You can streamline the sales process by using the Sales Kits option. Goods, services or products combined in sets enrich the Items used in offers, sales orders and sales invoices.
Preparing kits
You can define kits in the module Inventory → Sales Kits.
There are 2 options on the screen:
- Add new - for this purpose, in the field Select a sale kit select New kit. In the form below, complete the following data for the kit itself and the first component of the set:
- Alias/kit code - unique code in Items
- Component - the first component of the set - any item selected from the Items
- Description - information about the component
- Category - the category in which the set is classified
- Quantity
- in field Select sale kit find the kit you want to change
- in the first section of the screen, you can change the description or the kit category
- in the second section, you can add, change and remove components of the kit
Use of kits
Kits can be used when introducing:
When entering a kit in a document, the program transforms it into components immediately, according to the following rules:
- the quantity of each component of the kit is multiplied by the number of kits entered in the document field
- in the price field on the document, the program calculates the sum of the values of all components based on previously defined sales prices.
- after clicking Add new item on the document, the program replaces the entered line into as many document items as there are components in the kit
- you can further edit the document items as you would when entering regular items
Note In order to be able to sell the kit without changing on the individual components in the document, you can use the module manufacturing. In this case, the components are changed into a kit earlier, when entering the production order document.