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Sales - Packaging

The objective of this article is to guide team members on how to create packages of products for sales in the Trak system. This process is essential for grouping products together to offer packages to potential customers.

 

Key Steps

  1. Access Package Section: Log in to the Trak system and navigate to the package section.
  2. Add New Package:
    • Click on the option to add a new package.
    • Enter the package name (e.g., Radio Package) and a brief description for the sales team.
  3. Add Products:
    • Select the products that will be included in the package.
    • Specify the details of each product, such as interactions, hospitality, etc.
  4. Select Seasons and Quantities:
    • Determine the number of packages to be sold for each season.
    • Set any discounts or special offers for buying multiple products together.
  5. Complete Package:
    • Review the package details, including the number of products and the package rate.
    • Save the package to make it available for sale.
  6. Finalize Deal:
    • Check the package availability in deals with potential customers.
    • Add the package to a deal by clicking on the subscribe deals button.

Cautionary Notes

  • Double-check the package details before finalizing to avoid errors in pricing or product selection.
  • Ensure that the package rates and discounts are accurately calculated to avoid confusion with customers.

Tips for Efficiency

  • Use clear and descriptive names for packages to make it easier for the sales team to identify and promote them.
  • Regularly review and update the packages based on customer feedback and sales performance to optimize offerings.
By following these steps, team members can effectively create sales and packages in the Trak system to streamline the sales process and attract more customers.