Set up a Sales Package
Sales packages help make creating orders a quicker process for your sales reps and give you flexibility over how your line items are presented to the customer. To create packages, navigate to Settings > Sales > Packages. To access this page, you need the User Permission ‘Packages.’ On this page, you can create new, and edit existing sales packages.
To create a new package, click on the Add Package icon. In the Add Package popup, you are required to enter a name for your new package and can add a description.
You can also choose how to display the line item details for the package on your contracts.
If you choose ‘no’ for this setting, then the contract will list all the package contents in a summary list and will not display any of the details of the individual line items.
If you do not want to display line item details on the contracts, then you also have the option to ‘Display Line Item Summary on Contract as Bullet List,’ rather than a string of names.
Yes (with pricing) means the contract will display the individual line item details of the packages and will include the price information for each item.
Yes (without pricing) means the contract will show individual line item details of the package contents but will only show a total price for the entire package, and you will not see the prices of the individual line items.
Note
The display settings for your package will override those set on the Package element on your contract templates. The Package contract element displays data for multiple types of groups, not just packages, so you may see different formats on your contracts depending on the package and element settings. For example, here is a contract that has both a display group and a package. Both tables are utilizing the same contract Package element, which is set to show line items in a ‘Bullet List w/o Line Item Details w/Group Pricing.’ You can see this format on the display group table. The package, however, is set to show line item details on the contract with pricing, which has overridden the contract Package element’s display settings.
When adding or editing a package, you can also choose if you want to 'Invoice Package Items Together'. If left unchecked, the line items will be invoiced individually and will go through the regular invoicing process. If checked, the line items on the package cannot be invoiced individually and the invoice for the package will need to be created on the Create Group Invoice page. For more information about group invoicing, click here.
Click ‘add’ to create your new package.
Once a package is created, it will be listed in the table, with any package contents and notes, as well as pricing and other package settings. You can always edit the package settings by using the ellipsis icon and clicking the ‘Edit Package’ action.
To add line items to your package, use the ellipsis icon and click ‘Edit Package Contents.’ On the Package Contents page, you can add, edit, and delete the line items that make up the contents of your package.
At the top of the page, you will see the various add line item actions. Depending on which type of item you are adding, the popup will require you to enter different information.
Ad Items: In the ad item popup, you will be required to enter a name for the item, as well as choose the rate card, ad size, and frequency. If a print rate card is chosen, you will also be required to select a color. There are also options to select a placement and position/channel, as well as enter a description.
Impression Items: For impression items, you simply need to choose the impression product, and enter the number of impressions. Depending on your system configurations, you may be required to select a rate card for the product as well. If not required based on your system configurations, this will be an optional field.
Slot Items: Like impression items, for the slot item popup, you only need to choose the slot product and the quantity.
Targeted Display Items: For this product type, you will at least be required to choose the product. Depending on your system configurations, selecting a rate card may also be required.
Reserved Items: Choose the product and set the number of units. If your system configurations require a rate card, you will need to select one here as well. If not, the rate card field will be optional.
Service Items: For service items, choose the service item and a default quantity. You also have the choice of entering a description for the item.
Event Items: For event items, you will need to choose the type – either Ticket or Booth – and the quantity. You can also choose to enter a description here if you wish.
After a line item has been added to the package contents, you can use the ellipsis icon on the item to edit its settings, disable, or delete it from the package.
When adding a package to an order, any of the information entered on the line items on the Package Contents page will be automatically filled in for the sales reps. For example, if the package contains an impression product set at 5,000 impressions, then the rep will have the product and quantity fields pre-populated for the package and will just need to enter any additional information such as publication and run dates.
Updated 8/7/2025