Setup editable kits or bundle products

Kitting is the process in which individually separate but related items are grouped, packaged, and supplied together as one unit.

For example, in ordering a PC online, a customer may select memory, drives, peripherals, and software from several alternatives. The supplier then creates a customised kit that is assembled and shipped as one unit.

In Neto, you can create a fixed kit (where customer do not get to chose what components make up a product) or an editable kit (where customers can chose what components make up a product). The system is flexible in it’s use, allowing you to set fixed pricing or allowing the items in the kit to determine the pricing.

Important: You cannot create a kit within another kit. This will cause issues with inventory.
  1. From the Neto dashboard, navigate to Products > Add Product.

  2. When asked, What type of product you want to create? select Product built from one or more other products.

  3. Scroll down to the New Kitted Product heading and give your kitted product a name, subtitle and description and allocate it to a product category.

  4. Leave the pricing section blank for now and we’ll come back to this.

  5. Under Images, we recommend uploading an image showing the different components so customers are aware that it is a hamper or package.

  6. Under Inventory, add a SKU which determines the name of this kit. By default, the SKU does not have any inventory added to it because it’s a ‘virtual’ product. This will be explained further in the next step.

  7. Under Kitting, click the green Add Product(s) button and add the components you want to ‘make up’ the kit. In here, you can overwrite the component price (which only changes the kit price) and also set a Qty.

    The kit will show an available inventory quantity that will match the component of the least amount of stock. In our example, it’s the component Nike Air Berwuda that has the least amount of stock. So on our webstore, our kit will show 20 in stock to prevent overselling when some components are unavailable.

  8. Please Note: To use the component dimensions to calculate shipping costs in checkout, you will need to turn on the Advanced Configuration SHIPCOST_CAL_BUNDLES. This can be found in Setup & Tools > All Settings & Tools > Advanced Configuration.

  9. Press ‘Continue’.

  10. Underneath the kitted products, there is an option which says Calculate Price From Component Prices which should match the prices of the Qty and Unit Prices together which will make up your base price on the webshop. Double check that it reflects accurately, if not, just simple change it to ensure it does.

  11. If you click the Editable Kit option, you will be shown a Min Qty, Max Qty and a Group option within your products.

  12. Setting a Min Qty tells customers they need to buy a minimum of X quantity of component before they buy the kit. If it’s optional, simply leave this blank. Similarly, if you only want to limit the amount of component customers buy, enter this here or leave it blank.

    An example of this would a milkshake maker with mixes, you might set your Qty’s like this:

    SKU Min Qty Max Qty Unit Price
    Blender 1 1 $129.00
    Chocolate_Flavour_Mix 0 5 $3.00
    Banana_Flavour_Mix 0 5 $3.00
    Strawberry_Flavour_Mix 0 5 $3.00

    This forces the customer to buy the blender as a minimum and gives the option to buy up to 5 of each flavour mix if they want for $3.00 each, although its not mandatory to buy any at all.

  13. In the above example though, you may want to provide a deal to customers where they get a blender and a choice of any 5 flavours for free. This is where the Group section is used. If we place the 3 flavour mixes into the the same group, customers can then pick out any flavours they want without restriction.

    To setup a group, simply click the edit icon next to the group and give an internal name, a full name (this is displayed on the webshop), a description, Min Qty and Max Qty. You can even take this an extra step and set User Group the customer which is affected by this group.

    Continuing to use our example in the screenshot above, we’ve created a group and set the Min and Max Qty to ‘5’ so customers are then forced to pick up to 5 products in the group.

    Here’s how our kitting will look in the table below. In the example, customers will be to buy up to 5 components of any flavour mixes.

    SKU Qty Min Qty Max Qty Unit Price Group
    Blender 1 1 1 $129.00 (no group)
    Chocolate_Flavour_Mix 0 0 5 $0.00 (group1)
    Banana_Flavour_Mix 0 0 5 $0.00 (group1)
    Strawberry_Flavour_Mix 0 0 5 $0.00 (group1)

    If customers attempt to buy more than the amount, an error will appear in checkout asking the customer to change the stock numbers to the maximum allowable limit.

  14. Under the option for Editable Kit, you will also see the option for Split for Warehouse Picking. This is primarily used when products are located at different locations and therefore separate labels for dispatch will need to be completed. You can also use this to show the breakdown of products when processing the order, and on the pick slip.

  15. Once you’ve completed your kitting, scroll down to Stock Control and keep your inventory settings as is. Your Inventory Policy should be set to Don’t track inventory for this SKU. As mentioned before, it will calculate the stock based off the lowest qty component.

    If you plan on physically creating kits and putting the components aside exclusively, then you can change Inventory Policy to track your inventory of the kits you’ve made up. Once stock reaches zero, it will then revert back to stock from the available components.

  16. Save changes, and your kit is now ready. Here is an example of a ‘Nike Gear’ setup we created and how it looks on the front-end as a final product. In this example, we’ve made the pants a mandatory purchase and given the customer 3 different pairs of shoes to purchase. They have to mix and match 5 pairs of shoes in order to complete the sale.

    And here’s how it looks on the webshop.

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Last Modified: 25/05/2017 Neto Version: 6.6


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