Kits
How to set up and use kits in Zigaflow
11 articles
- Creating a kit in the items listHow to create a kit, which is an item made up of sub-items/sub-components.
- 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.
- Add a kit to a quotation, job/sales order, etc.Add a kit to a quotation, job/sales order, or similar record by searching for it in Add items, setting the quantity, and clicking Add.
- Changing between kit pricing methodsA kit can use a set price or the total of its kit items. Learn how to swap between the two.
- Hiding items in a kit on a quotation, job/sales order, etc.Where you already have a kit on a Quotation, etc., you can choose to hide some of the items
- Update a kit's price in the listChange a kit's price from the Prices tab, or update kit item prices so the overall price on quotations and jobs reflects the change.
- Importing item kitsBulk import items into kits from the import center using the template, with columns for kit code, kit item code, quantity and hidden status.
- Making an item in a kit hiddenA hidden item will not appear on the PDF and you set this for items in a kit
- Displaying kits on PDFsChoose how kits appear on your PDFs: show every kit item, hide the items, or show item details and images on the kit header line.
- ManufacturingZigaflow allows you to manufacture assemblies, consume inventory, reverse this and check whether you have the component parts available to manufacture
- Bill of materials check and buildable quantitiesZigaflow allows you to easily check on a quote, job/order and work order if you have the materials you need to manufacture an assembly or supply a kit of items
