---
title: Sales Kit
slug: sales-kit
icon: 📃
docTags: 
createdAt: 2025-07-22T12:27:31.828Z
---

## Process Steps

- Create an Inventory Item with a Type = Kit
- Assign pricing and defaults to the new item.
- Create a new Kit record in Bill of Materials/Kits of Type = Kit with the parent item set as the item defined above
- Add Items to the Kit
- Publish the Kit

Note

- A Sales Kit is a phantom Item that represents the bundle of products established as part of the kit structure.
- Sales Kit's do not track Item Quantities or Item Costing.
- Sales Kits cannot be purchased.

The Price of a Sales Kit is Allocated to the items that make up the bundle on a prorated basis of individual prices for gross margin analysis.

Example :

Stereo Kit (Receiver & 2 Speakers) has Price of $1000

| Item     | Original Price | Allocated Price |
| -------- | -------------- | --------------- |
| Receiver | $300           | $260.87         |
| Speakers | $850           | $739.13         |
|          |                |                 |



## Fields -Header

![](https://api.archbee.com/api/optimize/Iyk_IiJ43DtU9egBYE6S_-S4b9UQKvPvZY0Rrore5te-20250722-184917.png)

### Publish (not shown)

This Action will change the Status to Active and allow the Kit to be used in Invoices.

### (1) Mark Obsolete

This Action will change the Status to Obsolete and not allow the Kit to be used again it is re-published.

An Obsolete status allows the kit to remain for historical purposes but it cannot be used in an Invoice

### (2) Edit

This Action will change the Status to Pending and not allow the Kit to be used again it is re-published.

A Pending Status is used to create or edit a kit.

### (3) Name

Enter an alphanumeric name to represent the Kit.

**(4) Type**

Allows the user to select between Kit or Bill of Materials.

### (5) Parent Item

The Inventory Item that has been created as Item Type = Kit.

The Parent Item is what will be referenced on an Invoice.

### (6) Status

The current status of the Kit.

## Fields -Grid

![](https://api.archbee.com/api/optimize/Iyk_IiJ43DtU9egBYE6S_-YW8OZe0xMF94EPztynj0E-20250722-185133.png)

### (1) Grid Actions

Select Action to Add, Delete or move an Inventory Item on the grid.

### (2) Status

Shows the status of the Inventory Item added to the grid.

### (3) Description

Displays the description of the Inventory Item added to the grid.

### (4) UOM

Displays the Unit of Measure for the Inventory Item added to the grid.

### (5) Design Quantity

Enter the Quantity of the selected item in the kit.

### (6) Comments

Optional - Enter additional comments relating the Inventory Item added to the grid.