Kitting (a.k.a Bundling) is one of Ordoro’s most powerful features for inventory management. See here for more details on how kitting can be used.
This help article will cover the following topics:
- Guidelines for creating kits
- How to create kits individually
- How to create kits in bulk
Guidelines for creating kits
Ordoro supports single and multi-level kits, and can track kit quantities across multiple warehouses.
1. For example, let’s say you sell a 5-pack of shirts. It includes:
- X-small shirt = qty 1
- Small shirt = qty 1
- Medium shirt = qty 1
- Large shirt = qty 1
- X-large shirt = qty 1
2. You can create a kit with each of those components.
3. You also may sell a 10-pack of shirts. This bundle would include:
- X-small shirt = qty 2
- Small shirt = qty 2
- Medium shirt = qty 2
- Large shirt = qty 2
- X-large shirt = qty 2
4. This bundle may be setup in two different ways.
- Add each individual component to the kit. Change the quantity to 2 instead of 1.
- Add the 5-pack bundle and set the quantity to 2.
- This is a multi-level kit since it’s a kit within a kit.
4. Kit inventory can also be tracked across multiple warehouses. Ordoro will list the available quantity per warehouse as well as the sum total across all warehouses.
See screenshot below as an example. If you click the image, it will expand for easier viewing.
How to create kits individually
1. Go to the Products tab, and search for the product that will become a kit.
2. Click the product name. This takes you to the Product Detail page.
3. Next, go to the Kit Options tab.
4. In the search box, type the name (or SKU) of a component for the kit.
- As you start typing, Ordoro will show you a drop-down of products that match the description.
5. By default, each kit component will be listed as a quantity of one. If necessary, click on Edit next to Quantity Needed for Kit to change this. Specify the quantity needed for the kit.
6. Repeat steps 4 + 5 to add more components to the same kit.
7. If you make a mistake and want to delete a component, click on the Trash Can icon next to the component line.
Once you add a kit component, Ordoro automatically calculates the kit quantity. Inventory will also be reduced for the kit and components when an order is placed or inventory is received.
How to create kits in bulk
Kits can also be created in bulk via our Data Import feature.
1. Go to Settings -> Data Import -> Create Kits.
2. Download the example file.
3. Configure your kits in the spreadsheet.
- If the kit has multiple components, then the spreadsheet should have multiple rows for each of the components. See screenshot below.
4. Repeat step 3 to create additional kits.
5. Upload the csv file to Data Import and you’re done!