Learn how to create and manage deals in PackWares CMS. Deals help you track sales opportunities from initial inquiry to final order.

Creating a New Deal

Step 1: Click on New Deal

Start by clicking the New Deal button to create a new deal.

Step 2: Enter Deal or Project Name

Type the name of the deal or project for easy identification.

Step 3: Select Customer Name

Select the customer from the dropdown. You need to ensure that the customer is already created, else no data will be shown here.

Step 4: Enter Quantity

Enter the required quantity for this deal (e.g., 15000).

Step 5: Add Remarks (Optional)

Type any remarks related to the project for future reference.

Box Specifications

Step 6: Select Design Type

Choose the box design type. You can customize these options in settings.

Step 7: Enter Dimensions

Enter the box dimensions (Length × Width × Height).

Step 8: View Calculated Output

The values are calculated based on the formula used (shown on the left side). You can also customize the formula.

Step 9: Select Unit of Measure

Choose the correct unit of measure. Default is mm.

Step 10: Select Dimension Type

Select the dimension type as per your process.

Step 11: Configure Additional Options

Select as per the requirement or go with the default value.

Material Selection

Step 12: Select Number of Ply

Choose the number of ply for the box (3-ply, 5-ply, etc.).

Step 13: Select Paper Grade

Select the paper grade. These are pre-filled and can be customized in settings.

Step 14: Select Flute Type

Choose the flute type (e.g., B-Flute). These are pre-filled and can be customized.

Step 15: Select Machine Type

Click on the machine type (e.g., Semi Auto).

Step 16: Enter Bursting Strength (Optional)

Enter the bursting strength if required.

Step 17: Review Board Specifications

All board specifications are calculated based on your inputs.

Saving the Deal

Step 18: Save Costing

Once you are done with all the entries, click Save Costing to save as draft.

Step 19: Return to List

Click Back to list to close this window.

Step 20: View Created Deal

Your new deal or project is created. You can view or edit this deal anytime.

What's Next?

After creating a deal, you can:

Request costing from your team
Generate quotations for the customer
Track deal progress through different stages
View deal history and activity

Deals Management