Reorganize Package Items
As an Administrator of your Organization’s Passare instance, you may want to set a default order for items within a package, so that they appear in that order on the Goods and Services page and on the Statement of Funeral Goods and Services (SFG).
How do Admins define the order they want Price List items to appear in
within a package?
Within a Price List package, Admins can reorganize the items by clicking and dragging the icon that looks like an arrow pointing both up and down.
To reorganize packages:
- Click “Admin” then select “Price List”
- Click the name of the package you want to edit
- Click and hold the Reorganizing Icon to the left of the item name
- Use your mouse or track pad to drag the selected item into the position you want it to appear in on the Goods and Services Page and on the SFG
- Click Save
Items will now appear in this order on all contracts, invoices, and on the Goods and Services Page in every Case you create from now on. Making this change will not re-order package items in existing Cases.
Who do I call if I have questions?
Contact firstname.lastname@example.org with any questions about this feature, or call the toll-free support number: 1-800-692-5111.