A kitting template defines a new product that consists of other individual products.
To create the kitting you need to create a "base" product for the kit first. Go to menu item products, add a new product, and fill in the mandatory values.
SKU (1) - here you can assign a random unique number. This SKU will be an SKU for the whole kit you are going to create.
Name (2) of the kit, e.g Christmas Box
Management type (3) - can be none or lot
After creating the product, open the menu item Kitting templates (1):
Add a new template and enter the following values:
Template name (1), e.g. Christmas box 2021.
Select the product you just created in Select product to be kitted (2). As it was said above, this product is going to serve as the "base" of the kit.
Add all products and the respective quantities that make up the kit in Select necessary products for the kit (3)
To create a kit based on a lot-type product, at least one of the products included in the kit must be a lot-type.
The expiration date of the lot-type kit will be set to the earliest expiration date among all the lot-type products included.
Now you can either manually create kitting tasks and store assembled kits in your warehouse or directly create sales orders containing kits.