How to add and edit Kit Templates

Kits are used when you want a single line item to appear on the customer's invoice, while that item is actually composed of multiple components that you want to track individually. This is commonly used in the USA, where different components may be taxed differently, but you still want to present a unified line item on the invoice.

Other names for Kits: Bundles, Parent/Child Products. 

Note in Datagate Terminology, "Bundles" relates to Usage (typically phone calls, but also data, SMS etc).

Creating a Kit Template

1. Navigate to the Kit Templates menu.

2. Click "+" to add a new Kit.
   1. 
3. Enter the following details:
   • Kit Name (Code) and Description
   • Cost and Sell Price: These are read-only and will be calculated automatically after components are added.
   • Product Category: Select if applicable to your configuration.
   • In Advance: Typically matches the setting used in your Product Templates.
   • Customer Group:
     • Leave blank to make the Kit available to all customers.
     • Select one or more groups to restrict availability to those groups only.
   • Allow Pro Rata: Check this if charges should be prorated when the product starts mid-month.
   • Exclude Surcharges: Check this if surcharges should not apply to this Kit.
   • Do not Export to ConnectWise Agreements: Leave unchecked unless advised otherwise.
   • Extra Fields 1–5: These are organization-specific. Enter values as needed.
4. Click Save.

Adding Kit Components

1. Edit the Kit (parent product) and go to the Products tab.

2. Click "+" to add a Kit Component.

2. Select a Product Template. Most fields will auto-populate.
3. Review and adjust Recurring Charges/Period. Hover over the product and click Edit to modify.

• Sell and/or Cost Price: Adjust as needed.
• Quantity: Adjust as needed.

Press Update Charge

Press Save

Add other Kit Components as applicable.