The main purpose of packages is to allow to sell multiple models, items, miscellaneous charges, extended warranties, or labor charges for one package price. Then when the invoice is finished, EPASS will distribute the package price across all package detail lines so that there is an even percentage of profit for each line.
There are two ways you can sell packages in EPASS, either a pre-defined package or a package that you create “on the fly”.
First, let’s cover adding a pre-defined package to an invoice. Assuming we have the package already created in System Maintenance, we just need to choose the appropriate code from the Package drop down.
After selecting the package code, the description and amount are automatically filled in. Both can be changed, but the selling price will check minimum selling prices and ask for an override password if you try to sell it for too little. Once you click OK, the package line and all package detail lines will be added to the invoice.
Now, let’s cover adding a package on the fly. When adding a package on the fly, you will skip selecting a package code and instead just enter a description of the package, then the price.
Next, add each detail line that is going to be a part of the package, making sure to check the Package check box. You can only check the Package box if you have already added a package line to the invoice. Once you check the Package box the price will change to zero, since all package lines are part of the package selling price.
If you try to add too much to the package and the selling price eventually will be below the minimum selling price for all of the product combined, the system will prompt you for an override password. This will happen when you add the detail line that puts the package below the minimum price, as well as for each addition line you add after that.
You can have multiple packages on one invoice, but it’s important to remember that each package component belongs to the first package line above it. If you already had multiple packages on an invoice and you wanted to add another component to the first package, you would have to add it with the package box unchecked, then drag it up somewhere between the first and second package, then edit that line and check the package box.
If you want to remove a component from a package, just highlight that line and click the Delete button. It will confirm that if you want to delete it or not.
If you want to delete an entire package, just highlight the package line and click Delete. You will get a message saying that all package detail lines will also be deleted. If you want to continue, then click Yes and the entire package will be removed from the invoice.
Occasionally, you may want to sell a “tax included” package. For example, you quoted a customer X dollars for an entire kitchen, including taxes. You still need to charge taxes and track how much of the package amount was tax, but you just want the grand total to be X dollars. To do this in EPASS, just add the package line like you normally would and check the Tax Included checkbox next to the tax that is included (or, if you’re adding a pre-defined package, it could have already been set up as tax included).
Once you click OK to add the package, EPASS will automatically add a miscellaneous charge for a negative dollar amount. This miscellaneous charge will cancel out the tax amount so that the balance is just the amount of the package.
