Choosing Kit Components for a Sales Order.

When selling a standard or custom kit, you'll need to use the "Components" window on the sales order to ensure you have the proper quantities to schedule the kits. Check out this article for a link to our training guide about Kits and Sales orders.

For both Standard and Custom kits, users can review components on a sales order. When utilizing standard kits, the only available updates will be selecting lot or serial numbers and bin locations for the components. In addition to these updates, custom kits products with variable components can have the components being ordered swapped out, deleted, or added on the fly.

For an up to date guide on kitting on sales orders, check out our training guide.