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Suggestions & Advanced Packages Webinar - May 2020 — Transcript

by Flex Rental Solutions · 4,609 words · 623 segments · language en · Watch on YouTube

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  1. 0:05welcome everyone to this flex webinar
  2. 0:08they're continuing webinar series I am
  3. 0:11your host Marcus Merritt today we are
  4. 0:15gonna talk about suggestions and
  5. 0:17advanced packages and I wanted to speak
  6. 0:21really briefly about why I specifically
  7. 0:23wanted to cover this topic now part of
  8. 0:25that is because it's kind of a
  9. 0:26continuation or building on the previous
  10. 0:30topic of containers and packages but
  11. 0:35there's also another more specific thing
  12. 0:37so during these unprecedented times and
  13. 0:41during these struggles a industry
  14. 0:43advisor and leader Tom Stimpson with the
  15. 0:46Stimson group has been doing a webinar
  16. 0:48called the show will go on business
  17. 0:50survival series every week he's done it
  18. 0:53of eight or nine weeks so far I'm sure
  19. 0:55some of you are already taking part of
  20. 0:57this already listening in if not I
  21. 1:00highly advise that you do he has really
  22. 1:02great information it is free I've been
  23. 1:05trying to watch these two listened in on
  24. 1:07these both for advice on what I can do
  25. 1:10but also for advice on what I can then
  26. 1:12share with our customers at flex to kind
  27. 1:14of continue to help and there's a
  28. 1:17specific thing he has talked about in
  29. 1:19this that I'm hoping that this topic
  30. 1:22today will help people on specifically
  31. 1:24that he's spoken a bit about how as we
  32. 1:29start to get the industry coming back as
  33. 1:31events start to come up things will be
  34. 1:33still slow going it's not going to just
  35. 1:35be an on and off switch you know right
  36. 1:37away it's gonna be a slow where people
  37. 1:39are gonna not be and so companies are
  38. 1:41gonna need to be much more streamlined
  39. 1:44and efficient to help to make sure they
  40. 1:47continue to survive and so I want to
  41. 1:50talk about ways to build packages to
  42. 1:52help that efficiency to to simplify
  43. 1:56things that way in the way that kind of
  44. 1:57tom has explained in some of his his
  45. 2:00discussions on on being better to to you
  46. 2:04know show to quickly quote what you need
  47. 2:08to the customer and to pull and prep to
  48. 2:11that customer without having to do a lot
  49. 2:13of time and customization and things so
  50. 2:15that's specifically one of the things I
  51. 2:16want to make sure to cover today
  52. 2:18one of the great things for today just
  53. 2:20want to make sure is that everything we
  54. 2:22will talk about today I can cover in
  55. 2:24Flex 5 this is actually features that
  56. 2:26are very strong and robust in Flex 5 and
  57. 2:28even better than in Flex 4 so that's
  58. 2:30really great with that so the first
  59. 2:33thing we have to talk about is
  60. 2:34suggestions suggestions are very
  61. 2:36powerful tool to be able to control what
  62. 2:40happens with items and kind of options
  63. 2:43in them and but I'm going to talk to
  64. 2:45them specifically about advanced
  65. 2:47packages today but for suggestions we
  66. 2:50can go to our trop menu inventory and
  67. 2:54then our suggestion types okay
  68. 2:58so this is the list there's in a
  69. 3:01baseline system these four exist and
  70. 3:03I've added a few other in prep for this
  71. 3:05webinar today okay when we are working
  72. 3:09with suggestions there's three main
  73. 3:11settings we have to understand with each
  74. 3:14new suggestion type and I'm going to go
  75. 3:16ahead and make a new suggestion for
  76. 3:19example but first we just want to talk
  77. 3:21about these three main settings
  78. 3:24so the three main settings is required
  79. 3:28yes or no when multiple items are put
  80. 3:32into a suggestion they will create a
  81. 3:34pop-up window that will then say hey
  82. 3:37here's some items that are suggested if
  83. 3:39you say there you require yes on this
  84. 3:42suggestion type it says the person
  85. 3:45cannot go forward without selecting at
  86. 3:47least one item from this tab if you have
  87. 3:51a bunch of different items if let's say
  88. 3:53we use it on the idea of power cable and
  89. 3:56you have different lengths it doesn't
  90. 3:59say they have to pick the right thing
  91. 4:01they just can't skip it completely
  92. 4:03they've got to pick something okay
  93. 4:04that's all the thing - with required use
  94. 4:07it or not use it as you decide after
  95. 4:09that is included in price also just yes
  96. 4:13or no for this it's saying is this item
  97. 4:18when added part of the price of the
  98. 4:21initial item as in it's not going to add
  99. 4:24any additional cost to the customer and
  100. 4:26the additional price or is this item
  101. 4:30supposed to add additional cost okay
  102. 4:33this is in the idea of this an accessory
  103. 4:36is this for a a speaker and this is a
  104. 4:38mounting bracket that you don't charge
  105. 4:39the customer for there's just two or
  106. 4:41three different ways to mount it and so
  107. 4:43you want to put those options for
  108. 4:44yourself to choose but you charge the
  109. 4:46customer for the speaker not the
  110. 4:48mounting accessory or is this more like
  111. 4:52console and you want to say oh there's
  112. 4:55some options for these extra processing
  113. 4:58but if I add them the customer has to
  114. 5:00pay for those and that's kind of that
  115. 5:02important difference in them with that
  116. 5:06then our third setting is our
  117. 5:08Association type this is where we set
  118. 5:11where I'm going to either have it as add
  119. 5:13as a child or it's going to be
  120. 5:15underneath it indented and will collapse
  121. 5:17inside the the child structure as the
  122. 5:20next sibling so it'll just go underneath
  123. 5:23the item right next to it wherever you
  124. 5:25put that initial item or using the
  125. 5:29default sorting method and that's about
  126. 5:31what current drop mode you're in if
  127. 5:33you're currently on auto insert or add
  128. 5:36now if you're on insert or add it will
  129. 5:39act very similar to as add as an X if
  130. 5:42link it'll end up just right next to the
  131. 5:44item okay but if you're on use default
  132. 5:46sorting method and you're on auto and
  133. 5:49this item that you pulled in was in a
  134. 5:52category called audio but that other
  135. 5:54item was in a category called rigging
  136. 5:56they'll go into two separate subtotals
  137. 5:59okay and that may be what you want to
  138. 6:01use there are lots of times we do that
  139. 6:03so it's just important to understand
  140. 6:05what's going to happen now the thing I'm
  141. 6:08gonna actually add here really quick and
  142. 6:11you see at the bottom here is I have
  143. 6:13some generic suggestion types this one
  144. 6:16called contents no charge where I'm just
  145. 6:18describing hey it's going to be a child
  146. 6:20and it's included in price yes and this
  147. 6:23one says contents additional charge as a
  148. 6:25child included in price no okay I'm
  149. 6:29gonna add for this one I'm just gonna
  150. 6:30call sibling
  151. 6:32if Chenal cost okay so we're gonna say
  152. 6:36included in price no I'm going to not do
  153. 6:39required and I'm gonna say add as next
  154. 6:41simply
  155. 6:43I like to do this because sometimes when
  156. 6:47you having multiple suggestions on
  157. 6:50something you don't always want them to
  158. 6:52be separated into two or three different
  159. 6:54tabs okay you may just go there's only
  160. 6:57three items I'm okay if all of them live
  161. 6:59together and so by using these generic
  162. 7:01ones you don't have to create as many
  163. 7:03separate as yes tchen types okay so
  164. 7:06that's the one I'm going to create here
  165. 7:08but what I want to highlight here is at
  166. 7:10the top where I have this one that says
  167. 7:13speakers babo mixers babo just note this
  168. 7:16means build a breakout okay that's what
  169. 7:19I have this for build a breakout and so
  170. 7:21this is where I'm using the fourth
  171. 7:24setting that's a pseudo setting the name
  172. 7:27okay
  173. 7:28that is where we'll see all three of
  174. 7:31these have the same thing where they say
  175. 7:33required no included in price no add as
  176. 7:36next sibling okay all three of those
  177. 7:38settings are the same but because they
  178. 7:40have different names that's going to
  179. 7:42create multiple tabs in my suggestion
  180. 7:45pop up giving me somewhat of a multi
  181. 7:48chap checklist okay and I'm going to
  182. 7:51show how that works in our first package
  183. 7:54so that's the the key thing and it's
  184. 7:57important to understand that with those
  185. 7:59couple little tools you can accomplish a
  186. 8:01lot with suggestions suggestions can be
  187. 8:03quite powerful but you have to
  188. 8:06understand what do you want to
  189. 8:08accomplish with this item how do you
  190. 8:11want to present the information to your
  191. 8:12customer of what you're trying to quote
  192. 8:15to them okay
  193. 8:16so for that what I'm going to do in this
  194. 8:20is I'm going to share four different
  195. 8:23ways to do basically the same package
  196. 8:27using different settings within the
  197. 8:30suggestion types okay so we're gonna go
  198. 8:33to my quote here on the details and
  199. 8:36we're gonna start with this build a
  200. 8:39breakout real one then I call it here
  201. 8:41now when I open this up we've seen that
  202. 8:44I've actually made the long name called
  203. 8:46breakout room includes the following
  204. 8:48time this is a very common current
  205. 8:51method for people where this is more
  206. 8:54like I'm building a a
  207. 8:56checklist or a shopping list potential
  208. 8:59for my salesperson okay so for this I'm
  209. 9:03gonna go to the suggestions of which I
  210. 9:06can tension allele EFT this blank for
  211. 9:07now to build these suggestions on this
  212. 9:10one thing real quick gonna highlight is
  213. 9:12that this item is a virtual model okay
  214. 9:17virtual model meaning this isn't an
  215. 9:19actual thing that exists and it's going
  216. 9:22to be completely made up of suggestions
  217. 9:24because we don't have any contents we
  218. 9:26don't have the contents tab for it
  219. 9:28okay so it's completely about its
  220. 9:30suggestions so for this I'm actually
  221. 9:33just gonna do audio for this I'm gonna
  222. 9:35keep this really simple that's why the
  223. 9:36rest of my should just say breakout
  224. 9:37audio so for this I'm gonna go to my
  225. 9:40speakers and again I'm gonna keep this
  226. 9:43simple normally if I was building a
  227. 9:45checklist maybe I have two or three
  228. 9:46different kinds of speakers maybe I
  229. 9:48guess I could just show this I'm gonna
  230. 9:50say oh I'm gonna put the option for
  231. 9:52these VR X's and I'm gonna put the
  232. 9:55option for k eights in here as speakers
  233. 9:58and then I'm gonna go to consoles and
  234. 10:01I've got a console again if I was doing
  235. 10:05this on a real basis I would put two or
  236. 10:06three different consoles in here for
  237. 10:09some options for my sales guy I'm gonna
  238. 10:13put some microphone again normally I
  239. 10:16would have two or three maybe I also
  240. 10:17have a podium mic maybe I have a wired
  241. 10:19mic maybe different brands of wireless
  242. 10:20or different styles keeping this a
  243. 10:23little simple on purpose and then the
  244. 10:25one other thing I want to show is that
  245. 10:26you can also add Labor to suggestions
  246. 10:29okay so I'm gonna go to my labor and add
  247. 10:33a breakout room technician okay so now
  248. 10:36that I've added this and again I would
  249. 10:38have you know multiple things we are
  250. 10:39listed be a little longer in this I now
  251. 10:42need to classify where each of these go
  252. 10:45as a suggestion type okay um one key
  253. 10:48thing show is that in flex 5 I can
  254. 10:51select multiple and I can bulk edit them
  255. 10:54to say oh I want both of these to be in
  256. 10:58the speaker's build a breakout room
  257. 11:00setting hey don't want them to go into
  258. 11:03that tab I'm gonna do these ones the
  259. 11:05simple way because I only put one on
  260. 11:06tensional II I'm gonna put mixers
  261. 11:10I'm going to do mics and then I'm gonna
  262. 11:15put my breakout room under one I call it
  263. 11:17labor and the specific of this is on
  264. 11:19this one I said I want this to use
  265. 11:21default sorting method where's the rest
  266. 11:23of them are intentionally added as and
  267. 11:27so now that I have those in there I can
  268. 11:32go back to my quote and I can go ahead
  269. 11:35and quote this now I'm on auto here so
  270. 11:38by dragging this item it's gonna create
  271. 11:40an audio subtotal but you'll see my
  272. 11:43labor is gonna automatically go into a
  273. 11:45labor subtotal okay so I'm gonna go like
  274. 11:49I'm building one breakout room and in
  275. 11:52this on our our theoretical situation
  276. 11:54we're doing a room for up to a hundred
  277. 11:56people maybe they have 75 or 80 and I go
  278. 11:59oh well that could be done with two of
  279. 12:01these k eights and I'm gonna use one of
  280. 12:04this mixer I'm gonna give them two
  281. 12:07wireless microphones and we're gonna say
  282. 12:09that one day of one breakout room is
  283. 12:11technician is what is required for this
  284. 12:13example
  285. 12:15so we're after we've selected those
  286. 12:16we're going to go ahead and hit accept
  287. 12:17and let those file onto our list and so
  288. 12:23for this we'll see those went in here so
  289. 12:26now that we have this thing the breakout
  290. 12:29room includes the following and we have
  291. 12:32a list of our parts no yes I haven't put
  292. 12:33cable and other accessories that we
  293. 12:35would need keeping this simple just to
  294. 12:37explain the process on this and and each
  295. 12:40of these items have added their own it's
  296. 12:43in here hmmm so with this we would now
  297. 12:47have the ability so the customers gonna
  298. 12:49see a fairly basic hey breakout room
  299. 12:52includes the following I've got two
  300. 12:53powered speakers I've got one mixer I've
  301. 12:55got two mics we have some other
  302. 12:57accessories and we've got this one
  303. 12:59technician over here in a separate
  304. 13:00subtotal and we've got our grand total
  305. 13:02okay this is a very common way to do it
  306. 13:05the way we do it this way the key in
  307. 13:08this is this gives us a lot more
  308. 13:10customization options but it's less time
  309. 13:14efficient if we have again think of if
  310. 13:16every time I've got four speakers five
  311. 13:18mixers three different mic options I'm
  312. 13:21picking
  313. 13:22choosing every single time and we we
  314. 13:25feel like that customization is a value
  315. 13:28to the customer but the customer most of
  316. 13:30the time doesn't know what they want or
  317. 13:32need anyway that's why they're coming to
  318. 13:34you and so you can work towards just
  319. 13:37deciding what's the right thing and
  320. 13:39building your package to be more quick
  321. 13:41and automatic to save yourself time okay
  322. 13:44now there still is nothing wrong with
  323. 13:46doing this but on the instructions of
  324. 13:48time I'm giving I'm highly suggesting we
  325. 13:51look at kind of some of these other
  326. 13:52options of other ways to do it okay so
  327. 13:56in this and I'm actually going to change
  328. 13:58how I'm doing this so what I'm gonna do
  329. 14:01really quick now is I'm gonna go ahead
  330. 14:04and kick out a word for this to see how
  331. 14:06the customer would see this because I
  332. 14:09want to show the different looks of
  333. 14:12between these four different ways I'm
  334. 14:13going to do this hmm so we're gonna kick
  335. 14:15this out and see here again so we've
  336. 14:18seen hey one breakout room includes the
  337. 14:20following we've got our parts and pieces
  338. 14:22we've got our technician all comes to
  339. 14:24the same grand total okay so now we're
  340. 14:28gonna go back here and I'm gonna clear
  341. 14:31this we're gonna delete the lines and
  342. 14:37we're gonna show the second way to do it
  343. 14:40this is a way where I've pre decided
  344. 14:43that if they have a number that says is
  345. 14:45going to be up to 100 people okay
  346. 14:47somewhere in the 50 to 100 range people
  347. 14:49for audio I'm just gonna pre decide that
  348. 14:52I want two of those K eights one in that
  349. 14:541402 two microphones okay now
  350. 14:56occasionally go but I have these other
  351. 14:58speakers of these other microphones you
  352. 15:00can do those switches internally again
  353. 15:02for a lot of customers they don't know
  354. 15:04the difference okay
  355. 15:06you're just figuring the fastest easiest
  356. 15:08way to communicate what you want to do
  357. 15:10to them okay so what we're going to do
  358. 15:12this way is this one is where we still
  359. 15:15want the details but we're going to have
  360. 15:17it automatically do the package okay so
  361. 15:20in this um ear one note here this one
  362. 15:25now is called breakout room audio for up
  363. 15:28to a hundred attendees includes
  364. 15:30dot-dot-dot and it is still a virtual
  365. 15:34model
  366. 15:34it is still a hundred percent suggestion
  367. 15:36built what we're gonna do with it this
  368. 15:39time is we're gonna go to our
  369. 15:41suggestions and I've already added those
  370. 15:44same suggestions here but I haven't
  371. 15:46classified them yet what I'm going to do
  372. 15:48this time is I'm going to select all of
  373. 15:50them and bulk at it and I'm gonna both
  374. 15:54say I want these to all be auto included
  375. 15:57and I want them to all be that newest
  376. 16:00when I created my sibling additional
  377. 16:02cost okay we're gonna say update so
  378. 16:07they're all in one thing and they're all
  379. 16:09going to automatically include and what
  380. 16:11that just means is it's gonna get rid of
  381. 16:14the time of picking and choosing our
  382. 16:16list but otherwise it should land
  383. 16:19basically the same now in this one
  384. 16:22though technically the breakout room is
  385. 16:23going to be different there so let's do
  386. 16:26this I'm gonna actually change this I'm
  387. 16:28going to change this way back to the
  388. 16:29labor
  389. 16:30Bobbo but we're still going to leave
  390. 16:32them as auto included so here this will
  391. 16:34will actually look identical but my
  392. 16:36effort when I go to quote it I just pull
  393. 16:43it the items show up and I'm done okay
  394. 16:46so I free decided what my package is
  395. 16:49what my kit is and I've made it so the
  396. 16:51sales guy can just go grab it and drag
  397. 16:53it on now you say well but what if it's
  398. 16:55for a different thing my other option
  399. 16:57gave me the option to when I was a room
  400. 16:59for 250 say I needed four speakers or I
  401. 17:02needed six speakers well what you do for
  402. 17:05that is you pre build those other
  403. 17:06package levels so you have the one for a
  404. 17:09hundred the one for 200 or 250 the one
  405. 17:11for whatever kind of break points you
  406. 17:13want to have so again your sales person
  407. 17:15at that point just has to go oh that's
  408. 17:17what you want great grab the package
  409. 17:18drag it on there send the quote off
  410. 17:20you're done okay that's kind of the
  411. 17:22option there so we're gonna go ahead and
  412. 17:24print this report really quick to see
  413. 17:31our comparison and so we see again that
  414. 17:35other than I slightly changed the name
  415. 17:37where I was saying hey this is room we
  416. 17:39said this is audio for a hundred
  417. 17:41attendees because I pre decided whereas
  418. 17:43this one
  419. 17:44it was variable other than
  420. 17:46that nothing is changed on this it's
  421. 17:48basically the same information him now
  422. 17:52the next option in this that I want to
  423. 17:55talk about is instead by doing this as
  424. 17:58more of focusing on selling a service
  425. 18:00okay that's a thing that Tom talks about
  426. 18:03in his that you're selling a service and
  427. 18:06you can especially after these
  428. 18:08situations be able to tell customers
  429. 18:10this is one of the best times we will
  430. 18:12say hey we've had to adjust the way we
  431. 18:14do business and I don't show details
  432. 18:17anymore I'm selling a service I'm
  433. 18:18selling what I what I'm providing for
  434. 18:21you okay so for this we are gonna go to
  435. 18:24this breakout audio no details okay for
  436. 18:30this instead I've made this one it's
  437. 18:34still here now we've actually done this
  438. 18:36noticing includes we've changed it to
  439. 18:38say breakout room audio for up to a
  440. 18:40hundred attendees with up to two
  441. 18:43wireless microphones note on that that's
  442. 18:45again a thing that I got from Tom Tom
  443. 18:47really likes on that up to you know if
  444. 18:49you're even doing a just a full you know
  445. 18:51band thing you're saying oh you know are
  446. 18:53we gonna piay with up to eight mixes and
  447. 18:56you know up to blah blah dude you can
  448. 18:59use that to just help to say hey I don't
  449. 19:01care if you want six or five or four the
  450. 19:03package is up to eight it's up to eight
  451. 19:05mixes that's what we're providing for
  452. 19:07you okay so you can just decide I think
  453. 19:09generally the size of room should have
  454. 19:10two wireless microphones so I'm gonna
  455. 19:12say up to two wireless microphones if
  456. 19:14you say one go great that's included
  457. 19:15you're taking care of that's that's
  458. 19:17provided in the package mm so we have
  459. 19:21that there and when I've done on this
  460. 19:24one is I changed it to a virtual package
  461. 19:27so now we have the model contents mm now
  462. 19:34by the model contents that gives us this
  463. 19:37content tab now the one thing that's
  464. 19:40important to understand first is in the
  465. 19:42content tab we can't put labor or
  466. 19:45services in the contents tab so that
  467. 19:47labor position we still have to put as a
  468. 19:49suggestion that is set is auto included
  469. 19:52okay now this time I still want it to be
  470. 19:55contents no charge because it's part of
  471. 19:58my package that I'm selling as a serf
  472. 20:00okay that baseline ever now it's
  473. 20:02important to note that if for some
  474. 20:04reason their schedule is long and you
  475. 20:05need extra labor you put that out
  476. 20:07separate as oh this is overtime labor
  477. 20:09this is extra you know whatever you
  478. 20:11don't have to just suddenly eat overtime
  479. 20:14because you're sewing as a package
  480. 20:15you're just saying the baseline labor is
  481. 20:17part of the initial package and um the
  482. 20:20key thing is being this I I could put
  483. 20:24all of these items in his suggestions
  484. 20:26that say Auto include yes and contents
  485. 20:28no charge and they will show up on the
  486. 20:30quote identically the only difference is
  487. 20:33flex has an ability to look at this and
  488. 20:36try to calculate availability for you in
  489. 20:40suggestions it will never calculate that
  490. 20:42even when the items are set is ought to
  491. 20:44include yes and so that's the only
  492. 20:46difference in the thing you have to kind
  493. 20:47of consider maybe you want it to work
  494. 20:49that way maybe you don't and so in here
  495. 20:54we're gonna go back to quotes now we're
  496. 20:58gonna clear this way of doing it and now
  497. 21:07we're gonna go ahead and quote this guy
  498. 21:10and we'll see that we've got all the
  499. 21:13items on here again but when we go and
  500. 21:18print our report for our customer we'll
  501. 21:25see they get a very simple information
  502. 21:27of one line break out room audio for a
  503. 21:30hundred attendees up to two wireless
  504. 21:31microphones that's all they're getting
  505. 21:33okay you're selling a service that
  506. 21:35package thing what is taken care of
  507. 21:38doesn't really matter you've made a
  508. 21:40promise to them to make it work and to
  509. 21:42make it taken care of they've made a
  510. 21:44agreement to pay what you've asked for
  511. 21:46that package hmm now one important thing
  512. 21:51with this though is by doing it this way
  513. 21:55we've made it so that I put all the
  514. 21:59price in the actual package itself and
  515. 22:03all of the items are free okay we've
  516. 22:07just put the package up here okay this
  517. 22:11is more like our screen package that we
  518. 22:13showed
  519. 22:14where we decided that way okay it still
  520. 22:16can work we did the math ahead of time
  521. 22:18and it made it work where it's the same
  522. 22:21math it's the same cost it's just that
  523. 22:24we've decided to package everything
  524. 22:27there and track it as how many of these
  525. 22:29packages have we sold how many of this
  526. 22:31service have we sold that's where we're
  527. 22:33tracking our specific mana you know our
  528. 22:35bra revenue okay but maybe I therefore
  529. 22:38you want better tracking on how much
  530. 22:41you're making on separate items or
  531. 22:43you're worried about maybe taxing a lot
  532. 22:45of pieces in us you need to charge tax
  533. 22:47on the gear but not on the labor this is
  534. 22:50trying to get around this you're worried
  535. 22:52the IRS or you know some other tax
  536. 22:53agency is going to be more upset at that
  537. 22:56so I want to show a different way to do
  538. 22:58this but the money separated out for
  539. 23:01that and for that we have our fourth one
  540. 23:05here where we say that break out audio
  541. 23:08for a hundred price mute is what I
  542. 23:10called this and now if you had just
  543. 23:12decided how it was gonna work you
  544. 23:13wouldn't need to name it that way but I
  545. 23:15did that for my division here now on
  546. 23:18this we went back to being a virtual
  547. 23:20model so we're gonna be a hundred
  548. 23:21percent in the suggestions and and what
  549. 23:26we've done instead is we've set it to be
  550. 23:28Auto include but we've said their
  551. 23:31contents additional cost okay they're
  552. 23:34all contents they're all children but
  553. 23:38they're actually going to add their own
  554. 23:39cost okay so the pricing on this item is
  555. 23:43zero okay so we'll go back here to our
  556. 23:51original thing I'm gonna clear this one
  557. 23:53more time delete these lines
  558. 24:03we're gonna add this guy now again I've
  559. 24:05built this so this is Auto include so
  560. 24:07it's one drag-and-drop and it's taken
  561. 24:09care of okay so for this one we see we
  562. 24:14have the same price but each of these
  563. 24:16items here are adding their own price
  564. 24:19the key with this one is you have to be
  565. 24:22careful because if I run the report the
  566. 24:25same way here at this point I run this
  567. 24:28Flex default report it's going to say
  568. 24:35this package is zero dollars adding to a
  569. 24:38total of 935 and the customer is going
  570. 24:40to be very confused okay so we have to
  571. 24:43be careful for this we have to do one of
  572. 24:46two things we have to either go in and
  573. 24:49price mute this section so that we don't
  574. 24:53show them the line item details they
  575. 24:55don't see that the package itself is
  576. 24:56zero they just see that the subtotal is
  577. 24:59the total cost its then communicating
  578. 25:01the same information or the other thing
  579. 25:04we can do if we know we're gonna work
  580. 25:06this way we can pre decide to use a a
  581. 25:10report that doesn't print those details
  582. 25:13ever so you don't have to manually
  583. 25:15pricing it okay in every one system an
  584. 25:18example of that is this quote with
  585. 25:20subtotals look B I made this updated
  586. 25:23well flex quote with subtotals that I'm
  587. 25:25going to use so I don't have it price
  588. 25:27muted but I'm gonna go ahead and
  589. 25:28generate this report and we'll see here
  590. 25:33again that I've said breakout room audio
  591. 25:35for up to 100 attendees and then I've
  592. 25:37got no information here but they see
  593. 25:40that oh my audio for that is 935 okay so
  594. 25:44I'm still communicating or enclose this
  595. 25:47version of still communicating the same
  596. 25:49total is here they just don't see her
  597. 25:52that package they only see for the
  598. 25:53entire area am and so you just have to
  599. 25:57pick and choose between this what works
  600. 25:58best for helping you what works best to
  601. 26:01communicate this information um but it's
  602. 26:04definitely really good on that idea of
  603. 26:06selling the service communicating the
  604. 26:09core of what they're getting and then
  605. 26:11leaving the rest as a commitment of hey
  606. 26:13you're taken care of we'll take care of
  607. 26:15it that's why you're hiring us
  608. 26:17we are the professionals hey so now
  609. 26:19obviously this works with lots of other
  610. 26:22packages lots of other things it doesn't
  611. 26:24just about this you just have to kind of
  612. 26:25extrapolate that information out to your
  613. 26:28organization itself what you are doing
  614. 26:30whether it's you're providing for a
  615. 26:33bandage whether you're providing you
  616. 26:35know video all of those same things it's
  617. 26:37just about using the different settings
  618. 26:39within those suggestions to accomplish
  619. 26:42what you're trying to accomplish and
  620. 26:44that's why it's important to always
  621. 26:44remember think toward that end goal
  622. 26:46where are you trying to get to and then
  623. 26:48focus on

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