➡️ What is a Kit?
Kits let you bundle multiple materials into a single package for easier handling, ordering, and distribution. For example, a kit might include all the parts needed for a specific installation or a set of tools that always go out together.
➡️ How to Create a Kit
Go to your Catalog.
Select the materials you want to bundle.
Create your Kit.
You can also create a Kit by selecting "Add Item" > "Add Kit."
When creating a Kit, you can also add tools to it. This is helpful if you need to take a Kit to a job along with the tools you'll need, such as a ladder, screwdrivers, or gloves.
➡️ With Kits, You Can:
Transfer the entire Kit to a Job or another location
Create a PO
Create a Pick List
Print your Kit's barcode
You can also select individual items from the Kit to create a PO or transfer them to a Job or another location.
➡️ Things to Keep in Mind
Kits have their own details page. Just like individual materials, each Kit has its own page where you can check associated materials, quantities, and assigned locations, all in one place.
You can create Kits even with zero stock. No inventory yet? No problem. You can set up Kits with materials that have zero stock, so you can preconfigure your standard bundles and restock them later.
Disabled materials are also disabled in Kits. When a material is disabled in the catalog, it will also be disabled in any Kit it belongs to. This keeps everything consistent and ensures you're only working with active materials.
Deleted materials are removed from Kits automatically. If a material is deleted from the catalog, it will be automatically removed from any Kit that included it, keeping your Kits clean and up to date.
➡️ Common Issues
"A material in my Kit shows as unavailable or grayed out."
That material was likely disabled in the catalog. Disabled materials automatically show as disabled in any Kit they belong to, keeping things consistent. Reactivate the material in the catalog if you still need it in the Kit.
"An item I had in my Kit is gone."
If that material was deleted from the catalog (not just disabled), it's automatically removed from any Kit that included it. Check the catalog to confirm whether it was deleted or just disabled.
"I want to set up a Kit but don't have stock for the materials yet."
That's fine, Kits can be created with materials that have zero stock. This lets you preconfigure your standard bundles ahead of time and restock later.
➡️ FAQs
Can I include tools in a Kit, not just materials?
Yes, when creating a Kit you can add tools too, useful for bundling something like a ladder or screwdrivers along with the materials for a job.
Can I create a PO for just part of a Kit instead of the whole thing?
Yes, you can select individual items from within the Kit to create a PO or transfer them, you're not limited to acting on the whole Kit at once.
What happens if I delete a material that's used in a Kit?
It's automatically removed from any Kit that included it, no manual cleanup needed.