How can I create Kits in Inventory?

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

  1. Navigate to:
    • Settings > Administration > Inventory
    • Go to the Kit section and click the Create button.
  2. 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.
  3. 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.
  4. Repeat this process to map all necessary items to the kit.
  5. Review all items in the Kit, and Click Submit to apply the changes and save the kit.

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