Version: 1.0.0
Audience: Administrator

Suite App Installation

eXtendTech will install the eXtendPack suite app in your account.

Setup Configuration

Please refer to this article for details regarding eXtendPack setup configuration - eXtendPack Setup Configuration

Workflow Configuration

  • eXtendPack Auto Package[B] {customworkflow_extend_pack_auto_package} - This workflow will auto-generate package information based on the UNITS PER PACK specified on the line items. We recommend creating a clone of this workflow and use it for auto-generating package information.
  • eXtendPack Ship Via ShipEngine[B] {customworkflow_extend_pack_ship_engine} - This workflow will add a button to ship order with Ship-Engine. We recommend creating a clone of this workflow and use it for adding a button to ship orders with Ship-Engine.

Form Configuration

  • Item Fulfillment - Make sure to configure item fulfillment forms to show following fields -
    • eXtendPack Button Inline HTML {custbody_extend_pack_btn_inline_html} - This field will add a button for showing eXtendPack modal using which you can specify package details for the line items.
    • Units Per Pack {custcol_extend_pack_units_per_pack} - This field will show the units per pack specified on item record under field eXtendPack Units Per Pack {custitem_extend_pack_units_per_packyou can also specify this value on transaction level. Value specified on this field will be used for generating package details automatically.
  • Item Record - Make sure to configure item forms to show following fields - 
    • eXtendPack Units Per Pack {custitem_extend_pack_units_per_pack} - Value specified under this field will be sourced on transaction lines under field Units Per Pack {custcol_extend_pack_units_per_pack}.

Using eXtendPack

Please refer to this article for details regarding using eXtendPack bundle - Using eXtendPack