How to add a package to a work order, invoice, or quote in Books?

TB Books · orders · Last updated November 10, 2026 · Version 1

This process works in apps: TB Books, TB POS

This article will teach you how to drop a package deal on a document in Books or POS and still edit each item’s quantity and price.

Once a package exists under Inventory & Services → Packages in Books, or Lookup → Packages in POS, you add it from the same line search you use for products. The document adds a package header line and then lists every item in the deal indented underneath it, labeled "Included in" the package code. The indented lines are normal document lines: you can change quantity, price, or description on any of them, and inventory and accounting post exactly as they would for items added one at a time.

Steps

• Open the work order, invoice, or quote you are building. In POS this is the work order line search.
• Type the package code (for example OLF). Matching packages appear under Packages. In Books, click the boxes icon on the line search to list every package. In POS, the search box reads Brand, model, size, description, part number, or package.
• Click the package to add it. The deal drops in as a header line with its items indented beneath.
• Edit any indented line normally — change the quantity, the price, or the description for this ticket.
• Delete an indented line to drop just that item, or delete the package header line to remove the whole bundle at once.
• Save or finalize the document as usual and confirm the totals.

Conclusion & best practices

Edits you make on a document never change the saved package — update the package in Inventory & Services when the recipe itself changes. The package header carries no price of its own; the money is on the indented item lines, so the printed invoice or work order shows the customer what they actually received. Add the same package twice when a job needs two of them (for example two oil changes on one ticket) — each group stays separate.