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Create a kit on a quotation, job/sales order, etc.

Convert an item on a quotation or job/sales order into a kit, choose its pricing method, add kit items and drag in more items later.

Convert an item to a kit

1. Click on the menu of the item to convert into a Kit

Quote item list with the Menu button highlighted on row 1, Kit 2, above rows Kit Item A, Kit Item B and 324240-F17

2. Click "Convert to Kit"

Item context menu open on a record with the "Convert to Kit" option highlighted, below Copy and above Create/Update

3. Choose the pricing method. You can change this later.

Convert Kit 2 to a Kit dialog with Pricing options Kit and Kit Items, the Kit Items radio button highlighted

Choose the kit items

4. Click "Find"

Convert Kit 2 to a Kit dialog with Kit Items pricing selected and the Find button highlighted next to Items

5. Open up the section you want to get the kit items from

Add Items from Q1236-1 dialog with the + expand button highlighted beside Section 1 in the Section Name list

6. Click "Add" against each desired kit item

Kit items dialog listing Kit Item A, Kit Item B and 324240-F17 with quantities, Add button highlighted for Kit Item A

7. Click "Add"

Item selection dialog listing Kit Item A, Kit Item B and 324240-F17, with the green Add button highlighted beside Cancel

8. Click "Convert"

Convert to kit dialog with an empty Added from Items table and the blue Convert button highlighted at the bottom left

Add more items to the kit

9. To add another item to the kit, drag-and-drop it on the kit

Line items table with Kit 2 and kit items highlighted in blue, and the drag handle on row 4 item 324240-F17 circled

Learn more: kits and variants in Zigaflow

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