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Kits

Kits speed up quoting by making it easy to select just one item instead of entering multiples items individually on a Quote. 

Kits are a collection of materials, labour and miscellaneous costs that, when combined, make up an item that can be added to any quote in Tradify. They are a great way to bundle costs together that make up typical services for a business. 

Kits can then be quickly added to a quote and any cost/quantity adjustments made if necessary. They also have their own description which displays as a single line on the quote sent to the customer.

Important Note: Kits are exclusive to Quotes. They cannot be used within Jobs, Invoices or Purchase Orders, however, you can transfer the line items of a Kit over to each of these features.

 

Contents:

Creating a new Kit

Adding Time/Labour to a Kit

Adding Price List Items to a Kit

Adding Miscellaneous Items to a Kit

Kit Price Preview

 

 

Creating a new Kit

To add a new kit, head over to Settings > Kits > New > New Kit. 

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Note: The following fields will be displayed:

Display Name – this is the Item Description that the Customer sees on a Quote.  Enter a name to describe this kit.

Kit Category  – Kits can be grouped into categories to aid in searching and selecting Kits.

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To add a line item, select Add Item.

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Note: Three options are presented when adding items to a kit.

Time – use this option to add labour your kit.

Price List Item​ – use this option to add a price list item to your kit.

Miscellaneous – use this option to add a miscellaneous item to your kit.

 

 

Adding Time to your kit

To add a labour to your kit, select Time, enter all of the required information and then select Save.

Note: The following fields will need to be filled in order to save.

 Billing Rate – the hourly labour rate at which the time will be charged out at. You can find out more about​ billing rates here.

Description – a description of the labour line item being added to the kit. This defaults to the billing rate’s display name, however, this can be modified to explain what the time entry covers. Also note, you can add more than one labour entry to each kit.

Quantity – the number of hours required for this labour entry.

 

 

 

Adding Price List Items to your kit

To add a price list item to your kit, select Price List Item, enter all of the required information and then click Save.

Note: The following fields will need to be filled in order to save.

Item Code – the item code to add to the kit. This field is searchable.  A filtered list of the Price List items will appear in a drop-down list as you type characters.

Description – a description of the line item added to the kit. This defaults to the price list item’s display name, however, this can be modified as required for this kit.

Quantity – the quantity of the item used in the makeup or assembly of this kit. This defaults to 1 but can be modified as required. 

 

 

Adding a miscellaneous item to your kit

To add a miscellaneous item to your kit, click Miscellaneous, enter all of the required information and then click Save.

Note: The following fields will need to be filled in order to save.

Item Code – the item code to add to the kit. This field is searchable.  A filtered list of the Price List items will appear in a drop-down list as you type characters.

Descriptiona description of the miscellaneous line item added to the kit.

Cost - The cost of this miscellaneous line item added to the kit. 

Tax Rate​ – the tax rate to use for this miscellaneous line item. You can find out more about tax rates here

 

 

 

Kit Price Preview

Within the Kit, you also have the option of viewing the cost breakdown of the Kit by changing the Pricing Level and Tax.

To do so, use the corresponding dropdowns under the Kit Price Preview section.

Note: Changing either setting will update the previewed price accordingly.

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