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      1. Texada Knowledge Base
      2. Service: Service Agreement Quoting
      3. Admin

      Packages

      An overview of the Packages page in Service Agreement Quoting.

      The feature discussed in this article is only available to SAQ administrators.

      Quick Reference

      • The Packages page allows you to manage the Packages available in Service Agreement Quoting (SAQ). To access this page, navigate to the Admin section of SAQ (click the gear icon in the top-right corner of the screen), then select “Packages” from the left navigation menu.
      • Click the “Add Package” button in the top-right corner of the Packages screen to create a new Package. 
      • Click the Edit button Edit Button - Service Agreement Quoter to the right of an existing Package to edit it. Click the Delete button to delete it.
      • Check the “Enabled” checkbox to the left of a Package to enable it. Uncheck this box to disable it.

      Introduction

      The Packages page allows you to manage the Packages available in Service Agreement Quoting (SAQ). Packages provide a way to group multiple Events (Standard Jobs) and Additional Events together with a set number of occurrences for each Event. These Packages can then be added to Quotes, making it easier to build out Quotes that contain common combinations of Events.

      A Package acts as the "term" of a Contract. For example, if a Contract includes 250-hour services with a term of 2000 SMU hours or 24 months (whichever comes first), then the Package associated with the Contract needs to contain all of these PM Events as well as the number of occurrences for that term.

      The below image illustrates how the Package might be structured in this example. The 250/2000HRS Package includes 4 occurrences of the PM1 Event, 3 occurrences of the PM2 Event, and 1 occurrence each of the PM3 and PM4 Events, each scheduled at 250-hour intervals.

      By bundling all of these Events into a single Package, complex maintenance schedules can be quoted easily.

      To access the Packages page, navigate to the Admin section of SAQ (click the gear icon in the top-right corner of the screen), then select “Packages” from the left navigation menu.

      Packages

      1. Packages Table
        This table contains a list of the Packages in the system. Click on a column header to sort the table by that column. Click and drag the column headers to change the order of columns. Click and drag the vertical bars between the columns to resize the columns.
      2. Save Button
        Click to save your changes.
      3. Add Package Button
        Click to create a new Package. See “Add / Edit Package” for more information.
      4. Enabled Checkbox
        Check this checkbox to enable a Package. Uncheck this checkbox to disable it.
      5. Edit Button
        Click to edit a Package. See “Add / Edit Package” for more information.
      6. Delete Button
        Click to delete a Package.

      Packages Table - Columns

      The Packages table comprises the following columns:

      • Enabled: Contains the Enabled checkbox.
      • Package Name: The Package’s name.
      • Description: The Package’s description.
      • Events: The number of Events the Package contains. This number does not include Additional Events.
      • Occurrences: The total number of Occurrences the Package contains across all Events. This number does not include occurrences of Additional Events.
      • Actions: Contains the Edit and Delete buttons.

      Add / Edit Package

      Click the “Add Package” button in the top-right corner of the Packages screen to create a new Package. Click the Edit button Edit Button - Service Agreement Quoter to the right of an existing Package to edit it.

      Required fields are marked with a red asterisk Red Asterisk Big.

      Admin - Packages - Edit Package NUMBERED

      1. Package Name
        The Package’s name.
      2. Description
        The Package’s description.
      3. Contract Type
        The Contract type to which this Package can be applied.
      4. Enabled Checkbox
        Check this checkbox to enable the Package. Uncheck this checkbox to disable it.
      5. Available in iQuote Checkbox
        Check this checkbox to make this Package available in iQuote. Uncheck this checkbox to make it unavailable.
      6. Add Event Button
        Click to add an Event to the Package. This will add a new Event Type / Occurrences row to the bottom of the Events table.
      7. Add Additional Event Button
        Click to add an Additional Event to the Package. This will add a new Event Name / Occurrences row to the bottom of the Additional Events table.
      8. Event Type
        Click on the drop-down to select an Event Type for the Event. Event Types are managed via the Event Types screen.
      9. Event Occurrences
        The Event’s number of occurrences, or the number of times the Event will be performed as part of the Package.
      10. Remove Event Button
        Click the bin icon next to an Event to remove it from the Package.
      11. Additional Event Name
        Click on the drop-down to select an Additional Event. Additional Events are managed via the Additional Events screen.
      12. Additional Event Occurrences
        The Additional Event’s number of occurrences, or the number of times the Event will be performed as part of the Package.
      13. Remove Additional Event Button
        Click the bin icon next to an Additional Event to remove it from the Package.
      14. Save Button
        Click to save your changes.
      15. Cancel Button
        Click to close the Add / Edit Package window without saving your changes.