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Creating Packages

How to create Packages

A
Written by Ashok P
Updated over 3 weeks ago

You can create a package from multiple interfaces in SI.

Package Explorer

There are two ways that you can add packages to your catalog within the Package Explorer.

New Button

You can add packages "from scratch" via the New button. You can create a package, allowance, bundled cable, and solution. - all of which are types of "packages" in SI.

new dropdown.jpg

Clone Button

You can copy an existing package to create a new package via the Clone feature.

clone.jpg

Product Explorer

You can select products in the Product Explorer and use the Add Items To button to add them to a package, allowance, or bundled cable.

add to new.jpg

Labor Explorer

You can select labor items in the Product Explorer and use the Add Items To button to add them to a package or allowance.

add to new labor.jpg

Project Editor

You can create packages within the Project Editor by selecting items and using the Add Selected Items To feature. The packages will be project-specific unless you use the Update to Catalog feature.

add selected items to.jpg
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