To quote packing costs for a customer, you can charge either
By the container
When quoting by the container, you charge by the box, and each box type has a different charge (for example, packing a book box would have a different cost than packing a box of dishes).
Quote packing by the container
Before you start a packing quote by the container, it is recommended that you first complete an inventory for the move. This will help you create a faster, more accurate quote. However, you can still complete this process without completing an inventory.
Open an opportunity and click the Estimate tab.
In the Charges section, click Add Charge.
Click Packing, then select By Container.
Click Manage Job Materials to add packing materials.
In the Packing/Unpacking column, enter the quantity of each material that you will box/unbox for the customer.
If you've completed an inventory for the move, click the Sync dropdown and select Sync inventory > Yes, proceed. This will automatically sync the packing materials with the number listed in the move inventory.
In the Materials column, enter the quantity of each material you're providing to the customer.
If you've completed an inventory for the move, click the Sync dropdown and select Sync packing > Yes, proceed. This will automatically sync the packing materials needed with the number listed in the Packing column so the materials are charged separately from the labor.
Click Save Changes and Update Charges, then click the x in the right corner of the popup.
Enter the number of trucks, packers, hourly rate, and minimum time required for the packing job. The estimated time will update automatically based on the data entered in the job materials.
Click Save Changes and Update Charges, then click the x in the right corner of the popup.
Add any applicable discounts.
Click Add New.
You'll see the packing labor and materials listed as separate charges.
