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Adding or Editing Packing Materials
Adding or Editing Packing Materials
Kayla Bergenske avatar
Written by Kayla Bergenske
Updated this week

NOTE: Only admins have the permissions to be able to add and edit packing materials.

To open up the "Packing Materials Management" page you will go to:
Manage > Estimate Settings > Packing Materials (as seen below).

When in the "Packing Materials Management" page you are able to add additional packing materials by clicking on the blue "New Packing Material" (RED) button at the top right of your screen.

  • Show In Portal (ORANGE): This check box will give you the option to allow your customers to see the Packing Materials you sell, along with the cost of each when in the Customer Portal.

  • Name (YELLOW): The name of the packing material being added/ updated.

  • Price (GREEN): The price for each packing material.

  • Flat Price Pack & Unpack (PURPLE): This would be the price in dollars to pack and unpack the materials for Step 4 of the Estimate.

  • Pack Time & Unpack Time (PINK): This would be the time in minutes it would take to pack and unpack each of the materials. This is the used for the Hourly Packing Fee on Step 4 of the Estimate.

  • Default & Default Quantity (LIGHT BLUE): The default checkbox allows you to default a material to always be added to an estimate and the quantity would be the number of that material that is defaulted.

  • Actions - Update & Delete (DARK BLUE): If you edit any of the fields you will need to click "Update" for that row to update and if you would like to delete any of the packing materials select "Delete" under Actions.

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