Note:
Before you can manage kits in this manner, you must first enable the use
of kits in your program. See the Defining
Products/Services section for details.
A kit is a grouping of services and/or products. They are designed to bundle together services and/or products that are frequently used so that rather then continually adding a group of services and/or products to a job, you can simply add a kit to the job.
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Note: |
Adding Kits
Editing Kits
Deleting Kits
Deactivating Kits
Duplicating Kits
Select Tools > Lists > Master Service List (or press CTRL+F4) or select Tools > Lists > Master Products List (or press CTRL+F5). The Products and Services page appears.
Click the Kits tab. The Kits tab appears.
Click New. The Kit Details dialog box appears.
Type the number you want to assign to this kit in the Kit No. field.
Type a name for the kit in the Kit Name field.
Type a description of the kit in the Description field.
Select a master category for the kit from the Category drop-down list. For more on master categories, see the Master Service-Product Categories Overview section.
Select how you want the kit to appear on your invoices from the Invoice As drop-down list. Your options are:
Full charge and description for each item in Kit. This option displays the entire charge and description for every product and/or service in the kit. Note that if you have many items in your kit, the invoice could be quite large.
Single charge for entire Kit with description of each item. This option will display only one charge for the entire kit but will list out a description of each service and/or product in the kit.
Single line charge and description for entire kit. This option will display only one line item - a single summary charge and the kit's description (as opposed to those for its individual products/services).
To make the kit active and able to be used in jobs, select the Active check box.
Select the Lock Item Charge/Qty check box to prevent employees from editing the charges and quantity of the kit's products and charges when attached to a job. If deselected, employees will be able to edit the kit's values.
Search for a product or service you want to add to the kit by typing part of its name into the Search field. A list of results appears.
Select the item you want to add to the kit.
Add the selected item to the kit by double-clicking it or clicking Add>>. The product or service will appear in the list box to the right.
Change any of the values for the product or service as necessary.
Repeat steps 11-14 to add more items to the kit.
Click OK. The new kit appears in the Kits tab.
Select Tools > Lists > Master Service List (or press CTRL+F4) or select Tools > Lists > Master Products List (or press CTRL+F5). The Products and Services page appears.
Click the Kits tab. The Kits tab appears.
Double-click the name of the kit you want to edit. The Kit Details dialog box appears.
Edit the fields as necessary.
To remove a product or service from the kit, select it from the right list box and click <<Remove.
When you have completed your edits, click OK.
You cannot delete kits that are assigned to existing jobs or quotes. You can, however, deactivate the kit. See Deactivating a Kit, below.
To delete a kit:
Select Tools > Lists > Master Service List (or press CTRL+F4) or select Tools > Lists > Master Products List (or press CTRL+F5). The Products and Services page appears.
Click the Kits tab. The Kits tab appears.
Select the name of the kit you want to delete.
Click Delete. A Confirmation dialog box appears.
Click OK. The Kit is now deleted.
Deactivating a kit means that jobs/quotes with the kits will continue to use the kit, but you will not be able to assign the kit to new jobs/quotes moving forward.
Select Tools > Lists > Master Service List (or press CTRL+F4) or select Tools > Lists > Master Products List (or press CTRL+F5). The Products and Services page appears.
Click the Kits tab. The Kits tab appears.
Double-click the name of the kit you want to deactivate. The Kit Details dialog box appears.
Clear the kit's Active check box.
Click OK.
Select Tools > Lists > Master Service List (or press CTRL+F4) or select Tools > Lists > Master Products List (or press CTRL+F5). The Products and Services page appears.
Click the Kits tab. The Kits tab appears.
Select the kit you want to duplicate.
Click Duplicate Kits. The Kit Details dialog box appears. You can now edit the kit in the usual manner.
Back to Lists Overview
See Also: Using Barcode Scanners to Create Kits