Add Packages for Packages Estimates

Modified on Mon, 10 Feb at 10:28 AM

Create predefined list of packages to add existing packages to the Estimates easily. Also, set the Package Tax automatically to the Estimate.


1. Login to your Markate account.

2. Hover over Sales

3. Click Estimates

4. Click Packages from left panel



5. It will navigate to New Package page where you can add Package details

6. Add Package Name, Description, Price, Tax, Discount, package image or a badge.

7. Click Save

8. The Package will be added to the Package list.



9. Go to Estimates > Packages Estimate




10. On 'Submit Packages Estimate' page, add the Package under 'Package' section. 

11. Now, when you add this Package with Tax% while adding a new Packages Estimate, the tax% will set automatically.





How to Add a New Tax to bring it to the dropdown list?

1. For adding new Tax, Click Settings



2. Under Settings, click Tax Rates > Click +New Rate



3. It will navigate to New Tax Rate page

4. Enter Tax Name, Rate %

5. Mark 'Set Tax as Default' if you want to set this Tax as Default whenever an Estimate, Invoice, Work Order or a Credit Note is added.

6. Click Save




Here is a video showing how to do this.

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