What is an item kit? Item kits are a group of items that you sell as one package. When an item kit is sold all the items in the kit are deducted from inventory.
What's the benefit of selling an item kit? Normally the items within an item kit are discounted. This offers an incentive to the customer to buy the item kit rather than the individual items. For example, you could do a Wednesday afternoon tee time ($40), with a hot dog ($5) and a drink ($1). If the customer bought all of these items separately, it would be a total of $46; however, you could include all three of these items in an item kit and discount each one. You could do a $40 tee time with a $2 hot dog and a free drink. This makes customers more likely to buy a Wednesday afternoon tee time if it comes with a cheap hot dog and a free drink.
How do I create an Item Kit?
1. Go to "Inventory".
2. Click the "Item Kits" section at the top.
3. Click the "New Item Kit" button on the right.
4. Fill in the information for the new item kit
Details:
- Item Name: The name used for the item kit. Using the same tee time, hot dog and drink example, you could name this: Tee time & meal combo or something similar.
- Department: The revenue department for this item.
- Category: Refers to the category to be used for reporting purposes.
- Subcategory: Subcategory for reporting purposes.
- GL Code: If you use a General Ledger code, insert that code here.
- UPC#: The SKU/UPC/Item ID number. UPC's are not commonly used on item kits because they include multiple UPC numbers.
- Unit Price: This will be calculated on the next page. (Which is why it's grayed out).
- Unit Cost: This will be calculated on the next page. (Which is why it's grayed out).
- Max Discount: The maximum discount percentage allowed without manager approval. *Do NOT use a decimal here, use the percentage amount. For example: For a 20% max discount, type in "20," not "0.20"
Items:
This is where you will attach the items you are wanting to add in this item kit. NOTE: If you're adding a tee time, you will want to start by typing in either 9 or 18, this will pull the tee times from your settings. You will enter and choose from the drop-down menu the items you are wanting. The system will automatically give you the "Original Price". This price is pulled from the inventory item that you are adding. Most often, if an item is in an item kit it will be discounted to make the kit a good deal. You can change the price in the box on the right. This will total on the right based on the quantity and new price you entered. It will then give you a "Total Original Price" and "Total Selling Price" of the item. You can advertise this difference to show how good of a deal it is. Once your items are added, it should look something like the picture below.
How do I sell an item kit? Selling an item kit is the same as selling any regular inventory item.
- Go to the Sales module.
- Search for the name of the item kit.
- Select that item.
- Complete the sale using payment (cash, credit card, check, etc.).
What does an item kit look like in reporting?
In the sales report, the item will show the item kit name along with the individual items that are attached. Using our Golf & Meal Combo example, here is what it would look like in the sales report.
The Z out report will report each individual item's category and it will also include the item kit's category. The Item Kit's category will show as a total of $0.00 but it reports for tracking purposes. Then you can look back and see how many item kits you sold. Here is what our example would look like in the Z out report. Our Green fee revenue is showing under the category "Bryce Canyon Green Fees", our Coke is showing under the category "Drinks" and our hot dog is showing under the category "Food". Along with our three items, our item kit is showing under the "Item Kit" category for $0.00 because the price is being calculated on each individual item.
It will report this same way on all other reports. Here's a screenshot of the Categories report for an example.