Difference between revisions of "Packages"

Revision as of 18:55, 20 July 2012

Packages have a few different functions. They can be used from a marketing perspective for a bundle of items that provide a discount when purchased together. They can be used to make it easier for ordering since all items are grouped together requires the selection of just one package rather than many items. A package can be used as a finished goods item that is assembled from multiple inventory and service items. Packages are equivalent to Inventory Groups in QuickBooks.

Creating a Package

Choosing Add as Line Items and Charge as Package Options

Add as Line Items & Charge as Package

If you are charging as a package, you cannot delete the package header on an order and keep the pack items. Deleting the Package header will delete all the pack items as well.

Add as Line Items

Deleting the Package Header

If package is setup to Add as Line Items and not to Charge as Package, then you can delete the package header and keep the pack items.

Charge as Package

Adding pack items to the package

Pack Items can be inventory items or service items. Click New on the Contents tab to start adding the Pack Items.

In the Package Item Editor window, locate the I, S, & V buttons to the right of Item Name.
I - click I and you can select Inventory items to add to your package
S - click S and you can select Service items to add to your package
V - click V and you can select Vendor Items to add to your package.

Adding Inventory items to package

1. Click the I button and a list of inventory items open.
2. Double click the item you want to add to the package
3. The Package Item Editor window populates with the information for the item selected
-Quantity - choose the quantity you want to include in the package
-Use Item Price Level - if you use pricing levels, select level otherwise leave as 1
-Maintain Inventory - This should always be checked. If unchecked the inventory item won’t be depleted if used, customer equipment won’t be tracked and there will be no history of the inventory item.
-When Package is added to order
--Choose JIT the item if you always want to order the item
--Choose Allocate the item if you want SME to allocate stock when you add the package to the order.
4. Click OK and the item is added to the package

Adding Service items and Labor Items to package

1. Click the S button and a list of service items open.
2. Double click the item you want to add to the package
3. The Package Item Editor window populates with the information for the item selected
- As Task - if you check this box, a labor item will be added to the order instead of a service item.
- Quantity - choose the quantity you want to include in the package
- Use Item Price Level - if you use pricing levels, select level otherwise leave as 1
4. Click OK and the item is added to the package

Pricing the package

Adding a package to a service or install order

Deleting a package from service or install order

Deleting Pack Items from service or install order

Placing a PO for packages

PO for Packages setup as Charge as Package

Syncing Bills for POs setup as Charge As Package to QuickBooks

- If you have SQLink setup to sync Bills to QB for items received on POs, the bill will not sync to QuickBooks until all the Pack Items are received.
- If you sync and only part of the items are received, SQLink will ignore the bill give you a message like the following:
Processing 1 of 1 Purchase Orders
Purchase Order 28427 skipped - no received items to export
- Once all the pack items are received, then the bill will sync to QuickBooks and it will show all the pack items and the package header.

@@ Line 2: / Line 2: @@
-'''
+== Creating a Package ==
-Create a package:'''
-<br>1. Go to the Inventory module and click '''Packages'''.
-<br>2. Click '''New'''.
-<br>3. '''Details and Settings tab''' – here you will enter the package name and description. Additional options include:
-[[File:BreakoutPackage.png]]
-'''
-Is Active''' – check if the package is active. If you don’t want to use this package anymore in SME, uncheck Is Active.
-'''Add to Customer Equipment''' – Do not check this box. If you want material in a package to go to customer equipment. You can follow these steps:
+<h2> Choosing Add as Line Items and Charge as Package Options</h2>
-<br>1. Figure out which inventory items are included in the package.
-<br>2. Go to the inventory module and find the items to be included in the package.
-<br>3. Make sure '''Add to Cust. EQ''' is checked on all the items you want to be added to customer equipment.
-<br>4. Go to Packages and create a new package.
-* On the Details and Settings tab, enter the name and check Breakout Contents.
-* On the Contents tab, click New to select the inventory items.
-* In the Package Item Editor window, click I and select the inventory item.
-* Click '''OK'''.
+<h3> Add as Line Items & Charge as Package</h3>
+<br>[[File:LineItemsAndChargepackage.png]]
+<br>If you are charging as a package, you cannot delete the package header on an order and keep the pack items. Deleting the Package header will delete all the pack items as well.
-'''**NOTE**'''The only way equipment in package is added to Customer Equipment is if you check “Breakout Contents” and the “Add to Cust EQ” is checked on the individual Inventory Items, not in the package.
-'''Add as Group''' – Adds only the package contents to the Order Items tab on the order.
+<h3> Add as Line Items </h3>
+<br>[[File:AddAsLineItems.png]]
+<h4> Deleting the Package Header</h4>
+If package is setup to Add as Line Items and not to Charge as Package, then you can delete the package header and keep the pack items.
+<br>[[File:DeletingPackageheader.png]]
-[[File:AddAsGroup.png]]
+<h3> Charge as Package</h3>
+<br>[[File:ChargeAsPackage.png]]
-'''**NOTE**'''If you check Breakout Contents and Add as Group, it will only add the package contents to the Order Items tab.
+<h2> Adding pack items to the package</h2>
+Pack Items can be inventory items or service items. Click '''New''' on the Contents tab to start adding the Pack Items.
+<br>[[File:AddingPackItems.png]]
+<br> In the Package Item Editor window, locate the '''I''', '''S''', & '''V''' buttons to the right of Item Name.
+<br>'''I''' - click I and you can select Inventory items to add to your package
+<br>'''S''' - click S and you can select Service items to add to your package
+<br>'''V''' - click V and you can select Vendor Items to add to your package.
-. '''Contents tab''' –  This is where you will select the material to be included in the package. The material you add to the package must already be set up in inventory.
+<h3>Adding Inventory items to package</h3>
+<br>1. Click the '''I''' button and a list of inventory items open.
+<br>2. Double click the item you want to add to the package
+<br>3. The Package Item Editor window populates with the information for the item selected
+<br>-'''Quantity''' - choose the quantity you want to include in the package
+<br>-Use Item Price Level - if you use pricing levels, select level otherwise leave as 1
+<br>-'''Maintain Inventory''' - This should '''always be checked'''. If unchecked the inventory item won’t be depleted if used, customer equipment won’t be tracked and there will be no history of the inventory item.
+<br>-When Package is added to order
+<br>--Choose '''JIT the item''' if you always want to order the item
+<br>--Choose '''Allocate the item''' if you want SME to allocate stock when you add the package to the order.
+<br>4. Click '''OK''' and the item is added to the package
+<br>[[File:PackageItemEditor_Inventory.png]]
-*Click '''New'''.
+<h3>Adding Service items and Labor Items to package</h3>
-*In the Package '''Item Editor window''', click [[File:I.png]] to select the material from inventory. The Item Name, Item Number and Description will populate from the inventory item you selected.
+<br>1. Click the '''S''' button and a list of service items open.
-*Click '''OK'''.
+<br>2. Double click the item you want to add to the package
+<br>3. The Package Item Editor window populates with the information for the item selected
+<br>- '''As Task''' - if you check this box, a labor item will be added to the order instead of a service item.
+<br>- '''Quantity''' - choose the quantity you want to include in the package
+<br>- '''Use Item Price Level''' - if you use pricing levels, select level otherwise leave as 1
+<br>4. Click '''OK''' and the item is added to the package
+<br>[[File:PackageItemEditor_ServiceITem.png]]
+<h2>Pricing the package</h2>
+<br>[[File:PackagePriceTab.png]]
-'''Add Package to an Order:'''
+== Adding a package to a service or install order ==
-#    Create a new service or install order.
-#    Select the Order Items tab.
-#    Click '''New Package''' and select the package.
+== Deleting a package from service or install order ==
+== Deleting Pack Items from service or install order ==
+== Placing a PO for packages ==
+<h2>PO for Packages setup as Charge as Package</h2>
+<h3> Syncing Bills for POs setup as Charge As Package to QuickBooks</h3>
+- If you have SQLink setup to sync Bills to QB for items received on POs, the bill will not sync to QuickBooks until all the Pack Items are received.
+<br>- If you sync and only part of the items are received, SQLink will ignore the bill give you a message like the following:
+<br>   Processing 1 of 1 Purchase Orders
+<br>   Purchase Order 28427 skipped - no received items to export
+<br>- Once all the pack items are received, then the bill will sync to QuickBooks and it will show all the pack items and the package header.
+<h2>PO for Packages setup as Add as Line Items (not charge as package)</h2>