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.

1. First, go to Inventory > Item Kits.
   

2. To create a new item kit, select the "+New Item Kit" button at the top-right.
   

3. In the first tab, fill in the desired "Item Kit Name" and proper "Category" for reporting purposes.
   

4. Next, select the "Items" tab.
   

5. In here, use the "Add Item" field to search your inventory and pull in items to build this Item Kit.
   

6. 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.
   

7. Next, select the "Pricing" tab.
   

8. 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.
   

9. By clicking on the "Calculate Suggest Price" button, the system will automatically generate the value for you.
   

10. Finally, we can click "Save" to create this Item Kit.
    

11. To sell the Item Kit, simply go to Sales > New Sale.
    

12. Search for your newly created Item Kit.
    

13. 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.
    

14. Next, pull in the customer we will be selling the Item Kit to.
    

15. Once everything and everyone is pulled into the sale, select the "Continue" button.
    

16. Then, select your Payment Type or Types.
    

17. Select the "Add Payment" button.
    

18. Finally, select the "Complete Sale" button to finalize the transaction.
    

Updated on: 06/26/2024