Grouping and Packages
Present your orders in a neat and orderly manner, by consolidating line items into a group or package. Groups and packages help your sales team present product pricing to their customers exactly how they want to a customer. There are three ways to organize your line items: Display Group, Ad Hoc Groups, and Packages. Each type serves a purpose and must be set up on your templates to properly show to customers. You are able to set up the following on your templates.
Add Group and Package elements to your templates.
Choose how you want pricing to display for customers.
Bill customers for each item or for the entire group.
Use package to make a pre-assembled product mix for ease of use entry.
Give users ability to make their own mixes and presentation with Ad Hoc Grouping.
Here are all the configurations you may want to review before using the system. All of our help documents will give you an overview of how the system works, but you may need to consult support for specific workflow issues based on your configurations and can use our guided walkthroughs for step-by-step direction.
They are multiple parts of your site you may want to review before using Groups and packages.