Create Kit from a Sales Order
I
Interested Bass
It would be amazing if you could create a Kit from a Sales Order. So for example if you create a quote with Kits and once you know the customer wants to go ahead, you could add these products to the Product Catalogue without having to re-create the kit through the product catalogue.
Paul Lutkajtis
Hi There!
Is this a Kit that you're building out on-the-fly within the Quote? If so, if you click the options button next to the kit's line item, you'll see a 'Save to catalogue' option that will save the configuration of items as a new kit in your catalogue.
Is this what you're after? :)
I
Interested Bass
Paul Lutkajtisunless I am looking in the wrong place, I don't have save to catalogue. If you can check our quote 47 - this is one that I need to save.
Paul Lutkajtis
Interested Bass: Ahhh, this Kit may have started as one from your catalogue that you've then modified on the Order? That option will only appear if you create the Kit from scratch on the order via the 'Add Product' button.
It's a good topic though, as we could potentially still add an option for EXISTING Kit line items when they're added to an order to 'Save as new kit' that would save a new Kit to the catalogue based on the one you added/modified :)
We'll have a think about this one :)
I
Interested Bass
Paul LutkajtisThank you, that would be a great option - speak to Cathy but we always use a kit from the get go - so your idea would be amazing :)