Manage Allowance Package Item Options

Follow these steps to manually add options for allowance package items. You can also import work items.

Add Allowance Package Item Options Manually

1. At the Allowance Package listing, click on the Allowance Package # to view the details.
2. Navigate to the Allowance Item section.
3. Click on the Allowance Item # or Description. This will redirect to the Allowance Package - Item Details form.
4. Scroll down to the Selection Options section.
5. Click the 'Add | Import Items' drop-down.
6. Click 'Add Manual'. This will refresh the screen.
7. By default, three option rows are shown but additional rows can be added using the 'Add New Line' link below the grid.
8. Enter one or more options.
   • Option #
   • Description
   • Manufacturer
   • Catalog #
   • UPC
   • Sell Rate (aka Customer's Rate)
   • Internal Cost Rate
   • Resource: M, L, E, S or O
9. Click the 'Save and Close' button.

Edit Allowance Package Item Option

1. At the Allowance Package listing, click on the Allowance Package # to view the details.
2. Navigate to the Allowance Item section.
3. Click on the Allowance Item # or Description. This will redirect to the Allowance Package - Item Details form.
4. Scroll down to the Selection Options section.
5. Click on the Option # or Description. This will redirect to the Allowance Package - Selection Item Details form.
6. Edit the item information as needed.
7. Click the 'Save' or 'Save and Close' button.