Packages can bundle your products and potentially hide the components to either make the selling for your Sales reps and customers easier or allow a special pricing structure. You could sell packages at a higher or lower price than the individual items just as needed. To build a package select the record type Packet at AdSpec level.
The easiest to create packages is to use the package manager.
Content
Other package settings
To change how your packages appear on your pdf documents please make sure to set or unset the following fields:
1. PDF
| Feature | Field | Comment |
|---|---|---|
Show Package Components | CI.ADvendio_ShowPacketComponentsOnQuote_c | Please check the field ADvendio_ShowPacketComponentsOnQuote_c in your Campaign Item. |
Display the External name | AdSpec.ADvendio_UseExternalNameOnPDF_c | Check the box AdSpec.ADvendio_UseExternalNameOnPDF_c. (See screenshot above) |
Always hide individual fields in package components only | - | Navigate to the Quote Settings and check "Hide Package Component Details" and fill out the list of fields in "Hide Package Component Fields". More information here: 7.5.1 Configure your Proposal Layout. |
2. How to define Package-ONLY- Ad Prices
You can create adPrices which are only allowed to be used within a package and be sold as a component.
Check the field: AdPrice.ADvendio_PacketComponentOnly_c to make sure that this Ad Price can only be sold in a package.