Kits are simply a way to group products for purposes of selling them as a single unit in an opportunity or billing. A product can be sold by itself or bundled together in a kit.
To create a kit all of the kit components must be setup as products already. Once all of the kit components are created follow these steps.
- Navigate to the product tab and Create a new product for the Kit. Make sure the inventory type is set to "Kit". The unit cost of the kit should be the sum of the cost of its components, and should always be in the base currency of your organization.
- Under the Product Parts related list select new product part. Add the quantity of the unit to be included in the kit and click save.
- Repeat with any additional product parts