Editing a kit

Permanently Edit a Kit

1. Navigate to the Settings page.
2. Select Kits.
3. Search for and select the kit you want to update.

4. Edit the kit as needed.

   Note: You can remove items by clicking the X on the right, reorder items by dragging the vertical 3-dot icon on the left, or add new items from this pop-up.

5. Select Save when you have completed the needed changes.
   
   

Edit a Kit as a One Off

1. Navigate to the Quotes page.
2. Search for and select the quote you want to edit.
3. Find the kit on the quote you want to edit or add a new one.
4. Select the + icon to expand the the kit out for viewing.
5. Edit the description, quantity, unit cost, unit sell and tax rates as needed.

6. Select Save on the quote when you're done 

   Note: Changes to kits in quotes apply only to that quote. To edit a kit permanently, follow the steps in the Permanently Edit a Kit section above.

   
   

Additional Information

For more info on kits, see here: Understanding the Kits Feature in Tradify