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 to your Kit Catalogue.

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 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

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 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

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.
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.

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