Set up a package

This page describes the new Package Management screen. Its Dev release check is still pending.

Open Inventory → Package Management and choose New Package.

1. Enter a name and package tag.
2. Choose the output channel and its destination, if needed.
3. Add each stock item and the quantity used for one letter.
4. Choose any signature or content profile, then save.

You can also set file names, CSV grouping and email requirements. Saving changes only the package setup. It does not send, print or transfer anything.

Use Edit to change a package. Clear Is Active to archive it; use Show Archived to find it again. Remove active workflow links before archiving. Packages with workflow or production history cannot be deleted.

If a save conflicts with another change, reload the package and review it again. Your account needs access to the organization and permission to change packages.