Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Packages are basically products or plans. Packages can appear on order forms and be ordered by clients, or added manually by staff. An ordered package becomes a service, which may or may not recur. A recurring service results in recurring invoices being generated and sent to the client for the renewal period.

Creating Packages

To create a Package, click Packages can be created under [Packages] > [ Create Package].

A form will be presented with the following sections:

...

All packages must belong to at least one group in order to be usable. The package group may be a standard or add-on group. Package groups create a heirachy between packages, separating those that are standard packages or add-on packages. If no Package Groups exist, a new Package Group can be created at the same time by selecting "Create a New Group".

After entering necessary details, click the "Create Package" button to create the Package.

...