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Using Packages draws on an Admins knowledge of SDCs. For this reason, if an Admin is not comfortable with SDCs, it is recommended to first watch the SDC video series.
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Packages will load by default with all of the Packages displayed in a single view. The Customer can select one of the Types to limit the number of Packages that are displayed. Packages will be grouped by their Type when loaded. Click any of the links in the left-hand column to see only the Packages of that Type. At the top of the grid, the Customer can see what Type is selected, in the below example "New Hire" is the Package type selected. To see all the Packages again, click the "breadcrumb" trail link that says "Packages" in the upper left corner.
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All of the Packages might not be available for all Locations. Any Package with Location Permissions set, will not be initially shown. The User can open the location picker to select their current location to view all Packages available to that location. If you have a Coordinator Role, the owner's Billing Group could also affect availability. On the Package that is desired click the button. When the Package loads, click the
button. This will add the Package to the Cart. Now a Customer can select any additional Services, Equipment, Packages or check out in the Cart to submit the Request.
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Adding a Package to a new or existing Request
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