How to add a package deal in Books?

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

This process works in apps: TB Books, TB POS

This article will teach you how to build a package deal (a bundle such as an oil change) and drop that code onto a work order, invoice, or quote.

A package deal is a package: products and services you sell together. Tire Base already has this in TB Books and TB POS. Build it once — oil, a filter, and labor, for example — with a short code such as OLF. Each line points at a real product or service, so price, tax, and stock behave as if you added the items one by one. The package only appears when someone adds that code. It is not warehouse packaging (cartons and boxes). That is a different screen on the product.

Steps

• Open Inventory & Services and choose the Packages tab.
• Click Package. The window title is New Package.
• Enter a Package Code (the short code staff type on a ticket, for example OLF) and a Package Name (for example Oil Lube and Filter). Codes must be unique. Description is optional and is not printed on the ticket.
• Under Products in this package, search for a product or service, set the Qty, and click +. Repeat for every part, labor line, and fee in the deal.
• Change a quantity in the table, or remove a row, if you picked the wrong item.
• Click Create Package. The same package is listed in TB POS under Lookup → Packages. Hover the card and click the pencil to edit it later.
• On a work order, invoice, or quote, type the package code in the line search. Matching packages appear under Packages. You can also click the boxes icon on that row to list every package.
• Click the package. Its items drop in under the code, labeled Included in. Change quantity or price on this ticket. The saved package stays the same.

Conclusion & best practices

Keep codes short — staff type them on the ticket. Include the labor line so technician time is not forgotten. POS uses the same packages: Lookup → Packages, then Add to check-in, or type the code on the work order. See How to add a package deal in POS?. Warehouse cartons and boxes are product packaging, not a package deal. For a fee that should attach by itself when a tire is added, use an auto-add rule — see When should I use a package instead of an auto-add rule in Books?.