You can create installation packages that appear as options when a customer add tires or wheels to a cart or quote. Thus, they can request the installation of their tires/wheels, as wheel as other services you may offer.
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- The Optional check box determines whether an add-on is optional or required. By default, any add-on you create will be “Optional.” If you wish for it to be a required part of the package, remove the check mark from this box.
- The Name field is what will display to customers for that add-on. It can be defined as either a "pre-loaded" service or you can create a custom item.
The Cost is the amount that add-on contributes to the subtotal
Applies can be set to “Per Item,” meaning that cost is applied per tire, or it can be set to “Per Quote,” meaning that line item does not depend on the number of tires purchased.
The Tax check box is used to determine whether state and local tax can be applied to that line item.
Add-ons can be deleted by clicking the red Delete button on the right.
6. Remember to Save.
Other Considerations:
If you have more than one package set up for a single type of tire, you may use the Default dropdown list to choose which package to select by default for the customer. (They will be able to choose what they want, this just sets the initial choice for them.)
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