Version 21b2.19
Overview
A Kit is a quick, easy way to populate lines in a Quote. Kits lead to consistency across the company as well as help eliminate "missed" items.
Product Kit Creating Lines Video - 4 Minutes
Product Kit Creating Lines Steps
Lines can only be added to a Kit by using the “Edit Material” or “Edit Labor” buttons. These buttons bring up search options to import existing Product Catalog or Labor Catalog items.
Creating a Material line: Use Edit Materials button to search the Product Catalog by Type, Mfg, Style, Color, or Product ID#
Adding Labor to a Material line: Use the Edit Labor button to search Labor Catalog by Labor Type or Description. Product/Line Type will default to the Material Type selection. The added Labor type will not override the Product/Line Type.
Creating Labor only line: Use the Edit Labor button to search Labor Catalog by Labor Type or Description. If it is a Labor only line, the system operator will also need specify a Product/Line Type.