How to add items to the kit

Invoice/Quote, Knowledge Base | ID: 7867
  1. Open Paladin Point of Sale.
  2. On the top ribbon, click the Invoice/Quote module.
  3. In the Invoice/Quote tab, in the Part # box, scan or manually enter the trigger item.
  4. Set up a kit type, according to one of the three examples provided under step 8:
    • Example:  Kit 1
    • Example:  Kit 2
    • Example:  Kit 3

      IMPORTANT:  When your are done setting up your kit, follow steps 5-8 to complete the procedure.

  5. On the bottom ribbon, click Store Transaction (or press F6).
  6. In the Store Transaction window, select the Kit option.
  7. Optional:  In the Memo box, enter some notes.
  8. To store the kit that you just set up, click F12 Store.

Example:  Kit 1

Example: A purchase of bottled soda triggers a bottle deposit.

Set up this type of kit for an item that would never be sold without the trigger item. The trigger SKU and the kit items must have separate retail prices and costs.

Note:  For this kit, the trigger SKU does not have to be set up as a dump SKU.

  • The trigger item must be on the first line of the invoice.
  • In the Price box, do not change the retail prices.
  • For Ace Instant Savings, the kit price must be the amount of the entire kit, and the price for each individual item must be zero.

 
Part Number Description Quantity Price
Trigger SKU Trigger description 1 Retail price
Item 1 Item 1 description Quantity desired Retail price

 

Example:  Kit 2

Example: You create a tent kit that has a tent, poles and rope.

The trigger SKU and the kit items must have separtate retail prices and costs.  The trigger SKU will show a zero retail price and the dump SKU will show a zero cost, while the items in the kit will have retail prices and costs.

Note:  For this kit, the trigger SKU must be set up as a dump SKU.  Refer to this KBA:  How to create a dump SKU

Set up this type of kit for the following reasons:

  • You want to get many items on an invoice quickly.
  • The items can be purchased separately, buying the items together does not discount any item, or it is acceptable to show which items are discounted.
  • The trigger SKU will have zero retail price and zero cost.
  • The items will have full retail or discounted retail prices and full cost.

Notes

  • The trigger item must be the first line on the invoice.
  • In the Price box, change the retail price for the trigger item to zero, but leave the separate items in the kit alone, or you can adjust the items to show a savings by purchasing them together.
  • For Ace Instant Savings, the kit price must be the amount of the entire kit, and the price for each individual item must be zero.

 
Part Number Description Quantity Price
Trigger SKU Trigger description 1 Zero
Item 1 Item 1 desription Quantity desired Retail/discounted price
Item 2 Item 2 desription Quantity desired Retail/discounted price
Item 3 Item 3 desription Quantity desired Retail/discounted price

 

Example:  Kit 3

Example: Buy the grill promotion and receive it for a specific price.

The trigger SKU is a special promotion, and buying the items together prompts a discounted, specific price.

Note:  For this kit, the trigger SKU must be set up as a dump SKU.  Refer to this KBA:  How to create a dump SKU

Set up this type of kit for the following reasons:

  • You want to discount the items, but you do not what to show item discounts or to obscure the kit items
  • The trigger SKU will have the full retail price, no cost, and a zero reference margin.
  • The items in the kit will have a zero retail price, but maintain the cost.
  • Everything in the kit including, the trigger SKU, is in a single department.

Notes

  • The trigger item must be the first line on the invoice.
  • In the Price box, change the retail for the trigger item to the amount for the whole kit. For each item in the kit, enter zero for the retail price.
  • For Ace Instant Savings, the kit price must be the amount of the entire kit, and the price for each individual item must be zero.

 
Part Number Description Quantity Price
Trigger SKU Trigger description 1 Full retail/discounted price
Item 1 Item 1 description Quantity desired Zero
Item 2 Item 2 description Quantity desired Zero
Item 3 Item 3 description Quantity desired Zero

IMPORTANT:  After you set up a kit type (which is step 4, above), go back to the top of this KBA, and then follow steps 5-8 to complete this procedure.

*Content is subject to change. For the most recent version, visit the Help Portal.
Printed on: 7/20/18