GEM-BOOKS FAQ

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Creating a Package from the Point of Sale (Estimate) in GEM-BOOKS

From the Point of Sale, add all the items you wish to add to your estimate.

Right-click on one of the items you wish to add to a package.

Select Packages > Create a package for this sale only.

 

Choose the options that best suit your needs and select the products.

Click on Save

In the Point of Sale, if you click on Packages > Create and save a new package.

 

You can create a new package with a new name and code.

Choose the desired options and products and/or services.

Click on Save

 

To confirm that the new set has been created, click on the main menu on the left > Inventory > Packages.

If you click on +New, you can also create a package here. 

 

Other articles on the subject:

How to Find Products in the Point of Sale in GEM-BOOKS

How to Apply a Margin to a Product Added Manually 

Creating a Product or a Service from the Point of Sale in GEM-BOOKS 

Retrieve Client's Estimate in the Point of Sale in GEM-BOOKS

 

Posted  1 week  ago by  Bianca da Silveira De Amorim
#2180 9 views

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