Stock Kits

Stock Kits

Stock Kits allow you to bundle multiple items together as a package that can be assigned to jobs as a single unit.

What is a Stock Kit?

Screenshot: The Stock Kit manager in Settings showing the kit list grid with Name, Charge Type, Charge Code, and Total columns, and an expanded kit showing its line items.

A kit is a pre-defined collection of items - SKUs, tasks, or assets - that are commonly used together. For example, a “Bathroom Installation Kit” might include pipes, fittings, sealant, and the installation labour task.

Kit Structure

Each kit has:

Kit Header:

• Description - Kit name and title
• Charge Type - How the kit is billed (bundled kit charge or specific charge code)
• Charge Code - Links to a cost code for billing
• Summary - Description or notes about the kit
• Total - Total kit cost
• Buy - Wholesale cost

Kit Lines: Each item in the kit includes:

• Item Type - SKU, Task, or Asset
• Description - What’s included
• Quantity - How many of this item
• Markup - Individual line markup percentage
• Multiplier - Quantity multiplier
• Chargeable - Whether to bill the customer for this line

Managing Kits

Navigate to Settings > Stock Kits to manage your kits.

The kit manager shows a grid of all kits with:

• Kit name
• Charge type
• Charge code
• Total cost

Creating a Kit:

1. Click the Add button
2. Enter the kit description and charge settings
3. Use the item selection modal to add SKUs, tasks, or assets
4. Set quantities and markup for each line
5. Save the kit

Editing a Kit: Click a kit row to expand it and modify items, quantities, or pricing.

Searching Kits: Use the search function to find kits by name.