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Create a Kits and Components

Learn how to create Kits and components in your BOM and how to display it in your quote or submittal package.

Ni Nguyen avatar
Written by Ni Nguyen
Updated this week

🧩 Creating Kits & Managing Components in Parspec

Learn how to create kits from multiple line items and control whether your customers see the components included in those kits.


🔨 What is a Kit?

A kit is a parent line item that groups together multiple components (line items), typically used for products sold as a package.


✅ Two Kit Use Cases

  1. Hidden Components:

    • Components are grouped into a kit but are not visible to the customer.

    • Only the kit (parent item) appears in the submittal.

  2. Visible Components:

    • Both the kit and its component line items are shown to the customer.

    • Useful when you want to show what makes up the kit or attach unique documents per item.


🛠 How to Create a Kit

  1. Select multiple line items (e.g., using checkboxes).

  2. Click “Create Kit”.

  3. A blank kit line item will be added.

  4. Click the arrow next to the kit to view its components.

  5. Data sheets remain attached to each component.

  6. Optional: Add a document at the kit level.

  7. Rename the kit (e.g., “Area Lighting”).


🔒 Hiding Components in the Submittal

To hide components in your submittal package:

  • During submittal creation, go to the Contents Formatting step.

  • Toggle “Kit Component Breakdown” OFF.

  • Proceed to create the submittal.

  • In the Table of Contents:

    • Only the kit name will appear.

    • Data sheets from hidden components are still included under the kit.


👁️ Showing Components in the Submittal

To show components:

  • During submittal creation, go to Contents Formatting.

  • Toggle “Kit Component Breakdown” ON.

  • Recreate the submittal.

  • In the final document:

    • The kit appears as a parent line.

    • Each component is listed directly underneath with its details and attachments.


📌 Notes

  • Kits can help simplify the customer-facing submittal or provide greater transparency.

  • You can still attach individual documents to each component, even when they're grouped into a kit.

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