Page Comparison

To add a new marketing package:

• Select Marketing Packages (top left)

• Click Add
  This action clears the right side of the screen, ready to add a new marketing package, see table below

  

To edit an existing marketing package:

• Select the package on the left

• Make changes on the right

• Click Save

The following settings are available:

Code

Ignore this field - when adding a new package, the code will be automatically added when the package is saved

Name

A name for the package, e.g. Standard package 1

This will be seen in the list of packages to pick from

Description

A more detailed description of the package

For info on this screen only

Items

Click Add then select the marketing expense items that this package consists of

Items offered are those set up in the Marketing Expenses screen (see previous section)

Once added, the order of the items can be changed:
hover over the item, a double-headed arrow icon is displayed, click and drag the icon to order the items as required

Items can be deleted:
select the item on the right and press delete on your keyboard

Offices

If the package is only to be used by specific offices, click Select and choose the relevant offices

If the package is to be used by all offices, leave blank