coreSTORE - Inventory: Creating and Selling Item Kits
An item kit is a group of individual items bundled and sold as a single unit. It's essentially a pre-configured package that combines related products for convenience or promotional purposes.
Overall, item kits offer a way to organize products, simplify inventory management, and potentially increase sales through convenience and bundled discounts.
First, go to Inventory > Item Kits.
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To create a new item kit, select the "+New Item Kit" button at the top-right.
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In the first tab, fill in the desired "Item Kit Name" and proper "Category" for reporting purposes.
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Next, select the "Items" tab.
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In here, use the "Add Item" field to search your inventory and pull in items to build this Item Kit.
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Once your items are pulled in, select the Quantity for those items using the field directly to the right of the "Item" column in the grid.
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Next, select the "Pricing" tab.
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In here, we can either manually give it a "Cost" and "Selling Price", or we can use the "Calculate Suggested Price" buttons to have the system determine it for us based on what the Inventory Items Cost & Selling Price are.
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By clicking on the "Calculate Suggest Price" button, the system will automatically generate the value for you.
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Finally, we can click "Save" to create this Item Kit.
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To sell the Item Kit, simply go to Sales > New Sale.
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Search for your newly created Item Kit.
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Searching the Item Kit will then pull in all inventory items that were tied to that Item Kit with the quantities entered for them on the Item Kit.
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Next, pull in the customer we will be selling the Item Kit to.
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Once everything and everyone is pulled into the sale, select the "Continue" button.
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Then, select your Payment Type or Types.
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Select the "Add Payment" button.
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Finally, select the "Complete Sale" button to finalize the transaction.
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Overall, item kits offer a way to organize products, simplify inventory management, and potentially increase sales through convenience and bundled discounts.
First, go to Inventory > Item Kits.
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To create a new item kit, select the "+New Item Kit" button at the top-right.
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In the first tab, fill in the desired "Item Kit Name" and proper "Category" for reporting purposes.
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Next, select the "Items" tab.
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In here, use the "Add Item" field to search your inventory and pull in items to build this Item Kit.
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Once your items are pulled in, select the Quantity for those items using the field directly to the right of the "Item" column in the grid.
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Next, select the "Pricing" tab.
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In here, we can either manually give it a "Cost" and "Selling Price", or we can use the "Calculate Suggested Price" buttons to have the system determine it for us based on what the Inventory Items Cost & Selling Price are.
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By clicking on the "Calculate Suggest Price" button, the system will automatically generate the value for you.
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Finally, we can click "Save" to create this Item Kit.
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To sell the Item Kit, simply go to Sales > New Sale.
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Search for your newly created Item Kit.
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Searching the Item Kit will then pull in all inventory items that were tied to that Item Kit with the quantities entered for them on the Item Kit.
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Next, pull in the customer we will be selling the Item Kit to.
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Once everything and everyone is pulled into the sale, select the "Continue" button.
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Then, select your Payment Type or Types.
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Select the "Add Payment" button.
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Finally, select the "Complete Sale" button to finalize the transaction.
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Updated on: 06/26/2024
Thank you!