Seller: How to Create and Manage Packages

Page Contents:

Click here for instructions on how to add a package to a proposal.



What are proposal packages?

Proposal packages refer to a collection of two or more saved inventory items that can be included in a proposal during Step 2 of the proposal creation process. 



How do I create a proposal package?

There are two methods to create a proposal package: utilizing the Inventory Search feature or manually through the Package Management option. Here's a breakdown of each approach:



Creating a Proposal Package from Inventory Search:On the left-hand side menu, select Plan, then Search. In the Inventory Search, you can use filters like location, product, availability, and more to narrow down your search. Once you've set your desired filters, click Search.





Select the assets to add to a package by checking the box next to the Vendor Inventory #. Click Add to Package once you have made your selections.





A window will appear with two options: Create New Package or Add to Existing Package.







Next, fill out and review the following fields:  General Package Information: Enter your package name and a description. Package Pricing: Enter the full package price.  Package Details: This section will be automatically populated based on the assets you select for the package. Therefore, you don't need to manually fill out this section.





Creating a Package through Package Management: On the left-hand side menu, select Propose then Packages





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Click Create above the Package Management dashboard.







​​​​​Next, fill out the following fields:  General Package Information: Enter your package name and a description.  Package Pricing: Enter the full package price.  Package Details: You will need to manually fill out the information as it will not be automatically populated. Ensure that you fill out all the fields accurately and completely.