Packs are collections of products that are grouped and sold together. You can add a pack to a quote or order as a single line item. You can also add all the individual items inside that pack as individual line items on the quote or order. To add and update packs to your catalogue, follow the instructions below.
- Log in to the Onsight web console at https://sales.onsightapp.com/.
- Click on ‘Manage your data’ from the left-hand side menu.
- Click on the ‘Packs’ menu item.
- You will see a list of all of your existing packs.
- To add a new pack, click on ‘Add Pack’.
- To update an existing pack, click on the name of the pack, click the ‘Edit’ button, make your changes and then click the ‘Save’ button.
- To delete an existing pack, tick the box that is to the left of the pack you would like to delete and then click the ‘Delete’ button at the top of the list.
For each pack you can specify a range of data fields and configuration options.
Pack Name :
Full name of the pack.
Active :
When packs are set to ‘Active’ they are visible and displayed in your catalogue. Mark an item as inactive if you do not want it to appear in your catalogue. This might apply if the item is out of stock or no longer available for sale.
Description :
A description of the pack.
Detailed Description :
A lengthier description of the pack.
Primary Category :
Select the category you want the pack to appear in. If the category contains a subcategory or subcategories, you need to select a subcategory. This will place the pack into that specific product category. When you browse the pack catalogue you will be browsing the pack category hierarchy.
Images:
Upload a good quality image of your pack. You can upload multiple images if you want to show different angles.
Cost Price :
The cost price of the pack. This is used for your gross profit reports.
Price :
The price of your pack excluding taxes. Tax amounts will be calculated and automatically added.
Taxable :
Is the pack taxable or not?
Applied Taxes :
These are the taxes you want to apply to the price of your pack.
Stock :
Use this field to store the number of packs that are currently available and ready to sell to customers. This value will be displayed in the app and web console. There are multiple ways to keep this value up-to-date. See this article: How can I update and display my stock levels?.
Product Code / Barcode / SKU:
Everyone uses different combinations of codes to track their products. You can use all three or none, it is up to you.
Featured :
A pack marked as ‘Featured’ will be given a more prominent display in your catalogue.
Contents:
Use this tab to add the individual products that make up your pack.
- In the ‘Product’ field, start entering the name of the product that needs to be added.
- Select the product from the search results.
- Enter the quantity of the selected product that you want available in the pack
- Click the ‘Add’ button.
- Repeat this process till you have added all the contents.
Custom Fields :
On this tab you can add extra fields for showing additional information for each pack.
Price List, Discounts, Availability
The Price Lists, Discounts and Availability tabs allow you use customer groups to assign discounts, overriding prices and restrict access to packs. See this article on how to set up customer groups.
Associated :
Associated packs are complementary packs to the pack that you are working with. Use this tab to indicate these complementary packs.
Alternatives :
Alternative packs are replacement packs for the pack that you are working with. Use this tab to indicate these replacement packs.
Icons:
Product icons are small images that you can show next to a pack to allow your sales reps to quickly see some characteristics of the pack. Use this tab to link icons to the pack that you are working with. See this article on how to create new icons to use.