Browse by Solutions

A kit order is for a company who sells products, and it allows them to combine estimates, purchase orders, supplier invoices, and invoices to your customer into a single page for calculating margins. You can also delete the created kit order using delete option.

Steps to Create a Kit Order

Log in and access Kit Orders App from your universal navigation menu bar.
Click on “Create” from left navigation panel.
Fill in the following details:

KO# - This is the auto generated or manually entered number to identify kit order.
Sales rep – Name of an employee.
Customer – Name of the customer.
Discount - Enter the discount amount.
Currency - Select your preferred currency.
Tags - Select the tags associated with it.

Fill in the Products/Items sold information:
- Item Code – Code of the item will be pre populated after selecting an item.
- Item Name – Name of the item.
- Quantity – Quantity of an item.
- Rate – Unit price for the item.
- Supplier Name – select the name of the supplier from drop down.
- Supplier # - This will be pre populated.
- Supplier Cost – Supplier cost of the item.
- Amount – This is auto calculated from item rate and supplier cost.
Click on “Create” button to complete.
The Kit Order will be successfully created as shown:
In the Overview page, on scrolling down, you can view the following association tables in the Kit Orders App – Purchase Orders, Invoice, Customer Payments.
This enables you to view all the Purchase Orders, Invoices and Customer Payments associated with a Kit Order in the Overview page itself.
You can update the associated purchase orders, invoices and customer payments right from the Kit Orders page itself. For instance: By clicking on an associated invoice, a side panel will be opened, where you can make the necessary changes.
By clicking on “More Details (…)”, you will be redirected to that particular records page.