Your sales packages can be placed into groups and in folders. You can have as many groups and folders as you want.  When you have a lot of packages then it's useful to order them into groups so it's easy for the sales consultant to find the correct package when writing up a new agreement.

Possible groups could be things like 'Personal Training' or 'Membership Options'. With a folder 'Membership Month-Month',  'PIF Membership',  'PT 30 Mins' etc.

Setting up folders is simple - this is done from setup > sales > sales packages.
 

1. Adding New Folders

To create a new folder group click the Add A New Folder Group

 

This will create a new empty folder group. Click the edit pencil to name the group.

 

 

 

Now you are able to add package folders by clicking Add A New Package Folder To This Group.

 

 

 

This will create a new empty package folder. Click the edit pencil to name the folder.

 

 

You can then simply drag drop packages between groups and folders.  You can also drag and drop the folders to set their display order.  Packages can be dragged from the right side of the package.


 

 

 

 After any changes click the save changes button that will appear - changes are lost unless you click save.
 

 

 

 

If you click on the link 'Show me how these folders will look' then you can see how the folders will look when writing up an agreement,

2. Editing Folder Details

Click the edit pencil in the folder title bar and several options will open. You can change the folder name, folder color and decide if this folder shows when writing up an agreement. You can also delete empty folders from here.

Creating a folder for old packages is a good idea - make the folder not visible to the agreement process and then just drop your old packages in here and then keep the packages hidden.  Opening and closing the folder to see the packages is sticky - it will stay the same when you come back later.

 

3. How Folders Look When Writing Up Agreements

Folders show in the order you drag-drop defined in setup and reflect the folder colors that were setup.