Customer Administrator: Use this procedure to add and define a kit template. This template will be available to your regions and locations to use as is or to customize to their local level. Local customization can include adding attributes, adding items, and changing quantities.
On the Add Items to Kit page, you have several options for viewing the items. Keep in mind that you may want to keep this list small so that you can view them within your window without scrolling, and then use the pagination tools to page through the list. Also, you can easily locate an item by enter all or part of its name in the Search field. Remember to clear the search field again to view the entire list of available items.
Following are additional tips on adding items to a kit:
- On the Add Items to Kit page, use the right arrow to add an item and the left arrow to remove one.
- When you save, the category tree refreshes to show the new kit. Kit templates that you construct are assigned the unique kit icon.
To add a kit template
- Click Settings and select Categories.
- In the left pane, locate and select the item type where you want to add this kit.
- Click Add Kit. The right pane shows the fields to complete.
- Enter the Name and, if appropriate, a Description.
- In the Optional Attributes section:
- Click Add Attribute. The Attribute window opens.
- Click each attribute you want to add to this type.
- When you are done, click Close.
- To make an attribute required, select its Required check box.
- To add items to the kit:
- Click Edit Items. The Add Items to Kit page opens.
- In the Items (left) pane, locate and select an item.
- Click the right arrow to add it to the kit. The item appears in the Kit Items pane.
- Indicate the Amount.
- Repeat these steps to continue adding items.
- When you are finished, click Done. The Add Items to Kit page closes. The Items table shows the items (and the amounts) you added to the kit.
- Click Save. The kit is added to your category hierarchy.