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Bundle Parts into a Kit

A kit groups parts you always use together. Add it to a job once and it expands into its component lines automatically — no re-picking each part every time.

Who this is for

Shops that repeat the same part combinations — a brake job, a PM oil change, a gasket set. Build the kit once and reuse it on every job.

What you'll learn

How to create a kit, add its component parts and quantities, and what happens to pricing and stock when a kit lands on an estimate or invoice.

Before you start
  • You'll need: The Manage Parts permission, and the component parts should already be in your catalog (see Add New Parts).
  • Good to know: A kit is a special kind of part. It shows a KIT pill in your catalog and carries a list of components instead of its own stock.

Quick summary

  1. Go to Parts & Inventory → Parts and click + Kit.
  2. Name the kit and (optionally) pick a category.
  3. Search and add each component part with its quantity.
  4. Click Create kit.
Step-by-step

Start a new kit.

From the Parts catalog, click + Kit (next to + Part). The Create kit window opens.

Name it and add components.

Give the kit a Name (the SKU auto-generates; category is optional). Under Components, search the catalog and click parts to add them, then set the Qty of each. The kit's rolled-up cost updates as you go.

Building a kit: name it, add components with quantities. The footer shows the kit's cost rollup; customer pricing is computed per component via your markup matrix.

Click Create kit.

The kit appears in your catalog with a KIT pill, ready to drop onto estimates and invoices.

Kits explode on the invoice. When you add a kit to an estimate or invoice, it expands into its individual component lines — so pricing stays accurate per part and stock is drawn from each component, not from the kit itself.
Editing a kit

Open the kit from the catalog and click Edit. Toggle This part is a kit on a regular part to convert it, or add/remove components and change quantities on an existing kit. (See Editing Existing Parts.)

Troubleshooting
Symptom Likely cause Fix
A part isn't in the component search It isn't in the catalog yet Add it first (see Add New Parts), then add it to the kit.
The kit's price looks off Pricing is per component, from your markup matrix Check each component's cost and the matrix (see Parts Pricing & Markup).
Stock didn't drop for the kit Stock is tracked on the components, not the kit That's expected — each component deducts when the job completes.
FAQs

Does a kit have its own stock?

No — a kit carries components. Stock lives on each component part and is drawn from them.

Can I change a kit's components later?

Yes — edit the kit to add, remove, or re-quantity components anytime.

How is a kit priced?

Per component, using your markup matrix. The kit window shows the rolled-up cost as a reference.