Creating Unserialized Kits
This article will show you how to create general kits where the component items will not print on the contract for the customer to see.
Topics in this article include:
- Creating an item using Quick Add
- Changing the display category
- Creating the unserialized kits
- Basic Information and Pricing tabs
- Component and suggested items
- Stock
Creating an item using Quick Add
Before creating an unserialized kit, make sure all the pieces are added to your inventory by going to your inventory list and clicking + New Item. You can choose Quick Add to add all the pieces quickly.
Note: You can also copy an existing item, and if suggested items exist on the original item, it will copy those to the new item so you can simply adjust quantities.
This will allow you to enter the basic information for those pieces. Do not forget to hit Save.
If these items are kit component items only and you don’t rent them by themselves, edit the item and change the display from Show in Web Store to Kit/Suggested Item Only.
Creating the unserialized kits
Tents are a perfect use for unserialized kits. Most rental stores purchase generic components that can be used to build any of their tents with different quantities of parts. Let's discuss a simplified example of 2 tents:
1) 10 X 10 Tent - 10 X 10 Top, 4x Pole, 1x Crown, 4x Corners, 1x Stakes and Ropes
2) 20 X 10 Tent - 10 X 20 Top, 8x Pole, 1x Crown, 4x Corners, 2x Stakes and Ropes
Let's assume you have:
3x 10 X 10 Top
2x 10 X 20 Top
16x Pole
4x Crown
4x Corners
4x Stakes and Ropes
Once all of the pieces or component items have been entered into your inventory with the appropriate stock quantities and the display is selected accordingly, create your kits within Essentials. From the inventory list, click + New Item. Choose Unserialized Kit to be able to create the kit and add all your component pieces together.
Basic Information and Pricing tabs
From the Basic Information screen, you will enter all of the basic information that you want for this kit.
After you have entered all of the basic information for the kit, click the pricing tab to enter the base rate of the kit and any other pricing information you want to add. The pricing should include every component piece.
Once all of the pricing information has been entered and the appropriate price sheet, if you have more than one, is selected, click Save.
Once you click Save, you will be able to enter all of the component pieces and how many of each piece it takes to create this kit. By default, the item will be added as a Kit Component type. If this is an automatic or optional suggested item, be sure you change the type accordingly. Click Confirm and the component/suggested item will now be added as part of the kit.
Note: Kit Component item types will not show on the contract for the customer, but any additional or optional suggested items will. The kit name will always show on the contract for the customer.
Once all the items are added, you will see the list of those items in the Component/Suggested Items list. Click Save and you now have your first unserialized kit.
The number of component items you have in stock and the quantity needed to create this kit will determine how many of this kit you can create. For example, if you need four poles and one top along with four stakes to create a simple pop-up tent and you have eight of each piece available, you will be able to create two pop-up tents. This is because you only have enough poles and stakes to create this number of tents.
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