The Kits function in inventory allows you to group multiple items supplied to students or teachers at the start of a new academic session. Kitting multiple items together simplifies the process for the store in-charge, enabling them to sell or issue items in a bundled manner.
Prerequisites
Before creating a Kit, ensure that:
- The required items have been configured for sale or issuance.
- The necessary stores (e.g., Book Store, Uniform Store) have been created.
- The required items are mapped within the stores.
Steps to Create a Kit
- Navigate to:
- Settings > Administration > Inventory
- Go to the Kit section and click the Create button.
- Enter Kit Details:
- Kit Name : Enter a clear name for easy identification. This will be helpful when searching during sales.
- Saleble or Issuable : Select one of the following:
- Saleble : Choose this option if the kit is intended for sale to students, staff, or visitors.
- Issuable : Choose this option for internal issuance and tracking.
- Store : Select the store where the items have been mapped or stored.
- Sales Price : Enter the maximum selling price, including your profit. This amount excludes taxes or discounts.
- Tax Applicable : Check the box and select the tax from drop down.
- Tip: You can define & enable Tax from Settings > Finance > Fee > Tax Settings & Fee Collection option.
- Description : Provide a clear description of the kit’s purpose for future reference.
- Map Items to the Kit:
- Click on Map Items, located in the middle of the screen.
- Select the required Item Name and enter the supplied quantity for the kit.
- Note: Only items mapped to the selected store will be displayed.
- Tip: If an item does not appear, go to the store settings and map the required item.
- Repeat this process to map all necessary items to the kit.
- Review all items in the Kit, and Click Submit to apply the changes and save the kit.
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