Create an Inventory Kit

Kits contain multiple items packaged and shipped together. You can pre-package kits to improve the efficiency and effectiveness of your campaigns. To create an inventory kit click Inventory on the Navigation menu, click New Kit and then follow these steps:

  1. Enter the details for the kit.
    • Enter the item SKU.
    • Enter an optional UPC code.
    • Enter a Name to identify the description.
    • Select a Category.
    • Enter the Re-order At number to identify when to re-order an item based on the current assets in stock.
    • Enter the Lead Time (days) number to establish a time frame for how long it will take to receive the re-ordered item.
    • Enter the Bin Location where the product is stored at the warehouse.
    • Enter the Unit Weight per kit to help determine shipping costs.
    • Enter the Price that you will charge for the kit.
    • Enter the Handling Cost associated with the item.
    • Enter the Max Quantity to keep in stock.
    • Select the Default Fund to associate the price with a fund when recording transactions in Rapid Entry.
  2. Mark the checkboxes to establish additional details about the kit.
    • Mark the For Sale checkbox to identify the kit as available for sale in Rapid Entry or in the Estore.
    • Mark the Allow Discount checkbox to offer the kit at a discounted price.
    • Mark the Taxable checkbox to add sales tax to the price of the kit.
  3. Click Save.