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Creating a kit in the items list

How to create a kit, which is an item made up of sub-items/sub-components.

Open the items list

1. Click "Go To"

Zigaflow Dashboard with the Go To menu highlighted in the top navigation bar, above the Recently Created Quotations panel

2. Click "Items"

Go To menu open on the Dashboard with the Items option highlighted at the top of the dropdown list

3. First, set up the component item(s). Skip this step if you already have them ready or if not, set them up in the usual way.

Items list in Zigaflow with the purple New Item button highlighted above the Suppliers, Active and Categories filters

Create the kit item

4. Next, set up the kit item - click "New Item"

Items list with the purple New Item button highlighted at top left, above Suppliers, Active and Categories filters

5. Put in the name

New Item form with the Item Code field highlighted, containing the selected text "Kit Example

6. Type " 1 [[Home]]"

7. Put in the Description

Item form with the Description field highlighted, above the Detailed Description and Information fields

8. Click 'Is Kit'

Item details panel with cost and tax code fields, highlighting the Is Kit checkbox among the item options

9. Click "Add Item"

Item form side panel with the Is Kit checkbox ticked and the Add Item button highlighted at the bottom

Add items to the kit

10. Add the items within the kit by clicking on "Kit Items"

Item edit panel with the Kit Items tab highlighted next to Prices, Price List and Suppliers tabs below Save Changes

11. Click "Add Item"

Kit Items tab of an item panel with the Add Item button highlighted above an empty table of Photo and Item columns

12. Find the items to add

Item picker with the Search Filter field highlighted, beside price filters and a list of items with Quantity and Add buttons

13. Type "kit item"

14. Click here.

Item search results for "kit item" showing Cost, Price and Quantity columns, with the first row's Add button highlighted

15. Add them to the kit

Item search results for "kit item" with the Add button highlighted on the second row; the first item already shows Added

16. Click "×"

Item search results for "kit item" with Add buttons, highlighting the × close button in the top-right corner

Edit kit item quantities

17. Edit the item by clicking here

Kit components table with Price inc. Labour, Cost and Quantity columns, edit icon highlighted on the second item row

18. If required, change the quantity of each item in the kit

Kit items table with the Quantity field highlighted in an editing row, showing 1.00 next to the save checkmark

19. Type "2"

20. To automatically hide the kit item on a Quotation or Job/Sales Order, etc., tick this box

Kit item table in edit mode with the Hidden Item checkbox highlighted on the second row, next to Quantity set to 2

21. Confirm the edit

Kit items table with second row in edit mode, Quantity 2.00 and Hidden Item checked, checkmark confirm button highlighted

Set the kit price

22. This shows the total price and cost based on the kit items

Kit items table on the item record, highlighting the Total Kit Price and Total Kit Cost summary beside the Refresh button

23. To give the kit a specific price, i.e. not based on its kit items, click on 'Use Kit Price'

Item edit panel with Is Kit checked and the Use Kit Price checkbox highlighted below it, beside the items list

24. Click on the 'Prices' tab and edit the default price

Item record tabs with a price row's edit pencil icon highlighted beside the delete icon, next to the Expiration Date column

25. Entering the price here

Prices tab of an item with a new price row, highlighting the Price field showing 0.00 next to the GBP currency dropdown

26. Confirm the edit

Item tabs with an Expiration Date field in edit mode, the checkmark confirm button highlighted to save the row

27. Click on the 'Use Kit Price' to toggle between a set price and the one calculated from the kit items. You can swap this around when the kit is on Quotation, Job/Sales Order, etc..

Item settings panel with Is Kit checked and the Use Kit Price checkbox highlighted to toggle kit-calculated pricing

28. Click "Save Changes"

Kit item edit panel with the Save Changes button highlighted, below the Is a Stock Item, Show More and History options

Learn more: kits and variants in Zigaflow

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