Kits
Kits are groups of Products that you sell together and do not require assembling before despatch (such as food hampers or self-assembly furniture kits). Use the Kits page to manage your Kit Catalogue.
![Workhorse - Kits page](https://goworkhorse.com/wp-content/uploads/2022/07/Workhorse-Kits-page.png)
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Navigate to Product Catalogue > Kits. |
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Use the Quick and Advanced Search to help you find the Kit you’re looking for. |
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By default, Kits are ordered by Item Code (numerically, then A-Z). To sort by something else, click on the column heading. Click again to reverse the sort order. |
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The Available, Allocated, On Order, Free Stock, and Back Order columns help you to keep track of your Inventory at a glance. Refer to Kit field explanations for more information on each field. A Kit will show as Available when all of the component products are In Stock at a single location. |
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Click Add New to add a new Kit to your Kit Catalogue. |
Note:
The Kits page is customisable so you can see the information that is most important to you and your workflow.
Add a new Kit
Note:
To create a new Kit, you will need to have appropriate User Access to the Product Catalogue Module.
1. Go to Product Catalogue > Kits.
2. Click Add New in the top-right corner.
![Add new button](https://goworkhorse.com/wp-content/uploads/2022/04/Add-new-button.png)
Tip:
You can also create a copy of an existing Kit by opening the Kit, scrolling to the bottom of the page and selecting Functions > Copy Kit. This creates a new Kit where you can edit the details as necessary.
3. A new Kit entry page will be displayed. Start by selecting/entering the details as required in the Kits section.
Note:
You will need to complete all of the mandatory fields (marked with a *) before you can save the Kit.
Refer to Kit field explanations for more information on each field.
![Workhorse - enter new Kit details](https://goworkhorse.com/wp-content/uploads/2024/02/Workhorse-enter-new-Kit-details.png)
4. Once all of the required details have been selected/entered in the Kits section, scroll down and click Save before adding any other information on the right-hand side.
![Save record button](https://goworkhorse.com/wp-content/uploads/2022/05/Save-record-button.png)
Add Component Products to a Kit
Note:
Component Products must first be added in Products before they can be added to a Kit.
1. Expand the Bill of Materials (for Kits) section and click + New.
![Workhorse - adding Products to a Kit](https://goworkhorse.com/wp-content/uploads/2024/02/Workhorse-adding-Products-to-a-Kit.png)
2. The Bill of Materials (for Kits) form will be displayed. Select/enter the details as required:
![Workhorse - Bill of Materials (for Kits) box](https://goworkhorse.com/wp-content/uploads/2024/02/Workhorse-Bill-of-Materials-for-Kits-box.png)
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Select a Component Product from the drop-down list. |
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Enter the Quantity of the selected Product included in each Kit. |
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Click Save or Save and Add New to add another Component Product to this Kit. |
Add other information to a Kit
Use the other sections of the Kit entry page to do the following:
- Assign the Kit to a Product Category or add other information under Additional Information.
- Configure quantity-based pricing under Product Pricing.
- Record where the Kits are stored under Product Locations.
- Upload Files associated with the Kit under Files.
Kit field explanations
Field | Mandatory? | Description |
Item Code | Y | Enter the SKU to allow you to identify each Kit uniquely. |
Product Description | Y | Enter a description of the Kit. This will appear on printable documents such as Quotes. |
Barcode | N | If you use a barcode scanner to despatch or receive goods, enter the Kit barcode here. Workhorse will use this field to identify the Kit. |
Sell Tax Rate | Y | Select the Tax Rate that applies to this Kit from the drop-down list. |
E-comm Product? | N | If you have an e-commerce integration set up, select Yes to list the Kit on your e-commerce store. |
Xero Account Code | N | Select the nominal code in Xero for expenses from the drop-down list. |
Xero Purchase Account Code | N | Select the nominal code in Xero for purchases from the drop-down list. |
Default Sell Price | Y | Enter the retail price if no other prices or discounts are applied. |
Avg Cost Price | Automatic | The average cost of this Kit based on the cost of the component products (see Avg Cost Calculation). |
Override Cost Price | N | Use this field to override the average cost price calculated by the system. |
Additional Costs | N | Use this field to record additional costs above the actual cost price. |
Unit of Measure | Y | Select the unit of measure the Kit is sold in from the drop-down list. |
Available | Automatic | The quantity of Kits that can be sold based on the current component product stock levels (total of all locations). |
Allocated | Automatic | The quantity currently allocated to Customer Orders. |
On Order | Automatic | The quantity of Kits that can be made up from component products currently ordered from Suppliers but not yet received. |
Free Stock | Automatic | Available minus Allocated. |
Back Order | Automatic | The quantity ordered on Customer Orders that cannot be fulfilled due to insufficient stock. |
Xero Ref | Automatic | If you have a Xero integration, the reference number will be auto-filled once the Kit is saved and added to Xero. |
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