The Creating a New Kit function in bizwizIQ® Order Manager allows users to create a group of component products that can be assigned to finished products.

Each kit contains a selection of available components. When a kit is assigned to a finished product, the user can select one component from that kit during order entry.

For example, a trophy shop could create a kit named Trophy Columns containing different column styles and colors.

For more information about kits, see Understanding Kits.

Accessing the Add Kit Screen

1. Open bizwizIQ® Order Manager.

2. Click the Configuration tab.

3. In the Product Management section, click the Kits icon.

4. The Work With Kits screen will open.

5. Click New to open the Add Kit screen.

Creating a Kit

Step 1: Enter the Kit Information

Enter a descriptive name for the new kit.

The kit name should identify the group of component products it contains.

For example:

• Trophy Columns
• Trophy Bases
• Sports Figures
• Engraving Plates

Tip: Use descriptive kit names so they can be easily identified when assigning kits to finished products.

Step 2: Add Component Products

The Add Kit screen provides four search fields that allow you to locate component products based on your search criteria.

The Family field is a dropdown list that allows you to select a specific product family. The remaining three fields allow you to enter text to search for matching component products.

• Select a Product Family (Optional): Use the Family dropdown list to select a specific product family and narrow the available component products.
• Enter Additional Search Criteria (Optional): Use one or more of the three free-text search fields to further narrow the list of available component products.
• Review the Search Results: The component products matching your search criteria will be displayed in the available products list.
• Select Component Products:
  • The Add Kit screen displays two product lists:
    • Available Components (Left): Displays component products matching your search criteria.
    • Selected Kit Components (Right): Displays the component products that have been added to the kit.
  • To add components to the kit:
    • Select a component product from the list on the left.
    • Click the right arrow button between the two lists to add the selected component to the kit.
    • The selected component will appear in the list on the right.
    • Repeat these steps until all desired components have been added.
  • Tip: Review the components displayed in the right-hand list before saving the kit to ensure all intended products have been included.

Step 3: Review the Kit Components

Before saving, review the components added to the kit.

Verify that:

• The kit name is correct.
• All intended component products have been included.
• No unwanted components have been added.

Step 4: Save the New Kit

Once the kit information and components have been entered, save the kit.

The newly created kit will be available for assignment to finished products.

What's Next?

After creating a kit, it can be assigned to one or more finished products.

A finished product can have multiple kits assigned to it, allowing users to select one component from each kit when entering an order.

See: Assigning Kits to Finished Products.