How to Create a Kit Inventory Item

  • Updated
  1. First, select Inventory in the left menu
  2. Choose Item List in the sub menu

     
  3. Click Add New in the top right

     
  4. Select Miscellaneous Item

     
  5. Click "Browse" under the image placeholder and select a product image for the kit

     
  6. Then click "Upload" to upload the image

     
  7. Next, enter the kit information
    (i.e. Cust Item No., Customer, etc. upload image)

     
  8. In the Select Misc Type dropdown choose "Basket"

     
  9. Click Next

     
  10. Next, to add the Kit items, click Add Item

     
  11. In the Add Items window, find the first item to be included in the kit using the search bar

     
  12. Click Save
  13. Adjust the item's information as needed (i.e. Quantity, Unit Cost, etc.)

     
  14. Repeat steps 8-11 as many times as needed to add all the kit items to your basket.
     
  15. Update the Unit Sell price or click the refresh button to calculate the unit sell price based on the item's cost in the kit.

  16. Click Save

 

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request