Editing Packages
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== Creating a Package == | == Creating a Package == | ||
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<h2> Choosing Add as Line Items and Charge as Package Options</h2> | <h2> Choosing Add as Line Items and Charge as Package Options</h2> | ||
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<h3> Add as Line Items & Charge as Package</h3> | <h3> Add as Line Items & Charge as Package</h3> | ||
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<br>[[File:LineItemsAndChargepackage.png]] | <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. | <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. | ||
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<h3> Add as Line Items </h3> | <h3> Add as Line Items </h3> | ||
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<br>[[File:AddAsLineItems.png]] | <br>[[File:AddAsLineItems.png]] | ||
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<h4> Deleting the Package Header</h4> | <h4> Deleting the Package Header</h4> | ||
− | If package is setup to Add as Line Items and | + | 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]] | <br>[[File:DeletingPackageheader.png]] | ||
<h3> Charge as Package</h3> | <h3> Charge as Package</h3> | ||
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<br>[[File:ChargeAsPackage.png]] | <br>[[File:ChargeAsPackage.png]] | ||
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== Adding a package to a service or install order == | == Adding a package to a service or install order == | ||
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== Deleting a package from service or install order == | == Deleting a package from service or install order == | ||
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== Deleting Pack Items from service or install order == | == Deleting Pack Items from service or install order == | ||
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== Placing a PO for packages == | == Placing a PO for packages == | ||
<h2>PO for Packages setup as Charge as Package</h2> | <h2>PO for Packages setup as Charge as Package</h2> | ||
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<h3> Syncing Bills for POs setup as Charge As Package to QuickBooks</h3> | <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. | - 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. | ||
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<h2>PO for Packages setup as Add as Line Items (not charge as package)</h2> | <h2>PO for Packages setup as Add as Line Items (not charge as package)</h2> | ||
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