Add Kit Components

Components are the inventory items you include in a kit. Before you can add kit components, you should ensure that the items you include are available for you to use. To add components to a kit locate and open the record, click the Kit Components tab, and then follow these steps:

  1. Select the first item to add to the kit, drag it from the left, and then drop it on the right.
    1. Repeat this step to include additional items in the kit.
    2. Click the plus to expand the category to display the items available in that category.
  2. Edit the quantity of the item to include in the kit.
  3. Mark the Pre-Packaged checkbox to include all items in the kit before it is shipped.
  4. Click Save.