Editing a kit

Who can use this?

Platform: Web            Plan: Plus            Staff Permission: Settings

Editing the contents of a kit once it has been created.  

 

Instructions

From Settings:

  1. Go to Settings > Kits
  2. Firstly, remove the single item from the Kit by selecting the button on the right side of the line item.
  3. Add the item back into the Kit and update the details as needed.
  4. If your Kit needs items to be in a specific order, simply drag and drop items. Select the three dots to the left of the line item and move as needed.
  5. Select Save when you're done. 

 

Screen Shot 2022-06-07 at 9.39.02 AM.png

 

From Quote:

  1. Go to the quote where this kit has been added
  2. Add your kit 
  3. Click on " + " to see your items
  4. You can edit the description, quantity, unit cost, unit sell and tax rate
  5. Select Save when you're done ( Those changes will be only in the invoices/quotes selected, if you want to edit the kit permanently, you need to go to settings > kits )

 

Screen Shot 2023-09-27 at 9.10.10 AM.png

 

 

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