How to create/edit contract packages in Zuper?

A contract package can group and assign more than one service to a customer on a contract.

To create a contract package, please follow the below instructions.

1. First, log in to Zuper with an admin account.
2. Scroll down the menu bar on the left and select the "Settings" icon.
3. Under the "Configuration Settings" category, select "Contracts."
   

4. On the "Contracts" page, select "Contract Packages" and click on the "New Contract Packages" button.

5. Enter a prefix for the contract package in the "Package Prefix" field. 

6. Enter the name of the contract package in the "Package Name" field.

7. Enter the Description of the package in the "Description" field.

8. Enter the number of months in the "Package Term" field.

9. Select the invoice template from the "Invoice Template" dropdown.

10. Click on add (+) in the services section. Next, select required services from the list by entering the number of units and clicking on add (+) next to the service.

Note: You can click on the "Create New Customer Service" hyperlink to create a new service and add it 

11. Now click on "Save Package."

12. Similarly, remove or edit a "Contract Packages" and click on "Delete / Edit Package" under the action column. 

 

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