Product Kits Overview

Product kits are designed to be used for groups of single products that you sell in a kit form.

For example if you sell socket sets, this will be a kit made up of the individual sockets and spanners etc.

You can add kits to opportunities and orders in the same way as you can add products to them.

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• Product Categories Overview

  To group your products in to categories go to "Setup > Product Categories". Click on the + Product Category button to add one.

• Sales Orders Overview

  To sell something to a customer, you need to create a sales order for them. Click on the + Add Sales Order button on the main sales orders page. Select the customer (organisation) and other options and click the Add Products button. On the next page ...

• Opportunities Overview

  An opportunity is a way of recording that someone is interested in purchasing something from your company. You create opportunities in the same way as you create sales orders, i.e. adding products and kits to them. You can convert an opportunity into ...

• Warehouses Overview

  You can setup multiple warehouses if you store stock in different locations. Set them up on this page. When you are adding products you must select which warehouse you are adding the stock to. To transfer stock between warehouses use the stock ...

• Regions Overview

  When you add organisations you can set which region the organisation is from, such as USA, Europe, Asia etc. To add regions go to "Setup > Regions" and click on the + Region button. To edit a region click on it's name. Regions show on the reports ...