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 to your Kit Catalogue.|
The Kits page is customisable so you can see the information that’s most important to you and your workflow.
Add a new Kit
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.
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.
You’ll 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.
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.
Add Products to a Kit
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 form will be displayed. Select/enter the details as required:
|Select a Component Product from the drop-down list.|
|Enter the Quantity of the selected Product included in each Kit.|
|Click Save or Save and Add New to add another 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
|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.|
|Xero Account Code||N||Enter the nominal code in Xero for expenses.|
|Xero Purchase Account Code||N||Enter the nominal code in Xero for purchases.|
|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 (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||Automatic||If you have a Xero integration, the reference number will be auto-filled once the Kit is saved and added to Xero.|