Applying Design Packages When Creating a Quote
Overview
Design Packages can be applied when creating a quote through the Logistics section.
This functionality is currently available only for the PCF tenant and is accessible for all roles when creating a quote.
Selecting a Design Package
To apply a Design Package:
Navigate to the Logistics section when creating a quote.
Locate the question: "Is a Permit required?"
Select an option from the dropdown:
Yes
No
After selecting either option, a second field will appear, allowing you to select the applicable Design Package.
Applying Discounts
The discount behavior depends on the selected permit option:
Selecting "No" for "Is a Permit required?"
The Design Package selection field will appear.
If the selected Design Package has a No Permit Discount configured, the discount will automatically be applied.
Selecting "Yes" for "Is a Permit required?"
The Design Package selection field will appear.
The No Permit Discount will not be applied.
Additional Fields
The following fields will be read-only:
Does this job require an engineer?
Does this job require a septic tank inspection?
These fields cannot be edited when applying a Design Package.