*You must have Internal User Permissions to access this feature!
Added packages appear in the Package Dropdown box in 'Work Orders' when you add a work order to your customer records.
Packages also track commission and (when driven by PHP code), will appear on your order form as well.
1. From your FastGem homescreen, go to Resources>Packages on the menu bar. (Do not click on any extensions of 'Packages'. Click Directly on 'Packages'.) (Depending on your instance customization, the "Packages" menu item may be in a different place for you.)
2. From the 'Packages' page, click on the 'Add new item' Icon as shown below.
3. The way you enter package data here will carry over onto your order form. The 'Label' field should contain the name of the package (e.g. AT&T Entertainment). We recommend making each package label within your instance unique. The 'Description' field will appear on the order form inside of parenthesis, and should contain a brief description. The 'Cost' field should contain the cost of that particular package.
As an Example, we are adding the AT&T TV package, 'Entertainment', which comes with 65+ channels, and the cost of that package is $59.99/month. So, in the 'Label' field, we will put 'AT&T TV ENTERTAINMENT'. In the 'Description' field, we will type '65+ Channels', and in the 'Cost' field, we will type '59.99'. (No dollar sign will be needed, as FastGem autopopulates the currency symbol for you.)
In the dropdown box labeled 'Provider' we will select AT&T TV. (If you do not see the Provider you need, please contact a supervisor or FastGem support).
If your order forms are driven by PHP code and are already set up for the provider you are adding a package for, you can select 'Yes' in the 'Include on Form' dropdown box, if you'd like for this package to display on your order form as an option. If your order forms are driven by PHP code but are not yet set up for the applicable provider, select 'Yes' in the 'Include on Form' dropdown box and then see help article 'Adding New PHP Providers to Order Form' for instructions on how to add the provider to the form, if you'd like for this package to display on your order form. If your order form is not driven by PHP code, see hep article 'Adding Provider/Package to Order Form for Non PHP Forms' if you'd like for this package to display on your order form.
You can also set up flat fees for each rep or tech who sells/installs this package, or set holdbacks and a standard commission plan for this package by selecting 'Yes' in the 'Commission Based Package' dropdown. After selecting 'Yes' in the 'Commission Based Package' dropdown, you will also have the option to input expected Biz Pay (what your company is to expect from the Provider) for this package. You can always go back and edit these details later if you need to. (Please see help article "Editing Rep & Package Commission Details" for more information on adding commission plans for packages. Keep in mind that payplans and manually entered user/rep commissions override package commission configurations) .
4. Click 'Save' when you are finished. The package is now available amongst all of the packages. You can now assign this package to a work order.