{"id":4809,"date":"2026-10-09T15:37:15","date_gmt":"2026-10-09T15:37:15","guid":{"rendered":"https:\/\/bizwiziq-help.bizwiziq.com\/?page_id=4809"},"modified":"2026-10-09T19:31:02","modified_gmt":"2026-10-09T19:31:02","slug":"creating-a-new-kit","status":"publish","type":"page","link":"https:\/\/bizwiziq-help.bizwiziq.com\/?page_id=4809","title":{"rendered":"Creating a New Kit"},"content":{"rendered":"<p data-pm-slice=\"1 3 []\">The&nbsp;<strong>Creating a New Kit<\/strong>&nbsp;function in bizwizIQ\u00ae Order Manager allows users to create a group of component products that can be assigned to finished products.<\/p>\n<p>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.<\/p>\n<p>For example, a trophy shop could create a kit named&nbsp;<strong>Trophy Columns<\/strong>&nbsp;containing different column styles and colors.<\/p>\n<p>For more information about kits, see&nbsp;<a href=\"https:\/\/bizwiziq-help.bizwiziq.com\/?page_id=4788\" style=\"outline: medium;\">Understanding Kits<\/a>.<\/p>\n<h2><strong>Accessing the Add Kit Screen<\/strong><\/h2>\n<ol data-spread=\"false\" start=\"1\">\n<li>\n<p>Open bizwizIQ\u00ae Order Manager.<\/p>\n<\/li>\n<li>\n<p>Click the&nbsp;<strong>Configuration<\/strong>&nbsp;tab.<\/p>\n<\/li>\n<li>\n<p>In the&nbsp;<strong>Product Management<\/strong>&nbsp;section, click the&nbsp;<strong>Kits<\/strong>&nbsp;icon.<\/p>\n<\/li>\n<li>\n<p>The&nbsp;<strong>Work With Kits<\/strong>&nbsp;screen will open.<\/p>\n<\/li>\n<li>\n<p>Click&nbsp;<strong>New<\/strong>&nbsp;to open the&nbsp;<strong>Add Kit<\/strong> screen.<\/p>\n<\/li>\n<\/ol>\n<p><span><img decoding=\"async\" alt=\"\" data-id=\"4768\" width=\"728\" data-init-width=\"1222\" height=\"378\" data-init-height=\"635\" title=\"Add Kit\" src=\"\/\/bizwiziq-help.bizwiziq.com\/wp-content\/uploads\/2026\/07\/Add-Kit.png\" data-width=\"728\" data-height=\"378\" style=\"aspect-ratio: auto 1222 \/ 635;\" loading=\"lazy\"><\/span><\/p>\n<h2 data-pm-slice=\"1 1 []\"><strong>Creating a Kit<\/strong><\/h2>\n<h4><strong>Step 1: Enter the Kit Information<\/strong><\/h4>\n<p>Enter a descriptive name for the new kit.<\/p>\n<p>The kit name should identify the group of component products it contains.<\/p>\n<p>For example:<\/p>\n<ul data-spread=\"false\">\n<li>Trophy Columns<\/li>\n<li>Trophy Bases<\/li>\n<li>Sports Figures<\/li>\n<li>Engraving Plates<\/li>\n<\/ul>\n<p><strong>Tip:<\/strong>&nbsp;Use descriptive kit names so they can be easily identified when assigning kits to finished products.<\/p>\n<h3><strong>Step 2: Add Component Products<\/strong><\/h3>\n<p data-pm-slice=\"1 1 []\">The&nbsp;<strong>Add Kit<\/strong>&nbsp;screen provides four search fields that allow you to locate component products based on your search criteria.<\/p>\n<p>The&nbsp;<strong>Family<\/strong> 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.<\/p>\n<ul>\n<li><strong>Select a Product Family (Optional):<\/strong>&nbsp;Use the&nbsp;<strong>Family<\/strong>&nbsp;dropdown list to select a specific product family and narrow the available component products.<\/li>\n<li><strong>Enter Additional Search Criteria (Optional):<\/strong>&nbsp;Use one or more of the three free-text search fields to further narrow the list of available component products.<\/li>\n<li><strong>Review the Search Results:<\/strong>&nbsp;The component products matching your search criteria will be displayed in the available products list.<\/li>\n<li><strong>Select Component Products:<\/strong>\n<ul>\n<li data-pm-slice=\"1 1 []\">The <strong>Add Kit<\/strong> screen displays two product lists:\n<ul>\n<li data-pm-slice=\"1 1 []\"><strong>Available Components (Left):<\/strong>&nbsp;Displays component products matching your search criteria.<\/li>\n<li data-pm-slice=\"1 1 []\"><strong>Selected Kit Components (Right):<\/strong> Displays the component products that have been added to the kit.<\/li>\n<\/ul>\n<\/li>\n<li>To add components to the kit:\n<ul>\n<li>Select a component product from the list on the left.<\/li>\n<li>Click the <strong>right arrow<\/strong> button between the two lists to add the selected component to the kit.<\/li>\n<li>The selected component will appear in the list on the right.<\/li>\n<li>Repeat these steps until all desired components have been added.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Tip:<\/strong> Review the components displayed in the right-hand list before saving the kit to ensure all intended products have been included.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3><strong>Step 3: Review the Kit Components<\/strong><\/h3>\n<p>Before saving, review the components added to the kit.<\/p>\n<p>Verify that:<\/p>\n<ul data-spread=\"false\">\n<li>The kit name is correct.<\/li>\n<li>All intended component products have been included.<\/li>\n<li>No unwanted components have been added.<\/li>\n<\/ul>\n<h3><strong>Step 4: Save the New Kit<\/strong><\/h3>\n<p>Once the kit information and components have been entered, save the kit.<\/p>\n<p>The newly created kit will be available for assignment to finished products.<\/p>\n<h2><strong>What&#8217;s Next?<\/strong><\/h2>\n<p>After creating a kit, it can be assigned to one or more finished products.<\/p>\n<p>A finished product can have multiple kits assigned to it, allowing users to select one component from each kit when entering an order.<\/p>\n<p>See:&nbsp;<a href=\"https:\/\/bizwiziq-help.bizwiziq.com\/?page_id=4813\" target=\"_blank\" style=\"outline: medium;\">Assigning Kits to Finished Products<\/a>.<\/p>\n<h5 data-pm-slice=\"1 3 []\" style=\"color: var(--tcb-color-0) !important; --tcb-applied-color: var$(--tcb-color-0) !important;\"><strong>Related Kit Topics<\/strong><\/h5>\n<p>Learn how to create, maintain, and use kits in bizwizIQ\u00ae Order Manager by clicking on the below links:<\/p>\n<ol>\n<li><a href=\"https:\/\/bizwiziq-help.bizwiziq.com\/?page_id=4788\" style=\"outline: medium;\">Understanding Kits<\/a> \u2014 Learn what kits are and how they work.&nbsp;<\/li>\n<li><strong><a href=\"https:\/\/bizwiziq-help.bizwiziq.com\/?page_id=4807\" style=\"outline: medium;\">Work With Kits<\/a> <\/strong>\u2014 Learn how to access and manage kits.<\/li>\n<li><a href=\"\/?page_id=4811\" target=\"_blank\" style=\"outline: medium;\">Maintaining an Existing Kit<\/a>&nbsp;\u2014 Learn how to modify a kit and its components.<\/li>\n<li><a href=\"\/?page_id=4813\" target=\"_blank\" style=\"outline: medium;\">Assigning Kits to Finished Products<\/a>&nbsp;\u2014 Learn how to associate kits with finished products.<\/li>\n<li><a href=\"https:\/\/bizwiziq-help.bizwiziq.com\/?page_id=4815\" target=\"_blank\" style=\"outline: medium;\">Selecting Kit Components During Order Entry<\/a> \u2014 Learn how to select components from assigned kits.<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>The&nbsp;Creating a New Kit&nbsp;function in bizwizIQ\u00ae 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, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":4788,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":"","tve_updated_post":"<div class=\"thrv_wrapper thrv_contentbox_shortcode thrv-content-box tve-elem-default-pad\" data-css=\"tve-u-6ac8fa2d80b1e3\" style=\"\">\n\t<div class=\"tve-content-box-background\"><\/div>\n\t<div class=\"tve-cb\"><div class=\"thrv_wrapper thrv_text_element\"><p data-pm-slice=\"1 3 []\">The&nbsp;<strong>Creating a New Kit<\/strong>&nbsp;function in bizwizIQ\u00ae Order Manager allows users to create a group of component products that can be assigned to finished products.<\/p><p>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.<\/p><p>For example, a trophy shop could create a kit named&nbsp;<strong>Trophy Columns<\/strong>&nbsp;containing different column styles and colors.<\/p><p>For more information about kits, see&nbsp;<a href=\"https:\/\/bizwiziq-help.bizwiziq.com\/?page_id=4788\" class=\"\" style=\"outline: medium;\">Understanding Kits<\/a>.<\/p><h2 class=\"\"><strong>Accessing the Add Kit Screen<\/strong><\/h2><ol data-spread=\"false\" start=\"1\" class=\"\"><li><p>Open bizwizIQ\u00ae Order Manager.<\/p><\/li><li><p>Click the&nbsp;<strong>Configuration<\/strong>&nbsp;tab.<\/p><\/li><li><p>In the&nbsp;<strong>Product Management<\/strong>&nbsp;section, click the&nbsp;<strong>Kits<\/strong>&nbsp;icon.<\/p><\/li><li><p>The&nbsp;<strong>Work With Kits<\/strong>&nbsp;screen will open.<\/p><\/li><li><p>Click&nbsp;<strong>New<\/strong>&nbsp;to open the&nbsp;<strong>Add Kit<\/strong> screen.<\/p><\/li><\/ol><\/div><div class=\"thrv_wrapper tve_image_caption\" data-css=\"tve-u-6ac8fa2d80b437\"><span class=\"tve_image_frame\"><img decoding=\"async\" class=\"tve_image wp-image-4768\" alt=\"\" data-id=\"4768\" width=\"728\" data-init-width=\"1222\" height=\"378\" data-init-height=\"635\" title=\"Add Kit\" src=\"\/\/bizwiziq-help.bizwiziq.com\/wp-content\/uploads\/2026\/07\/Add-Kit.png\" data-width=\"728\" data-height=\"378\" style=\"aspect-ratio: auto 1222 \/ 635;\" loading=\"lazy\"><\/span><\/div><div class=\"thrv_wrapper thrv_text_element\"><h2 data-pm-slice=\"1 1 []\" class=\"\"><strong>Creating a Kit<\/strong><\/h2><h4 class=\"\"><strong>Step 1: Enter the Kit Information<\/strong><\/h4><p>Enter a descriptive name for the new kit.<\/p><p>The kit name should identify the group of component products it contains.<\/p><p>For example:<\/p><ul data-spread=\"false\" class=\"\"><li>Trophy Columns<\/li><li>Trophy Bases<\/li><li>Sports Figures<\/li><li>Engraving Plates<\/li><\/ul><p><strong>Tip:<\/strong>&nbsp;Use descriptive kit names so they can be easily identified when assigning kits to finished products.<\/p><h3 class=\"\"><strong>Step 2: Add Component Products<\/strong><\/h3><p data-pm-slice=\"1 1 []\">The&nbsp;<strong>Add Kit<\/strong>&nbsp;screen provides four search fields that allow you to locate component products based on your search criteria.<\/p><p>The&nbsp;<strong>Family<\/strong> 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.<\/p><ul class=\"\"><li><strong>Select a Product Family (Optional):<\/strong>&nbsp;Use the&nbsp;<strong>Family<\/strong>&nbsp;dropdown list to select a specific product family and narrow the available component products.<\/li><li><strong>Enter Additional Search Criteria (Optional):<\/strong>&nbsp;Use one or more of the three free-text search fields to further narrow the list of available component products.<\/li><li><strong>Review the Search Results:<\/strong>&nbsp;The component products matching your search criteria will be displayed in the available products list.<\/li><li><strong>Select Component Products:<\/strong>\n<ul><li data-pm-slice=\"1 1 []\">The <strong>Add Kit<\/strong> screen displays two product lists:<ul><li data-pm-slice=\"1 1 []\"><strong>Available Components (Left):<\/strong>&nbsp;Displays component products matching your search criteria.<\/li><li data-pm-slice=\"1 1 []\"><strong>Selected Kit Components (Right):<\/strong> Displays the component products that have been added to the kit.<\/li><\/ul><\/li><li>To add components to the kit:<ul><li>Select a component product from the list on the left.<\/li><li>Click the <strong>right arrow<\/strong> button between the two lists to add the selected component to the kit.<\/li><li>The selected component will appear in the list on the right.<\/li><li>Repeat these steps until all desired components have been added.<\/li><\/ul><\/li><li><strong>Tip:<\/strong> Review the components displayed in the right-hand list before saving the kit to ensure all intended products have been included.<\/li><\/ul><\/li><\/ul><h3 class=\"\"><strong>Step 3: Review the Kit Components<\/strong><\/h3><p>Before saving, review the components added to the kit.<\/p><p>Verify that:<\/p><ul data-spread=\"false\" class=\"\"><li>The kit name is correct.<\/li><li>All intended component products have been included.<\/li><li>No unwanted components have been added.<\/li><\/ul><h3 class=\"\"><strong>Step 4: Save the New Kit<\/strong><\/h3><p>Once the kit information and components have been entered, save the kit.<\/p><p>The newly created kit will be available for assignment to finished products.<\/p><h2 class=\"\"><strong>What's Next?<\/strong><\/h2><p>After creating a kit, it can be assigned to one or more finished products.<\/p><p>A finished product can have multiple kits assigned to it, allowing users to select one component from each kit when entering an order.<\/p><p>See:&nbsp;<a href=\"https:\/\/bizwiziq-help.bizwiziq.com\/?page_id=4813\" target=\"_blank\" class=\"\" style=\"outline: medium;\">Assigning Kits to Finished Products<\/a>.<\/p><\/div><\/div>\n<\/div><div class=\"thrv_wrapper thrv_text_element\"><h5 data-css=\"tve-u-1a121179767\" data-pm-slice=\"1 3 []\" style=\"color: var(--tcb-color-0) !important; --tcb-applied-color: var$(--tcb-color-0) !important;\" class=\"\"><strong>Related Kit Topics<\/strong><\/h5><p>Learn how to create, maintain, and use kits in bizwizIQ\u00ae Order Manager by clicking on the below links:<\/p><ol class=\"\"><li><a href=\"https:\/\/bizwiziq-help.bizwiziq.com\/?page_id=4788\" class=\"\" style=\"outline: medium;\" data-css=\"tve-u-1a1214fc28d\">Understanding Kits<\/a> \u2014 Learn what kits are and how they work.&nbsp;<\/li><li><strong><a class=\"\" href=\"https:\/\/bizwiziq-help.bizwiziq.com\/?page_id=4807\" style=\"outline: medium;\" data-css=\"tve-u-1a121503108\">Work With Kits<\/a> <\/strong>\u2014 Learn how to access and manage kits.<\/li><li><a href=\"\/?page_id=4811\" target=\"_blank\" class=\"\" style=\"outline: medium;\">Maintaining an Existing Kit<\/a>&nbsp;\u2014 Learn how to modify a kit and its components.<\/li><li><a href=\"\/?page_id=4813\" target=\"_blank\" class=\"\" style=\"outline: medium;\">Assigning Kits to Finished Products<\/a>&nbsp;\u2014 Learn how to associate kits with finished products.<\/li><li><a href=\"https:\/\/bizwiziq-help.bizwiziq.com\/?page_id=4815\" target=\"_blank\" class=\"\" style=\"outline: medium;\">Selecting Kit Components During Order Entry<\/a> \u2014 Learn how to select components from assigned kits.<\/li><\/ol><\/div>","tve_custom_css":"@media (min-width: 300px){[data-css=\"tve-u-6ac8fa2d80b1e3\"] { margin-top: 0px !important; 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