This Help Article covers;

There are two types of Kitsets;

⚠️ NOTE: Master Kitsets cannot be edited directly, they must be Cloned to Edit.  On saving they will take on a “point number” and become an Installer Kitset.
​

There are two categories of Kitsets;

⚠️ NOTE: When a Kitset Heading is selected that uses Brands, the Kitset displays a Brands Section that requires a Product(s) in each Brand. Where a Kitset Heading uses Brands, there will be a Kitset Heading of the same name that is Not Branded.

Adding a new Kitset is done from Katipolt's Kitsets Side Menu's Kitsets List.

⚠️ NOTE: A quick way to make a new Kitset is to Search/Find a similar Kitset, Clone then edit it to suit.

Quick Flow;

1.  From the Side Menu, Press Kitsets Side Tab to display the Kitsets List, then Press [+ADD] to display the NEW KITSET Page

⚠️  NOTE: Fields with a red “*” are compulsory and must have an entry before saving.
​

2.  From the NEW KITSET Page’s Kitset Information Section;

⚠️ NOTE: If the Kitset Heading* selected does not use Brands, all items are entered in the Common Section.

⚠️ NOTE: If the Kitset Heading* selected uses Brands, on selection the Brands Section will display. To [Save] the Kitset a product MUST be entered in ALL of the Kitset Brands Tabs. 

⚠️ NOTE: If the Kitset Heading selected uses Brands, then common items like; Labour, Travel, Flush Boxes, Cable etc are entered in the Common Section, and additional/branded items like; Switches, Outlets and any Additional Labour required are entered into their Brands Tabs. 

From the NEW KITSET Page’s Common Section, Enter the Kitset’s Common Products;

1.  Enter a Product Code into the “Product search” field to find a Product, then Enter a Qty to suit, then Press Enter to populate the Product Line

   2.  Repeat as necessary until all Common Products are entered.  If a Non-Branded Kitset, when finished [SAVE]

From the NEW KITSET Page’s Brands Section, work across the Brands Tabs, Entering the Kitset’s Brand Products into each Brand Tab

1. Enter a Product Code into the “Product search” field to find a Product, then Enter a Qty to suit, then Press Enter to populate the Product Line to the Kitset's Brands Section

⚠️ NOTE: Use the Page Left/Page Right Icons of the Brands Tabs to scroll forward and back to ensure all Brands have an entry.

💡 TIP: If you do not have a product to put in a Brand, put 1 minute of Labour in to meet the requirements to Save.

2.  Repeat as necessary until ALL Brands have Product(s) entered.  When finished [SAVE]

1.  Select a Kitset from the List, then to display the Kitset Edit Page, if a;

2.  From the Kitset Edit Page, Edit by following the "To Add a new Kitset" instructions above

3.  When finished [SAVE]

Multi-Product Quote Line added to a Quote OR Kitsets edited at a Quote (that become a Multi-Product Quote Line), can be Saved either as a;

Adding or Editing a Kitset from a Quote can be done 2 ways;

1. From the Product Line, Press the “More” (3 dots) menu, then select [View Quote Line] to display the Quote Line popup

2. Add/Delete Products as required

3. See step "3" below

1.  From the Kitset Line, Press the “More” (3 dots) menu, then select [Edit for Quote] to display the Kitset as a Quote Line popup
​

2. From the Quote Line popup, Edit by following the above instructions on adding/deleting products

3. When finished either;

⚠️ NOTE: If [CONVERT TO KITSET] is selected you will be asked to enter/confirm the Kitset details as per the "To Add a new Kitset" instructions above, then Press [CONVERT] to save back to the Kitset Library for future use as a Kitset.