Kits

What is a Kit?

A Kit is a grouping function that lives inside of a Quote or Package. They are used to group together resources, labor, and items that are typically are used on a job together. For example, if a 200 Ton Crane is sent out with a specific Rigger and Spreader Bar every time it is used, all three of the entities can be grouped together in a kit.

Kits can be pre-saved, but only as part of a package. If a Kit is created in a new Quote, then it will have to be built from scratch. If a Kit is saved within a Package, then it can be re-used as needed.

Kits can also have their own pricing that is separate from the sum of the total amount billed from its grouped entities. This will be explained further later.

Adding a Kit on a Quote

Please follow the steps below to add a Kit to a Quote

1. Navigate to Quotes -> New Quote
2. Ensure the required fields are filled out in the "General" Section
3. Navigate to the "Resources & Items"
4. Click "Kit"
5. A new Window should appear with a dropdown field with the available Kit Names for selection.
   1. Note: These Kit names must be pre-configured before showing up in this list. This is done in the Desktop application by going to Lists -> Other Lists -> Rental Form -> Kit.

   2. 

6. Once a Kit Name is selected, please add any Equipment, Labor, Items, or Labels to this Kit.
   1. Once all of the necessary components have been added, click "Ok"

   2. 

7. Next the Kit Description will need to be added.
   1. Note that this is the text that will appear on the actual Quote and Quote letter visible to customers.

   2. 

8. If needed, double click on the Kit Name, or any component of the Kit to make additional edits.

Adding a Kit on a Package

Please follow the steps below to add a Kit to a Quote

1.) Navigate to Quotes -> Packages

2.) At the bottom of the page, click "New"

3.) Fill in the Package Name, Branch, and Group(Optional)

4.) Follow Steps 4 - 8 in the "Adding a Kit on a Quote Section above to add a Kit to this Package

5.) Note that once this Kit is saved to a Package, it will able to be re-used at a later time.

Kit Options and Pricing

The price of a Kit can be locked in at a Flat Rate. If this option is selected, no matter what the sum of the components add up to, the Kit price will not change. The system will show a "PLUG" item on a Kit when this function is used. The "PLUG" item will display if the Flat Price of the Kit exceeds the sum of the components, or if the Flat Kit price falls below the sum of the components.

Example 1:

Screenshot shows a surplus derived from the Flat Price Total being greater than the sum of the components

Example 2:

Screenshot shows a deficit derived from the Flat Price Total being less than the sum of the components:

In the "Template" section of a Quote, there will be options on how Kit pricing will appear on the Quote letter. Please see below for option details:

"Kit Total Only" checkbox: If this box is checked, only the Kit Total will show on the Quote Letter. Specifically, customers will not be able to see any other total costs outside of the Kits

"Include Kit Details in the Summary Grid" checkbox: Checking this box will show all of the Line Items on a Kit on the Quote Letter

Example 1: No Checkboxes Checked

Example 2: Kit Totals Only Checked

Example 3: Include kit details in the summary grid checked