Work With Kits

The Work With Kits screen in bizwizIQ® Order Manager allows users to view and manage kits that have been created in the system.

From this screen, users can locate existing kits, create new kits, modify the components within a kit, or delete kits that are no longer needed.

Kits are groups of component products used to provide customization options for finished products.

For more information about how kits function, see Understanding Kits.

Accessing Work With Kits

  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, displaying the existing kits.

Understanding the Work With Kits Screen

The Work With Kits screen displays the existing kits in Order Manager. Select a kit from the list to modify or delete it, or click New to create a kit.

Users can select an existing kit to view or maintain its information.

Available Functions

The following functions are available from the Work With Kits screen.

New

Creates a new kit. Users can assign a name to the kit and add component products that will be available for selection.

See: Creating a New Kit.

Modify

Opens the selected kit, allowing users to review its information, add additional component products, or remove existing components.

See: Maintaining an Existing Kit.

Delete

Deletes the selected kit from Order Manager.

Important: Before deleting a kit, verify that it is no longer needed or assigned to a finished product.

Refresh

Updates the Work With Kits display to show the latest available information.

Selecting an Existing Kit

To work with an existing kit:

  1. Locate the desired kit in the Work With Kits screen.
  2. Select the kit.
  3. Choose the appropriate function, such as Modify, to make changes.
  4. Follow the instructions for the selected function.
Related Kit Topics

Learn how to create, maintain, and use kits in bizwizIQ® Order Manager by clicking on the below links:

  1. Understanding Kits -Learn what kits are and how they are used.
  2. Creating a New Kit -Step-by-step instructions for creating a kit and adding component products.
  3. Maintaining an Existing Kit -Learn how to modify a kit, add additional components, or remove components that are no longer needed.
  4. Assigning Kits to Finished Products -Learn how to assign one or more kits to a finished product to provide customizable component selections.
  5. Selecting Kit Components During Order Entry -Learn how to select one component from each assigned kit when adding a finished product to a customer order.
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