{"id":2414,"date":"2022-06-06T14:33:40","date_gmt":"2022-06-06T14:33:40","guid":{"rendered":"https:\/\/stoneedge.com\/kb\/?post_type=ht_kb&#038;p=2414"},"modified":"2025-08-05T14:19:32","modified_gmt":"2025-08-05T14:19:32","slug":"kits","status":"publish","type":"ht_kb","link":"https:\/\/stoneedge.com\/kb\/articles\/kits\/","title":{"rendered":"Inventory Kits within Stone Edge"},"content":{"rendered":"<h2>Overview<\/h2>\n<p>Main Menu -&gt; Gear Icon (Settings) -&gt; Inventory Functions (Left-Hand Menu) -&gt; Kits<\/p>\n<ul>\n<li>Kits are collections of inventory items that are usually gathered at the time an order is placed to produce a single product, such as a gift basket.<\/li>\n<li>A Kit SKU is also referred to as the Parent Kit SKU.<\/li>\n<li>The individual items may be sold separately or together as a kit.<\/li>\n<li>The individual components of a kit track quantity on hand and cost information.<\/li>\n<li>Analogy: A Kit is a &#8220;virtual&#8221; SKU that cannot be &#8220;broken down&#8221; into its components. It is not necessary nor possible to transfer inventory units between the parent SKU and its components.<\/li>\n<li>Once a Kit SKU is defined, it is best to leave it intact rather than change its components.<\/li>\n<li>Create new Kit SKUs as the need arises to avoid potential inventory problems when kits are returned or exchanged.<\/li>\n<li>When an order for a Kit SKU is placed, Stone Edge displays:\n<ul>\n<li>Just the Kit SKU on the order.<\/li>\n<li>Shows the individual components that make up the Kit.<\/li>\n<\/ul>\n<\/li>\n<li>NOTE: Hiding the individual line items is the most common choice, as customers can be easily confused by seeing multiple line items when they only purchased one item.<\/li>\n<li>Stone Edge is programmed to assume the following:\n<ul>\n<li>Kits are always in stock; if all the parts are there, it never shows a proper Quantity on Hand.<\/li>\n<li>The cost of a kit as displayed in the inventory is $0.00<\/li>\n<li>The price of a kit is determined by the price charged when the order was imported.<\/li>\n<li>If the order is manual, the price is based on the recoded value in Stone Edge inventory records for the combined items of the Kit if the Kit&#8217;s price has not been set.<\/li>\n<\/ul>\n<\/li>\n<li>A kit&#8217;s QOH is not tracked, but the individual items that comprise the\u00a0Kit are tracked.<\/li>\n<li>If system parameter\u00a0CheckInventory=TRUE -&gt; Stone Edge will subtract the number of units required to make the\u00a0Kit\u00a0from the QOH of each component<\/li>\n<li>If any components are not in stock, the program will create a backorder with the default supplier for the number of pieces required to produce a complete kit.\n<ul>\n<li>NOTE: This can be affected by system parameter DropShipCheckQOH<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2>Kits Screen Overview<\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2425\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/05\/Kits-Screen.png\" alt=\"\" width=\"624\" height=\"412\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/05\/Kits-Screen.png 624w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/05\/Kits-Screen-300x198.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/05\/Kits-Screen-50x33.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/05\/Kits-Screen-60x40.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/05\/Kits-Screen-100x66.png 100w\" sizes=\"auto, (max-width: 624px) 100vw, 624px\" \/><\/p>\n<h4>Define Kits<\/h4>\n<ul>\n<li>Kit SKU\u00a0-&gt; Pick an SKU that will be the Parent Kit SKU.\n<ul>\n<li>Show -&gt; gives options for the dropdown menu to the right (can also type in box).\n<ul>\n<li>All -&gt; will give a list of the entire inventory.<\/li>\n<li>Just Kits -&gt; Only views already made kits.<\/li>\n<\/ul>\n<\/li>\n<li>Search -&gt; on click open &#8220;Search Inventory&#8221; pop-up -&gt; can enter criteria for specific searches to find matching inventory item.<\/li>\n<\/ul>\n<\/li>\n<li>Muti-Select -&gt; on click open &#8220;Select Items to Add&#8221; pop-up -&gt; allows multiple items to be selected at once and added to Kit.<\/li>\n<li>SKU to Add -&gt; SKU that will be part of the Kit.\n<ul>\n<li>Dropdown -&gt; looks at all possible items to add to Kit (can also type in box).<\/li>\n<li>Search -&gt; on click open &#8220;Search Inventory&#8221; pop-up -&gt; can enter criteria for specific searches to find matching inventory item.<\/li>\n<li>Qty -&gt; increase and decrease amounts of the item to add to Kit using ^ and the v button.<\/li>\n<li>Add -&gt; Adds item in the &#8220;SKU to Add&#8221; box with the amount determined by &#8220;Qty.&#8221;<\/li>\n<li>Delete -&gt; Delete item in Kit currently selected in the list.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h4>Parts in the Kits<\/h4>\n<ul>\n<li>Part SKU -&gt; SKU given for item to be part of Kit.<\/li>\n<li>Quantity -&gt; number of items in specific Kit.<\/li>\n<li>Item Name -&gt; Name given for item to be part of Kit.<\/li>\n<li>Inherit Kit Options -&gt; if checked.\n<ul>\n<li>Attributes associated with the Kit SKU will be copied into the Options fields of each component in the Kit when the Kit is selected.<\/li>\n<li>Does not alter the Options field on the individual item&#8217;s page on the &#8220;View Inventory&#8221; screen.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2>Creating a Kit SKU<\/h2>\n<p>Main Menu -&gt; Manage My Inventory -&gt; Kits (Left-Hand Menu)<\/p>\n<ol>\n<li>Main Menu -&gt; Manage My Inventory.<\/li>\n<li>Top-right screen, press &#8220;Add.&#8221;\n<ol>\n<li>Local SKU -&gt; create the SKU for the Kit. (the example below shows the SKU that ends in Kit for easy identification)<\/li>\n<li>Item Name -&gt; Kit Name, this can be anything.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2426\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/05\/Cretaing-a-KIT-SKU-INV.png\" alt=\"\" width=\"624\" height=\"424\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/05\/Cretaing-a-KIT-SKU-INV.png 624w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/05\/Cretaing-a-KIT-SKU-INV-300x204.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/05\/Cretaing-a-KIT-SKU-INV-50x34.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/05\/Cretaing-a-KIT-SKU-INV-60x41.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/05\/Cretaing-a-KIT-SKU-INV-100x68.png 100w\" sizes=\"auto, (max-width: 624px) 100vw, 624px\" \/><\/li>\n<\/ol>\n<\/li>\n<li>Primary Supplier.\n<ol>\n<li>Select your Supplier\u00a0 or set it to Default Supplier<\/li>\n<li>Suppliers Sku. if you created this kit this would be the same as the local Sku.<\/li>\n<li>The cost for kits should be 0.00 the cost is pulled from the Kit Part SKUs.<\/li>\n<\/ol>\n<\/li>\n<li>Add Kit Parts.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2428\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/05\/Creating-a-Kit-Sku-Parts.png\" alt=\"\" width=\"624\" height=\"435\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/05\/Creating-a-Kit-Sku-Parts.png 624w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/05\/Creating-a-Kit-Sku-Parts-300x209.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/05\/Creating-a-Kit-Sku-Parts-50x35.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/05\/Creating-a-Kit-Sku-Parts-60x42.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/05\/Creating-a-Kit-Sku-Parts-100x70.png 100w\" sizes=\"auto, (max-width: 624px) 100vw, 624px\" \/>\n<ol>\n<li>Click &#8220;Kit&#8221; on the left-hand sidebar.<\/li>\n<li>Add items to the Kit.\n<ul>\n<li>Type or use the dropdown menu to select items to be components in the Kit.<\/li>\n<li>Select the quantity.<\/li>\n<li>Click &#8220;Add.&#8221;<br \/>\nNOTE: Click Multi-Select if you want to add items in bulk.<\/li>\n<\/ul>\n<\/li>\n<li>If needed, checkmark the &#8220;Inherit Kit Options&#8221; box per item.<\/li>\n<li>Add all desired items to the Kit until the Kit is complete.<\/li>\n<li>Be sure to save as you go.<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>Overview Main Menu -&gt; Gear Icon (Settings) -&gt; Inventory Functions (Left-Hand Menu) -&gt; Kits Kits are collections of inventory items that are usually gathered at the time an order is placed to produce a single product, such as a gift basket. A Kit SKU is also referred to as the&#8230;<\/p>\n","protected":false},"author":8,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[103,19,20],"ht-kb-tag":[105,104],"class_list":["post-2414","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-inventory","ht_kb_category-reference-topics","ht_kb_category-step-by-step-instructions","ht_kb_tag-inventory","ht_kb_tag-kits"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Inventory Kits within Stone Edge - Stone Edge Order Manager<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/stoneedge.com\/kb\/articles\/kits\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Inventory Kits within Stone Edge - Stone Edge Order Manager\" \/>\n<meta property=\"og:description\" content=\"Overview Main Menu -&gt; Gear Icon (Settings) -&gt; Inventory Functions (Left-Hand Menu) -&gt; Kits Kits are collections of inventory items that are usually gathered at the time an order is placed to produce a single product, such as a gift basket. A Kit SKU is also referred to as the...\" \/>\n<meta property=\"og:url\" content=\"https:\/\/stoneedge.com\/kb\/articles\/kits\/\" \/>\n<meta property=\"og:site_name\" content=\"Stone Edge Order Manager\" \/>\n<meta property=\"article:modified_time\" content=\"2025-08-05T14:19:32+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/05\/Kits-Screen.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/stoneedge.com\\\/kb\\\/articles\\\/kits\\\/\",\"url\":\"https:\\\/\\\/stoneedge.com\\\/kb\\\/articles\\\/kits\\\/\",\"name\":\"Inventory Kits within Stone Edge - Stone Edge Order Manager\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/stoneedge.com\\\/kb\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/stoneedge.com\\\/kb\\\/articles\\\/kits\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/stoneedge.com\\\/kb\\\/articles\\\/kits\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/stoneedge.com\\\/kb\\\/wp-content\\\/uploads\\\/2022\\\/05\\\/Kits-Screen.png\",\"datePublished\":\"2022-06-06T14:33:40+00:00\",\"dateModified\":\"2025-08-05T14:19:32+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/stoneedge.com\\\/kb\\\/articles\\\/kits\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/stoneedge.com\\\/kb\\\/articles\\\/kits\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/stoneedge.com\\\/kb\\\/articles\\\/kits\\\/#primaryimage\",\"url\":\"https:\\\/\\\/stoneedge.com\\\/kb\\\/wp-content\\\/uploads\\\/2022\\\/05\\\/Kits-Screen.png\",\"contentUrl\":\"https:\\\/\\\/stoneedge.com\\\/kb\\\/wp-content\\\/uploads\\\/2022\\\/05\\\/Kits-Screen.png\",\"width\":624,\"height\":412},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/stoneedge.com\\\/kb\\\/articles\\\/kits\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/stoneedge.com\\\/kb\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Inventory Kits within Stone Edge\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/stoneedge.com\\\/kb\\\/#website\",\"url\":\"https:\\\/\\\/stoneedge.com\\\/kb\\\/\",\"name\":\"Stone Edge Order Manager\",\"description\":\"Documentation for the Stone Edge Order Manager\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/stoneedge.com\\\/kb\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Inventory Kits within Stone Edge - Stone Edge Order Manager","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/stoneedge.com\/kb\/articles\/kits\/","og_locale":"en_US","og_type":"article","og_title":"Inventory Kits within Stone Edge - Stone Edge Order Manager","og_description":"Overview Main Menu -&gt; Gear Icon (Settings) -&gt; Inventory Functions (Left-Hand Menu) -&gt; Kits Kits are collections of inventory items that are usually gathered at the time an order is placed to produce a single product, such as a gift basket. A Kit SKU is also referred to as the...","og_url":"https:\/\/stoneedge.com\/kb\/articles\/kits\/","og_site_name":"Stone Edge Order Manager","article_modified_time":"2025-08-05T14:19:32+00:00","og_image":[{"url":"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/05\/Kits-Screen.png","type":"","width":"","height":""}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"5 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/stoneedge.com\/kb\/articles\/kits\/","url":"https:\/\/stoneedge.com\/kb\/articles\/kits\/","name":"Inventory Kits within Stone Edge - Stone Edge Order Manager","isPartOf":{"@id":"https:\/\/stoneedge.com\/kb\/#website"},"primaryImageOfPage":{"@id":"https:\/\/stoneedge.com\/kb\/articles\/kits\/#primaryimage"},"image":{"@id":"https:\/\/stoneedge.com\/kb\/articles\/kits\/#primaryimage"},"thumbnailUrl":"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/05\/Kits-Screen.png","datePublished":"2022-06-06T14:33:40+00:00","dateModified":"2025-08-05T14:19:32+00:00","breadcrumb":{"@id":"https:\/\/stoneedge.com\/kb\/articles\/kits\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/stoneedge.com\/kb\/articles\/kits\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/stoneedge.com\/kb\/articles\/kits\/#primaryimage","url":"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/05\/Kits-Screen.png","contentUrl":"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/05\/Kits-Screen.png","width":624,"height":412},{"@type":"BreadcrumbList","@id":"https:\/\/stoneedge.com\/kb\/articles\/kits\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/stoneedge.com\/kb\/"},{"@type":"ListItem","position":2,"name":"Inventory Kits within Stone Edge"}]},{"@type":"WebSite","@id":"https:\/\/stoneedge.com\/kb\/#website","url":"https:\/\/stoneedge.com\/kb\/","name":"Stone Edge Order Manager","description":"Documentation for the Stone Edge Order Manager","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/stoneedge.com\/kb\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"}]}},"_links":{"self":[{"href":"https:\/\/stoneedge.com\/kb\/wp-json\/wp\/v2\/ht-kb\/2414","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/stoneedge.com\/kb\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/stoneedge.com\/kb\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/stoneedge.com\/kb\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/stoneedge.com\/kb\/wp-json\/wp\/v2\/comments?post=2414"}],"version-history":[{"count":5,"href":"https:\/\/stoneedge.com\/kb\/wp-json\/wp\/v2\/ht-kb\/2414\/revisions"}],"predecessor-version":[{"id":3793,"href":"https:\/\/stoneedge.com\/kb\/wp-json\/wp\/v2\/ht-kb\/2414\/revisions\/3793"}],"wp:attachment":[{"href":"https:\/\/stoneedge.com\/kb\/wp-json\/wp\/v2\/media?parent=2414"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/stoneedge.com\/kb\/wp-json\/wp\/v2\/ht-kb-category?post=2414"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/stoneedge.com\/kb\/wp-json\/wp\/v2\/ht-kb-tag?post=2414"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}