Knowledge Base

Kits

Kits are groups of Products that you sell together and don’t require assembling before despatch (such as food hampers or self-assembly furniture kits). Use the Kits page to manage your Kit Catalogue. 

Navigate to Product Catalogue > Kits.
Use the Quick and Advanced Search to help you find the Kit you’re looking for.
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.

The Available, Allocated, On Order, Free Stock, and Back Order columns help you to keep track of your Inventory at a glance.

A kit will show as Available when all of the component products are In Stock at a single location. 

Click Add New to add a new kit. 

Note:

The Kits page is customisable so you can see the information that’s most important to you and your workflow. 

Add a new Kit

Note:

To create a new kit, you’ll 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.

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 follows. 

3.  A new Kit entry page will be displayed. Start by selecting/entering the details as required in the Kits section.

Note:

You’ll need to complete all of the mandatory fields (marked with a *) before you can save the product.

Refer to Kit field explanations for more information on each field.

4.  Once all of the required details have been selected/entered in the Kits section, scroll down and click Save before adding any of the information on the right-hand side. 

Add Products to a Kit

Note:

To be able to add products to a kit, the products must exist in Products

1.  Expand the Bill of Materials section and click + New.

2.  The Bill of Materials dialogue box will be displayed. Select/enter the details as required:

Select a Component Product from the drop-down list.
Enter the Quantity of the select product included in each kit.
Click Save or Save and Add New to add another product to this kit.

Add other information to a Product

Use the other sections of the Product entry page to do the following:

  • Assign the product to a Category or add other information under Additional Information
  • Configure quantity-based pricing under Product Pricing
  • Record where the products are stored under Product Locations
  • Upload Files associated with the Purchase Order under Files

Kit field explanations

Field Mandatory? Description
Item Code Y Your SKU to allow you to identify each kit uniquely.
Product Description Y A description of the kit. This will appear on printable documents such as Quotes.
Barcode N When despatching or receiving goods using a barcode scanner, 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. 
Xero Account Code N Nominal Code in Xero for expenses.
Xero Purchase Account Code N Nominal Code in Xero for purchases.
Default Sell Price Y 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 (based on Purchase Orders).
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 which cannot be fulfilled due to insufficient stock.
Xero Ref N The reference number for this kit in Xero. 

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