This article will cover how to create / add a new Kit and how to hide the Kit line items on Customer facing documents



For information about what a Kit is, please review our article -What is a Kit?



How to create / add a new Kit

  1. From the Blackpurl Header > Click User-added image > User-added image

  

User-added image


  1. Complete the relevant details on the New Kit window and then click User-added image


User-added image
Code:                Type in a quick code that would help users recognise this Kit

Description:      Type in the description of this Kit

Can it be Split:  Indicates when you have added this Kit to a Customer Order, whether or not the user split 
 the kit up ie delete items etc

Service Kit:       Indicates whether or not this Kit can be used on a Service Job

If Service Kit is selected, there will be additional information that you will need to complete ie Concern / Cause / Correction, What Transaction Types can use this Kit etc


User-added image


Tip:

When entering text in the Concern / Cause / Correction sections - you will need to press Enter on your keyboard to accept the text

Any text entered into Concern / Cause / Correction will be able to be edited once on a Customer Order 



  1. Once you have saved the Kit, the system will open up the Kit record, for you to add items to this Kit


User-added image

To add items that you want to include in this Kit ie labour lines, parts, fees etc, click into the Search to Add field and search for item and then click on the item to select/add

User-added image


  1. Once you have added the item to the Kit, it will list in the Kit Content area for review of the Qty and Price
Continue to add all your items ie parts, labour lines, fees etc to the Kit until the contents of the Kit is complete
User-added image



Tip:

Fees can be added as a negative value to Kits


  1. Once the Kit contents is complete - review the pricing / quantity /  indicate if the line items are fixed (if they are fixed, the price cannot be changed etc)


Result - When this Kit is added to a Customer Order, all items listed in the Kit Content will automatically populate onto the Customer Order  


Tip:

Once the kit has been added to a Customer Order, the user will have the option of Breaking up the kit if required 

Simply click on and it will no longer be a kit but individual line items







How to hide the Kit line items on Customer facing documents 


There are two options on how a kits can show on Customer facing documents in Blackpurl 


Option 1 - show all kit line items (this is the default) 


The kit will show on all documentation in a Customer Order as you have created it 


The kit description and then a listing of all line items with prices - see example below of a Invoice Preview:




Option 2 - Hide all kit line items


The Dealership can elect to have the kit show up on Customer facing documents as just the description line with total


The kit will show all items on the Customer Order sections 



But when you print / email customer facing documents, the kit will only show up as the description line with total


This is an example of the above kit and how it will show up on a Invoice Preview as the description line only with total






If enable this option - navigate to System Settings > Settings and Controls - Shop settings and then move the toggle for the setting Hide kit details on documents 



These are the Customer facing documents that will now only show the Kit description and total:

  • Customer Approvals

  • Deal documents

  • Deposit Receipt

  • Invoice Preview

  • Checkout Invoice

 


This change will  NOT apply to the following documents:

  • Third party claim documents

  • Parts Picklist

  • Third-party and Internal invoices

  • Service Worksheet

  • Service Job Review