Create an Interior Bundle with a Wash Service


Use these steps to create an interior product bundled with a wash service.

  1. Log In to Patheon Portal
  2. Select Configuration.
  3. Select Products. The products panel opens. 
  4. Select add product. The product details panel opens. 
  5. In Product Name*, enter a name for the product, such as Int. Vac & Good Wash.
  6. In Product Type*, select Interior.
  7. In Services included*, select add services. The add services panel opens. Note: A service must already be created before you can complete this step; see Create a Wash Service for related information.
  8. Select the service(s) to add, for example, Interior Vacuum.

  1. Select save. The product details panel opens.
  2. Navigate to the bundled items section.
  3. Select add () next to the wash you want to bundle the interior product with, such as Good Wash.
  4. Navigate to the sales tax section.
  5. In Apply Tax Code(s)*, select Yes.
  6. From the Tax Codes list, select add () next to the the appropriate tax code, such as Car Detailing Services. Note: Don't select tax codes for both the wash and the detail. The wash tax settings are already configured.
  7. In Percentage of Taxes*, enter 100.
  8. Navigate to the pricing & tax section.
  9. In Tax Inclusive Price*, select Yes.
  10. In Open Price*, select No or Yes. Note: Select No if the product should be a flat price. Select Yes if the product should have a minimum and maximum price.
  11. If Open Price* is set to No, in Price (USD)*, enter the price of the product, such as 5 for $5 USD.
  12. If Open Price* is set to Yes, in Min. Price (USD)*, enter the minimum price, such as 3 for $3 USD.
  13. If Open Price* is set to Yes, in Max. Price (USD)*, enter the maximum price, such as 10 for $10 USD.
  14. In Profit Center 1*, select Interior Cleaning.
  15. Select save. The Product Added dialog opens.

  1. Select activate at sites. The activated sites panel opens.
  2. Select desired sites.
  3. Select save. The Are you sure? dialog opens.

  1. Select save. The product details panel opens.