accessories

This setting applies when adding Packages to a Project via the Package Explorer within a Project. This will prompt you for any accessories when adding the Package to the Project vs. automatically adding them.

Note: In order for this feature to work, you must also check "Include Accessories".

Ignore labor in products (Calculate labor only from labor items in package)

This setting will ignore all Phase/Hour labor rates for all Products in the Package. Labor for the Package will only be calculated based on Labor Items that have been added to the Package. See Labor Considerations.

Summarize in Client Reports

This will hide all detail for the Package in Client reports. All that will display by default are the Name, Description, and Price for the Package.

Include Accessories

When checked, the accessories for any Item added to the Package will be included in the Package.

Approved

Indicates whether a Package has been approved for use.

Packages have the following additional options when added to a Project:

Items in package can be in different location and system

This setting will allow you to assign items within a package to different Locations/Systems within a Project.

Optional

This will make the Package optional within a Project. Click here for details on Optional Items.

Items Tab

The Items Tab displays the list of items in the Package:

Base Price 

Displays the sum Price of all Products in the Package.

Discount

You can add a discount to a Package here. This field will auto-calculate the discount if you manually enter a Net Price.

Net Price

Displays the Price of the Package with any applied Discount. This field will auto-calculate if you manually a percentage in the Discount field.

The Estimated Installation Price link displays the totals for Equipment, Labor, and Taxes for the Package:

Add Products

To add Products to the Package, click [Add Products]:

The Add Products screen will display all Products in your Catalog:

Select the item you want to add to the Package. Make multiple selections by holding down Shift (to select a series) or Ctrl (to select outside of a series). The Add button will add the item(s) to the Package and the screen will remain open. The Add and Close button will add the item(s) and close the screen.

Add Labor

To add Labor to the Package, click Add Labor:

 

 

The Add Labor screen will open and display all Labor items in your Catalog:

 

 

Select the Labor item you want to add to the Package. Make multiple selections by holding down Shift (to select a series) or Ctrl (to select outside of a series). The Add button will add the Labor item(s) to the Package and the screen will remain open. The Add and Close button will add the Labor item(s) and close the screen.

 

To manage your Labor items, go to the Labor Explorer.

Change Price Type

The Change Price Type tab will allow you to change the Price Type for the Package:

 

 

Make a selection from your list of Price Types:

 

 

The pricing for the items in the Package will then be changed to the Price Type you selected.

Package Groups

The Package Groups button will display your Package groups and allow you to manage them:

 

 

Package Groups allow you to organize your Packages: