How to add and edit Customer Kits

This article describes how to assign a Kit to a Customer.

Navigate to the Customer, Products tab.

1. Click on Customers in the main menu.
2. Click on the Customer Code or Name that you want to add a product to.
3. Click on the Products tab.

Add Customer Product Kit

1. Click "+", Add Product Kit

2. Choose an existing Kit Template in the drop-down. 

To learn how to create new Kit Templates, Click this link

3. Change fields as appropriate. In particular, you would adjust the From (Start Date) of the charge.
4. Press Save
5. Observe the Kit is marked with an Icon

Make adjustments to the Kit as it applies to this Customer, if necessary. You would do this if the Kit was priced differently for this Customer, or the Customer had different components in their Kit compared to the Template.

1. Click on the Kit to edit.
2. Navigate to the Products tab.

3. Click on the Products to edit. You can change Cost, Sell Quantity. If you edit the Recurring Charges, be sure to press Update Charge.

4. Press Save

Note You can also add and delete products to this Customer's Kit as required.