Video 



Preface


This video shows you how kits are created and used. Below is a summary of the video.
When items are imported, they're regular items. From there you can create a kit out of an item by hitting 'change this product to a kit.' 



There are now several options presented, like add items to kit and how the kit should be scanned. We'll review adding items to the kit first, then provide an overview of 'how the kit should be scanned.'

 If you are returning to a previously created kit you first need to find the kit in the kits list found by going to Products > Kits. Once there you can search by name or sku and then open a kit by clicking it's Name in the list. After opening the kit click on the Inventory/Kit Options tab to edit the kits items.


Adding Items to a Kit


  1. Click the 'add items to kit' button, and it will present a list of possible items. 
  2. From there, you can type the sku, partial sku, product name or partial product name, and it narrows the available items according to what you've searched. 
  3. You can now click to highlight an item, and continue searching and clicking new items (for multiple items).
  4. When all of your items are selected, hit 'save and close.'
  5.  They're all added to the kit at once, and your inventory levels are shown. 
  6. If there are more than one item in the kit, you can specify with 'quantity in kit.'
  7. It also asks you for the packing order, which is how the items will be prompted on the Scan and Pack page.


Removing Kit Items


  1. Select one or more of the kit items by clicking their row in the kit item list. They will highlight green.
  2. Click the Remove Selected button below the kit item list to remove the selected items.

Options for Scanning

1. Always be scanned as a single sku - which is when your kits are prepacked, and you want to deduct the items individually from inventory;
2. Always scan the kit as individual part skus- which is when you'd want to prompt to scan each of the items within the kit;
3. Automatically switch as needed when part skus are scanned - which means that if you scan any of the items and if they don't exist in order, the system will begin to suggest items. This is useful if you sometimes prepack the kit, but not always.


Examples / Common Uses

So, for instance, if you have a kit set up to individually scan each item, then scan an item to start it, it'll split the kit and show what's been scanned, then prompt for the other items to scan. If it's set up to always be scanned individually (option 2), the kit will be displayed with items below before the first scan. If using the third option, it will be shown as a single kit item until a part item is scanned.

What's handy might be to take an existing product, then duplicate it, create a new product that is just a 10 pack of that item. You'd rename it and give it a new sku/barcode, then click 'make this into a kit.' and change the quantity in kit to 10. If you always have these prepacked 10 in a box, and have it's own barcode, you can hit 'always scan as a single sku.' If you're not sure because they're not prepacked, you can set it as 'switch as needed.'

Important Notes


For a kit be active, it must have a name, sku and barcode, and it must have at least one active product. 

In order to maintain inventory accuracy kits should be created before orders containing the kit are imported. If this is not possible the order can be removed and re-imported after the kit setup is complete. 


It's helpful to create aliases before creating the kit.