Creating Kit Items

Modified on Thu, 3 Apr at 2:51 PM

Overview

Beginning in version 2.10.9 of Cloud Retailer, we have created the ability to have a 'Kit' type item. This article will cover the basics of creating a kit and walk you through some details of the process.

Kits are designed to be used to represent a group of products that you normally sell individually as a group of items sold for a single price. In our example, we will create a Cocktail Mixing Kit containing a number of small bottles and a mixer. We will sell this kit at a slight discount compared to the retail prices of the individual items in question.

Procedure

Login to your CloudRetailer back office.
Click Products > Add New Product.
In the UPC field, double click the field to create a randomly generated code.
Populate the Item Description, Department & Category, Sales Tax, and any other basic product data fields you wish to set.
Check the box labeled 'IsKit' to make the Item a Kit item.
Save the product.
Click the 'Tag Along Products' button
On the Tag-Along Product screen, click Add new entry.
Search for the first kit item by typing the UPC or Description of a product.
After selecting the item in Step 9, add the quantity for that item in the kit.
Repeat steps 9 & 10 for any other products which the kit will contain.
Once you have added all the products you wish the kit to contain, click accept.
Save the product again.

A note about costs and retail price

When you create a kit, you set a list of products and the quantities set up as tag-along products. You will also set a kit price on the kit item. When you sell a kit at the POS, the system will weigh each product in the kit versus the retail price for the parent kit product. For example, if your kit is priced at $4 and you have 3 items with prices of $1, $2, and $3 the system will ratio out the price change among the products in the kit. In the above example, because the $3 product is half the price of the other two combined, half of the discount is $1. Of the remaining $1 it will give $.67 off the $2 item and $.33 off the $1 item. The screenshot below shows the regular price of Kit A, Kit B and Kit C as well as the Kit price.

The parent kit product has NO cost associated with it. When a kit product is sold, the detailed sales report will show the kit product sold at $0 and the products belonging to the kit were sold at the discounted prices. The cost in the back office for each product belonging to the kit will be the individual cost for that item in the system already. Meaning that if we sell the $3 item, and its normal cost is $1.50, when sold as part of a kit the detailed sales report will show that the item was sold at $2 and the cost is $1.50.

Here is a video showing the above process: