Skip to main content
Sign in Menu

How to Create and Manage Packages

  • Updated

In the Firstbase Platform, IT Admins can create Packages to assign equipment options for employees. Packages allow you to standardize what items employees can order during onboarding, ensuring they receive what they need without manual back-and-forth.

 

What is a Package?

A Package is a pre-configured list of items (e.g., laptops, monitors, headphones) that employees can order when they are onboarded. Packages can be tailored to specific roles, like “Marketing” or “Intern/Assistant,” to simplify the ordering process.

Examples:

  • Marketing Package: Includes 3 laptop options, 2 monitor options, 1 keyboard, and 3 headphone options.
  • Intern/Assistant Package: Includes 2 laptop options and 1 headphone.

Automated Packages: If you don’t want employees to choose between options, you can create an Automated package. This will place an order automatically for the assigned employee without them selecting items.

 

Steps to Create a New Package

  1. Log in to the Firstbase Platform.

  2. Go to Menu > Product Catalog > Packages.

  3. Click “New Package” in the top-right corner.

     4. A window will pop up where you’ll enter the following information:

  • Package Name: A descriptive name for the package (e.g., “Marketing Team” or “Intern Equipment”).
  • Notes: Add helpful reminders for employees, such as: “Don’t forget to include a monitor.

    5. Enable the following options if needed:

Make an Automatic Order: Automatically place an order for employees assigned to this package without allowing them to choose items.

Requires Admin Approval: Orders from this package require an Admin to approve before being submitted.

     6. Click Save to finalize the package.

Adding Products to Your Package

After creating your package, you will see a menu on the left with all available categories. Follow these steps to configure your package:

  1. Select Items for the Package
    Browse the categories and choose the items you want to include in the package. These will be the options available for the employee to select during their order.

  2. Set an Item Limit (Optional)
    You can specify a limit on how many of a particular item an employee can order.

    • Example: If you add 5 computer options to the package, you can configure the option:
      • How many computers can a person order?
      • Set the limit to 1.
        This will allow the employee to choose only 1 computer from the package options.

  3. Require an Item to Be Selected (Optional)
    You can enable the "Require a computer to be selected" option to make selecting an item mandatory.

    • When this option is enabled, employees must select an item from the specified category before they can submit their order.
    • This ensures that the item is not optional, and employees cannot complete the order process without including it.

 

Managing Packages

View and Edit Existing Packages

  1. Go to Menu > Product Catalog > Packages.

  2. You’ll see a table with the following columns for each package:

    • Name
    • # Orders
    • # Items Deployed
    • # Assigned Users
    • Options

  3. To view or edit a package, click on the Package Name.

    • From here, you can:
      • Review package details (name, items included, and notes).
      • Edit the package configuration.
      • Archive a package if it’s no longer in use.

Assigning and Managing Packages for Employees

How to See Who Has a Package Assigned

  1. Go to Menu > People and Offices > People.

  2. In the table, you’ll see columns such as:

    • Name
    • Access
    • Packages
    • Status

  3. Use the filter options to search for a specific package and see which employees have it assigned.

 

How to Edit the Package Assigned to an Employee

  1. Go to Menu > People and Offices > People.
  2. Click on the employee whose package you want to modify.
  3. In the Profile section (bottom-right), you can update or change the package assigned to them.

 

How to Track Package Usage

In the Packages section, you can quickly see how many employees have each package assigned, along with relevant details like orders placed and items deployed.

By creating and managing Packages in Firstbase, you streamline equipment distribution for your workforce, ensuring employees get exactly what they need to work efficiently—whether through custom packages or automated orders.

FAQ: Why Can’t My Employee See Equipment to Order Within Their Package?

If an employee doesn’t see any equipment available to order, there could be several reasons:

  1. Package Assignment:
    Verify that the package is correctly assigned to the employee in their profile. For detailed steps, refer to the earlier section titled "How to See Who Has a Package Assigned."

  2. The Package is Empty:
    Ensure the package assigned to the employee has items configured. For detailed steps, refer to the earlier section titled “Steps to Create a New Package” to verify the configuration.

  3. Region-Specific Issues:
    Some items in the package may not be available in the employee’s region. If pricing is missing for a given product in a specific region via the catalog, check the standard catalog to add it. You can consult our Help Center article for guidance. For custom devices not in the standard catalog, contact your CSM.

  4. Quantity Limit:
    The user may already have an item (e.g., a computer) assigned to them, and the package is set to allow only one computer. Review the settings and item limits for the package to confirm. For detailed steps, refer to the earlier section titled "Adding Products to your Package" (2. Set an Item limit"). 



For further assistance, reach out to Firstbase Support.

Related articles

Powered by Zendesk