Creating an Item Kit

Creating an item kit involves adding the items that you want to group together. By doing so, you can pull all the items in a sales or purchase order as a unit, instead of adding the items separately.

Item kits can be created in two ways mentioned below:

Creating a new kit item

You can enter the information into the kit module and create a new item kit.

Entering an item kit

When creating an item kit, you'll begin by entering the basic kit details, such as the kit name, description, type, and cost. Once the basics are set, you can proceed to add items to the kit.

To create an item kit, go to Menu > Admin > Item > Kit

Kit Header Fields

Field	Description
Active Kit	Use this checkbox to mark the kit as "Active" or 'Inactive".
Sub Kit	Check this box if you are creating a sub-kit. If the kit is a sub-kit it can be used in other kits. Please note: You will have to delete the parent kit prior to deleting the sub-kit or remove the sub-kit from the parent kit before deleting.
Kit Name	This field allows you to enter a name for the kit item.
Description	Enter the description for the kit item.
Kit Item Type	This field prompts you to select the kit item type: “Notes” or “Non-Inventory”: For the “Notes” type Kit, you can simply create a Kit, without associating it with any parent Item. On the other hand, a Non-Inventory Kit will have the Kit Items packed under a Non-Inventory parent Item. If you select the "Non Inventory Item", you will be prompted to select the "Price Calculation" method from these 2 options: - Auto Calculate: If you select this option, the price of the kit will be equal to the sum of all items contained in the kit. - Fixed Price: On selecting this option, the "Fixed Price Method" option becomes active. You can utilize the item's price (choosing from Standard Cost, Standard Price, or any Custom Price) or opt for the "Use Specific Price" option to input a fixed price for the item.
Concatenate Kit Items in Description?	If this box is checked, when placing an order, the item description for the kit item, will be a combination of the description all the items within the kit.

Adding Items to the Kit

Once you've entered the header-level information for the kit, you'll proceed to add the items to the kit.

Click on "Add Item" in the Kit Details section and you will be redirected to the "Add Kit Items" page to add items to the kit.

Add Kit Items Fields

Field	Description
Description	Enter the description for the item.
Notes	This field allows you to enter any additional notes or information related to the kit item.
Min Qty	Specify the minimum item quantity that can be added when ordering this kit. Please Note: To ensure that an item or kit is mandatory in a kit, input minimum quantity to more than 0.
Max Qty	Specify the maximum item quantity that can be added when ordering this kit.
Default Qty	Specify the default item item to be added when ordering this kit.
Display Type	You can add multiple items on the page. However, these items will be displayed as options to choose from when placing an order for the kit. Only one item can be selected from this and added to the order. If you are adding multiple item options, choose the preferred display method when selecting the item from the options: Radio Buttons, Dropdown or checkbox.
Item Type	Select the type of the item you want to add to this kit (Inventory, Service, Labor, Kit).
Item Number	Select the item to add to this kit.

After filling in the details, click "Add Item" to add the item. Once you the item(s) is added, click on "Save" to add the item to the kit.

Repeat this process for each item you want to add to the kit. When all items are added, click "Save" at the top-right corner to finalize and create the kit.

Once the kit is created, you can add this to a sales or purchase order. Click here to learn about adding a Kit to an order.

Creating a kit item on the go

You can create a kit item while adding items to the sales order. Turn on the app config, "Enable Kit Creation on the Go" to enable this option.

In the sales order, click "Add Item" and select the "Non Inventory" item type. Check the "Is this a Kit item?" option to create a kit item.

If selected, you'll be prompted to specify whether you want to concatenate the item description for the kit item and determine the price calculation method.

Add the item to the sales order, and when adding subsequent items, mark the "Part of kit" checkbox to include them in the kit.

Repeat this step for all desired items to be added to the kit. This streamlined process allows for the effortless creation of kit items directly within the sales order, enhancing efficiency and adaptability.

Multi UOM Support For Kits

Kits can be used when the Multi UOM feature is turned on. Here's how kits are handled when used with Multi UOM enabled.

Items Added with Base UOM:

• When items are added by kits in orders, they will be added using their base UOM. This approach standardizes the unit of measure for kit items, ensuring consistency across orders.

Fixed UOM in Order Lines for Kit Items

• The UOM for items added through kits cannot be changed in the order lines. This restriction helps maintain the integrity of the kit structure and simplifies order management.

UOM Factor Set to "1":

• The UOM factor for items added by kits is set to "1". This ensures that the quantity of items within a kit remains consistent and aligns with the base UOM.