How do I sell a kit or bundle of items in Kontuly?
In Kontuly, a kit (or bundle) is an item you sell as one that's made up of tracked stock items, for example a gift pack of two mugs and a box. Tick This item is a kit in the item's Inventory settings and add its components; selling the kit takes each component out of stock.
- Click New item in Items and give the kit its own name, sale price and income account.
- Tick This item is a kit under Inventory.
- Add the components. Click Add a component, choose each tracked item, and enter how many of it one kit takes.
- Click Save.
Each component must already be a tracked stock item. See How do I track stock in Kontuly?
What happens when I sell a kit?
On an approved invoice, each component comes out of stock: the number of kits times the component's quantity, at that component's own cost and to its own cost-of-sales account. A customer's return of a kit on a credit note brings its components back.
Can I buy kits?
No. Kits are only sold. Buy the components on bills and purchase orders, and they come into stock one by one.
Can I change a kit's components?
Only until the kit has been sold. After that the components are fixed, because a later return of an earlier sale brings back the components it was sold with. You can still change its name, price and accounts. To sell a different mix, create a new kit item. A kit used on a document can't stop being a kit; an unused one can be deleted.
Can a kit be on a contract with a payment schedule?
No. A contract with tracked stock items, kits included, can't have a payment schedule.
Related questions
- How do I track stock in Kontuly?Turn on stock tracking for an item in Kontuly so bills add stock, invoices take it out at cost and post cost of sales, with moving average or FIFO costing.
- How do I enter opening stock or a stocktake in Kontuly?Use a stock adjustment in Kontuly to enter opening stock, correct a stocktake count or write off damaged goods, against the right account.
- How do I add products and services as items in Kontuly?Save the products and services you sell or buy as items in Kontuly, with a price, account and tax rate, so invoice, quote and bill lines fill themselves in.
More about quotes, invoices and customers
- How do I add a customer or supplier in Kontuly?Add customers and suppliers to Kontuly's Contacts list, choose whether each is a customer, supplier or both, and archive the ones you no longer use.
- How do I create and send an invoice in Kontuly?Write an invoice in Kontuly as a draft, check it with Preview, then approve it to record the sale and email it to your customer with the PDF attached.
- How do I record a customer payment in Kontuly?Mark a Kontuly invoice as paid by matching the deposit in Banking or recording the payment by hand, including part payments and undoing a mistake.
- How do I void or cancel an invoice in Kontuly?Void an invoice in Kontuly when it should never have been issued, or raise a credit note when the customer is owed some of it back. When each one fits.
- How do I give a customer a credit note in Kontuly?Raise a customer credit note from an invoice in Kontuly to refund or reduce what a customer owes, then apply the credit to an invoice or pay it back.