Step 1: Create a Kit
Select products associated to the kit
Click Create Kit (
) icon
Name the Kit
Click into the parent line to enter the manufacturer and model number
π‘ Tip: If you're looking to add multiple datasheets to a single product, you can add those additional datasheets to the components!
π‘ Tip: To remove a components from a kit, you can click on the three vertical dots and select Remove from kit
Use Case 1 - Quoting
Add pricing to the components and it will auto-calculate to the kit line
π‘ Tip: If it is a lot, you will add it to the kit line.
When ready to generate your quote click Create Quote
You have the option to show the components by toggling on "show kit breakdown" in the Pricing and Lead time tab.
Note: this will only show the component details, not the pricing
Use Case 2 - Submittals and O&Ms
Once a kit has been created, you can choose to add datasheets to the kit or components
π‘Tip: Adding a datasheet only to components will have the datasheets roll up to the kit line
When you're ready to compile the submittal, click Create Document, Create Submittal
Expand on the Contents Formatting section to show or hide the kit breakdown
Toggling off Show Kit Breakdown will hide the components from the table of contents
Toggling on Show Kit Breakdown will have the components listed on the table of contents