Seller: Guide to Packages
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 three methods to create a proposal package: utilizing the Inventory Search feature, manually through the Package Management option, or via Fill From Spreadsheet. 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 from Package Management:
On the left-hand side menu, select Propose then Packages.
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.
Creating a Proposal Package from Fill From Spreadsheet:
On step 2 of the RFP, click the "Download" button above the proposal grid, select the best option that best applies to your needs and click download.
Open the spreadsheet in excel, add all your asset information, and in the package name column, add the same name to all assets you wish to include in a package.
Once your spreadsheet is updated save and upload using Fill from spreadsheet. Select the "Merge" option IF the assets are already present within the data grid, otherwise use "Append" or "Replace".
Feel free to update the description on the package line to better describe what the package is offering, the number of units is going to be a sum of the total units in your package. The net media rate card/cycle and net media cost/cycle are also going to reflect the sum of the units. A summary row of the created packages appears once saved. These rows do not carry over to contracts.
You can change the Net media cost/cycle on the summary row and it will be evenly divided between the assets included in the package.
How to add an existing package to an RFP
Begin by selecting Propose then RFPs on the left-hand side menu.
Once you are on the RFP dashboard you have two options to proceed to the Proposal Template. Click "view" if the RFP status is "New" and proceed through the TSF page and the project brief. For all other status click "propose" to proceed directly to the Proposal Template.
Once you are on the Proposal Template, click on the "Action" button above the grid and select packages.
Ensure that the proposal has a "Package Name" column. A box will appear, showing all the current packages and providing a drop-down menu to select new packages. Choose the desired package from the drop-down menu and click Add Package to include the selected package.
A success message will pop up, You must click Save for later, Save & Send, or Save & Continue to save your changes.
How to unpackage items
You can unpackage any existing package within the data grid by clicking on actions and selecting packages.
By clicking "unpackage" this will remove the package name from the data grid, resulting in assets being proposed individually. The "Package Name" header should then be removed from the template to complete unpacking.