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Introduction to Item Kits

Aaron Levy avatar
Written by Aaron Levy
Updated over a month ago

The Item Kits tab provides a centralized view of all your kits, making it easier to organize and manage products that are sold together. This guide offers a quick tour of the key features you’ll find within the Item Kits tab.


Filter Your Item Kits

Stay organized by filtering and arranging your kits.

The search bar helps lets you quickly find kits by name or keyword, while the fields and category options provide more detailed search results. You can also categorize kits for smoother organization and tracking.


Add New Item Kit

Create New Item Kits.


Drop Menu

The drop menu gives you fast access to useful actions for handling kits.

Here’s what you can do:

  • Manage Categories.
    Add, edit, customize, or remove categories as needed.

  • Manage Tags.
    Use tags to sort and organize kits more effectively.

  • Excel Export.
    Export your kits into an Excel sheet.

  • Cleanup Old Item Kits.
    Get rid of outdated kits to keep your list clean.

  • Custom Field Configuration.
    Create or edit fields for specific kit details.

  • Manage Deleted Item Kits.
    Review and restore kits that were deleted.


Check Box for Actions

Use the check boxes to select multiple kits at the same time and perform bulk actions.

Bulk actions you can perform:

  • Labels.
    Print kit labels with either a label printer or standard format.

  • Delete.
    Remove the chosen kits.

  • Add to Sale.
    Add the selected kits to a sales order.

  • Add to Receiving.
    Add the selected kits to a receiving entry.

  • Clear Selection.
    Deselect everything currently selected.


Settings for Column Configuration

Column configuration allows you to control which details are displayed in your item kits list.

You can choose to show pricing, categories, stock availability, or other important fields depending on what’s most useful for your workflow. This customization helps you focus on the information that matters most.


Edit Button

The Edit button lets you update the details of a specific item kit.

This is where you can change kit information such as product combinations, pricing, or descriptions to ensure your records stay accurate and up to date.


Menu Next to Edit Button

The menu located next to the Edit button offers two key options.

For managing item kits:

  • Edit Pricing.
    Adjust the prices of the kit without changing the kit details.

  • Clone Item Kit.
    Create a duplicate of an existing kit, which you can then modify for faster setup of similar kits.


Item Kit Images

Including images helps you quickly spot bundled products.


Images not only improve navigation through the list but also reduce errors during kit selection or updates. Every kit can be assigned its own image for fast recognition.

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