Adding Service Packages to a Service Document
Before adding service packages to a service document, ensure that:
- Service packages have been created and configured in the system; learn more here .
- Service package versions have been defined with appropriate conditions; learn more here .
- The service document (Estimate, Jobsheet, or VIE) is open and ready for editing.
Here is how to add service packages to a service document:
From the menu bar of the service document, select Lookup, followed by Service Packages.
On the Service Package Version Selection page that opens, click the Included column next to the desired package version to toggle the indicator from "No" to "Yes."
Continue clicking the Included column to select additional packages, allowing you to select multiple versions; the system assigns a sequence number (1, 2, 3) based on the order of selection.
Adjust the processing order by deselecting an item (toggling to "No") and reselecting it to move it to the end of the sequence queue.
Click OK to insert all selected packages into the service document simultaneously in the order of their assigned sequence numbers.
Once the service packages are added to the service document, they create a new Group Item and the individual items and labour lines from the package are added as lines within the group.
Prices are applied according to the package settings and any applicable special pricing.
English (UK, IE, IM and IZ). To find documentation in other regions where Garage Hive operates, click here.
English (UK, IE, IM and IZ). To find documentation in other regions where Garage Hive operates, click here.