How to Create and Edit Package Types and Service Levels

When you are done with this article you can return back to the, "How to Set Up Contact Details, Service Levels, Package Types, Sales Tax and App Options" article by clicking here


To Jump to a Section in this article, click on a link below:

How to Create Service Levels

How to Delete Service Levels

How to Change the Service Level Dropdown Order

How to Create Package Types

How to Delete Package Types

How to Change the Package Type Dropdown Order

Instructions

Once you have logged into the IDS 2 Dispatch PC Client as a user with Admin Privileges.

  1. Click on the Admin Tab
  2. Once in the Admin Screen, you will be working in the Service Levels/Package Types section

How to Create Service Levels

  1. To Create a new Service Level, click the "New" button in the "Manage Service Levels' Section.
  2. Then type in your new service level here:
  3. Then click "Save".
  4. Your new Service Level will now appear at the bottom of your list of Service Levels.

Back to the Top of this Article

How To Delete Service Levels

  1. To delete a Service Level, select the unwanted Service Level in the "Manage Service Levels" Section
  2.  Then click the "Delete" button.
  3. Then click "Yes" in the pop up.
  4. The Service Level will be removed.

Back to the Top of this Article

How to Change the Service Level Dropdown Order

  1. To change the order of a Service Level in the Service Level dropdown, click the service level you want to move so its highlighted.
  2. Then click the "Up" or "Down" button to move the highlighted Service Level up or down.

Back to the Top of this Article

How to Create Package Types

  1. To Create a new Package Type, click the "New" button in the "Manage Package Types' Section
  2. Then type in your new Package Type here:
  3. Then click "Save"
  4. Your new Package Type will now appear at the bottom of your list of Package Type.

Back to the Top of this Article

How To Delete Package Types

  1. To delete a Package Type, select the unwanted Package Type in the "Manage Package Types" Section
  2.  Then click the "Delete" button.
  3. Then click "Yes" in the pop up
  4. The Package Type will be removed.

Back to the Top of this Article

How to Change the Package Types Dropdown Order

  1. To change the order of a Package Types in the Package Type dropdown, click the Package Type you want to move so its highlighted.
  2. Then click the "Up" or "Down" button to move the highlighted Package Type up or down.

Back to the Top of this Article

When you are done with this article you can return back to the, "How to Set Up Contact Details, Service Levels, Package Types, Sales Tax and App Options" article by clicking here