IDI version 26.8 is now available.  Click here for details: IDI Updates.

Adding/Editing Packages

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To create a new package:

  • Click Applications > Product Management > Product Catalog. The Product Catalog window is displayed.

  • Open the folder you want the package to be in.

  • Right-click in the top right-hand pane of the Product Catalog window and select New > Package. This displays the New Package window.

    Note

    To Edit an existing package, in the product list, select the package you would like to modify and right-click. If you only have permissions to view, but not edit, the right-click menu does not change. The Edit/View option is still displayed, but the Save button is disabled.

    In either case, the Add/Edit Package form is displayed.

    UG template for Help

  • Enter package details on the:

  • Click Save to add the new package.

See also:

Adding an Existing Product to a Package

Adding a New Product, Pricing Plan or Discount to a Package

Adding a Sub-package to a Package

Disconnecting a Feature

Deleting PackagesThe Attributes, Notes, Taxes, Availability, and General Ledger tabs are the same as for Products.