Packages are ordered the same way as non-package items but depending on how the package is configured, you may receive prompts for additional information during the ordering process. To order a package:
- Select the Items tab from the Add Service Order screen.
- Enter the number of packages needed into the Units field.
- Click OK.
- If the package has no substitutions and does not require verification, the Edit Service Order screen opens and the package ordering process is complete.
- If the package has substitutions, proceed to step 4.
- If the package requires verification, proceed to step 6.
- The Substitute Resource screen opens.
- Select the resource to substitute from the Resource Substitution section.
- If the package does not require verification, the Edit Service Order screen opens and the package ordering process is complete.
- If the package requires verification, proceed to the step 6.
- The Verify Package Model screen opens.
- Make any necessary updates to the package items. Items in green are substitution package items, and items in blue are non-substituted package items.
- Click OK.
On the Edit Service Order screen, the package header displays in bold. The package detail items display indented below the package header in green for substitution items and blue for non-substituted package items.
Comments
2 comments
Hi,
I have created a package and some standard Items is already in the package.
During event, the user will want to add additional item to the package, is there any way to do that?
Thanks.
Regards,
Mavis Yew
0 upvotes
Hi Mavis,
If the order has already been placed, items can be added to the package by going to the Edit Service Order screen, selecting the package header (displays in bold), right-clicking and selecting View -> Model. On the Model screen, you can choose to add a resource or a price list item to the package.
Thanks,
Maggie
0 upvotes
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