You can set up kit products, which you can use to sell several products as a single package. For example, you may want to sell several manuals with a particular workshop video as a kit, but you also want the video and each manual to be available for purchase individually. In addition, you may want to track inventory for each individual product.
UX 365 does not support CRM Product Bundles for managing product kits and kit components.
A kit product can also be a component of another kit. For example, you can set up a kit of basic training materials that are used with several workshops, and then include that kit in the kits for each of those workshops.
In order to set up kit products, you must first set up the product records for each component of the kit. You then can create the kit product, and associate each of the components with it.
If you are managing inventory for the kit, the kit and all of its components must have a product type = Sales Inventory.
Creating a Kit Product
Menu7.4.1 Creating a KIT Product
Click on the button My Work (change area)
Click on the item Product Sales
Click on the item Products
Click on the menu item Add Product
Click on the text field Name
Enter name of KIT product
Click on the text field Product ID
Enter the Product ID
Click on the link Unit Group
Click on the item Each
Click on the link Default Unit
Click on the item Each
Click on the checkbox Kit Product?
Click on the field Product Type
Click on the item Sales Inventory in the list
If you are managing inventory for the kit, select Sales Inventory for the kit product type. If you are not managing inventory for the kit, select Sales Non-Inventory as the product type.
Click on the link Primary GL Account
Click on the item Product Sales Revenue
Click on the link AR GL Account
Click on the item Accounts Receivable
Click on the text field List Price
Enter price for KIT product
Click on the link Warehouse
Select appropriate Warehouse, this field is required for product type = sales inventory.
Allow Backorder
If the kit product type = Sales Inventory, and you want to enable backorders for the kit, mark the Allow Backorder check box in the Backorder and Inventory Info section of the new product form.
Allow Partial Backorder
Do not check Allow Partial Backorder – partial backorder is not supported for product kits.
Click on the menu item Save
7.4.2 Adding KIT Components
Click on the item Related
Click on the menu item Kit Components
Click on the menu item Add New Kit Components
Click on the link Component
Select the product you wish to be part of the KIT
Click on the text field Quantity
Enter the quantity that will be included in the KIT product
Click on the menu item Save & Close
Repeat this process for all products that you would like to be included in the KIT Product.
Click on the menu item Add New Kit Components
Click on the link Component
Select the product you wish to be part of the KIT
Click on the text field Quantity
Enter the quantity that will be included in the KIT product
Click on the menu item Save & Close
Click on the menu item Add New Kit Components
Click on the link Component
Select the product you wish to be part of the KIT
Click on the text field Quantity
Enter the quantity that will be included in the KIT product
Click on the menu item Save & Close
Click on the menu item Save & Close
