How to create a package template?

Created by Luke Barrett, Modified on Thu, 26 Jun at 3:24 PM by Luke Barrett

Locate ‘JOBS' in the left hand navigation bar and click on the tab 'PACKAGE TEMPLATES’. In the top right click 'NEW'. 

  1. fill out the information of the package including a code, description and dimensions of the package.

  2. you can also select if the package is held in a chiller or freezer.

  3. If needed, you can add a finance customer to be tied to this package. Allowing the package to only be viewed on jobs tied to that finance customer.

  4. once all necessary fields have been filled click 'SUBMIT' to complete creating a package template.

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