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. In the Admin > Product Kits area, you can copy a whole Kit to a new blank Kit screen or add it to the bottom of another existing Kit. Deleting Lines in a Kit works the same as the Delete Line feature in Quotes and Sales.
Copy and Paste Kits, Deleting Lines Video - 3:30 Minutes
If you are unable to view the video above, please click HERE
Copy and Paste Kits, Deleting Lines Steps
Copy Paste a Kit
You can now copy & paste an entire kit to a new blank kit screen or add it on to the bottom of another existing kit screen. *** Watch training video
Deleting a line in a Kit
Deleting in a Kit functions the same way as deleting lines in a quote/sale in that you can delete Material portion of the line only, Labor portion of the line only, or the Entire line.
Training-v22b20231101BG-KB