How to create a Package?

How to Create a Package

How to Create a Package 

To learn more about packages, read our Package Overview. See below for a step-by-step walkthrough on how to create a package. Note that only MYCE admins are able to create and modify packages. 
1. Find the Packages tab and click on "New"

2. Name your package
Name your package
3. Write a package description

Write a package description

4. Give your package a max discount. This is the maximum amount that this package can be discounted on a quote.
Give your package a max discount. This is the maximum amount that this package can be discounted on a quote.
5. If your package will span multiple days on quotes, check "Multi Days"
6. Select the property for the package. Packages can only have one property and all components must be a part of that property.
Select the property for the package. Packages can only have one property and all components must be a part of that property.
7. Beyond the max discount, if you would like to give staff the ability to customize prices and add or remove components, the package should be made Custom.
Beyond the max discount, if you would like to give staff the ability to customize prices and add or remove components, the package should be made Custom.
8. If you enter a start date, packages cannot be added to quotes before this date.
If you enter a start date, packages cannot be added to quotes before this date.
9. If you enter a end date, packages cannot be added to quotes after this date.
If you enter a end date, packages cannot be added to quotes after this date.
10. Active is checked by default and will show this package on quotes belonging to the package's property.
Active is checked by default and will show this package on quotes belonging to the package's property.
11. Click on Save to create the package
Click on Save to create the package
12. Click on New Package Line to add components to the package
Click on New Package Line to add components to the pacakge



For more detail on package component types read here.

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