01What it is
A package is a set to repeat: hours in three rate bands, catalogue or custom items, and tasks with planned hours and a work type. It can have a workshop module and a target workstation.
Use a package adds the whole set to an open quote or job in one operation: items as items, tasks as the work plan or job tasks, and band hours as labour items.
Adding a package does not take goods off stock.
- PREPARED ONCE
- The set you repeat most often.
- ONE CLICK
- Into a quote or job.
- WITH PLANNED HOURS
- Tasks and labour in bands.
02What it is for
A quote in a minute
An oil service or inspection without assembling items.
Fixed prices
The same items and prices for every customer.
A ready work list
Package tasks go into the job.
03Main options
The package card has three tabs: Package details, Items and Tasks.
Package definition
A name is required.
- Classification, module, target workstation
- Hours: base, specialist, expert; planned days
- Description of when to use it, and a Package active switch
Materials, services, equipment
From the catalogue or a custom item.
- Quantity, unit, retail price and price in the project
- Cost for people with access to finance
- Visible to the customer
A work list to create
Name and work type are required.
- Area, planned hours, rate band
- They go into the job work list or the quote work plan
04Tasks step by step
- STEP 1Open Modules › Workshop › Packages and choose New package.
- STEP 2Enter the name and the band hours, save the definition.
- STEP 3Add items and tasks in the next tabs.
- STEP 1On the package card choose Use a package.
- STEP 2Pick an open quote or job and add the package.
- STEP 3The document opens with the items and tasks added.
05Actions
The most common tasks with packages.
New package
A set of items and work.
Use a package
Into a quote or job.
Package active
Order on the package list.
06What it connects to
Choose a module to see where a package goes.
Service catalogue
Package items come from the catalogue.
Go to the topicService catalogue