A Kit is a collection of items that will be shipped together. Each item within a kit is called a “Kit Component”. Kits are used to easily bundle components that you want packed together on more than one occurrence.
- For Example: You want to pack the following item SKUs together on a fairly regular basis: “CHICKEN-LEG” and “TURKEY-LEG”. Rather than add each individual item to your orders every time, you can add the two items to a kit as kit components. A kit has its own SKU, referred to frequently as a “Kit Header”. In this instance, we can call it “MEAT-BUNDLE”. This way, you only need to add the SKU “MEAT-BUNDLE” to the order rather than “CHICKEN-LEG” and “TURKEY-LEG” to save time!
- For Example: You regularly sell quantities of 10 of the CHICKEN-LEG SKU at a time. Rather than needing to add a quantity of 10 to the order, you set them to CHICKEN-LEG-BUNDLE and only send the single line item with a quantity of 1
Creating and Adjusting Kits
Kits can be created or adjusted by our team on your behalf. Please send all kit and kit component information to us via a Zendesk ticket. We will create or edit the kit and confirm with your team when the action is complete.
Where are Kits and Kit Components located?
There are two ways to navigate to the Kits and Kit Component tables:
- From the left-hand navigation menu, select the “Inventory” dropdown and then “Items”.
- Under “Kits” and “Data”, select “Kit” to navigate you to the Kit Table, or “Kit Component” to navigate you to the Kit Component Table:
- You can navigate to these sections by using the Quick Navigation Menu and searching “Kit” or “Kit Component”:
Kit Table
The Kit Table shows all of your kits available within ColdTrack Live. Each kit consists of the following fields: Id, Client, Create Date, Modify Date, and SKU, shown in the columns across the top of the table.
- Id: The ID associated with the kit (specific to ColdTrack)
- Client: Your company’s name associated with the kit
- Create Date: The date the kit was created
- Modify Date: The last date the kit was modified
- SKU: The SKU encompassing the kit (i.e. Kit Header)
Each row within the table represents a single kit. If you select the Id within the table, you will be navigated to that individual Kit Record:
Kit Record
The Kit Record shows all of the kit components included within the selected kit, in addition to the information shown in the kit table.
You can select any of the Kit Component Ids within the record to navigate to that Kit Component Record:
Kit Component Table
The Kit Component Table shows all of your kit components available within ColdTrack Live along with the kit headers they are included in. You can reference this table to view all of your kit components and their associated kits in one place.
- For Example: You may want to view all of the kits that include SKU “CHICKEN-LEG”. You can add a filter to the SKU field to only display kit components for “CHICKEN LEG”. When the filter is applied, you will be able to view the kits that include this kit component, as well as the quantity included within each kit.
The kit component table provides the following fields: Id, Create Date, Kit, Modify Date, Quantity, and SKU which are shown in the table columns.
- Id: The ID associated with the kit component (specific to ColdTrack)
- Kit: The kit SKU (i.e. Kit Header) that the kit component belongs to
- Create Date: The date the kit was created
- Modify Date: The last date the kit was modified
- Quantity: The quantity of the kit component within the listed kit
- SKU: The SKU associated with the kit component
If you select a kit component Id within the table, you will be navigated that item’s Kit Component Record:
If you select the kit, you will be navigated to the Kit Record of the selected kit:
Kit Component Record
The Kit Component Record shows all of the information on the kit component within a record view. This includes all of the information that was within the kit component table.
- Note: If the same SKU is added to multiple kits, you will see a different row, kit component Id, and Kit listed for each of the kits that the component is included within.
- For Example: The SKU “CHICKEN-LEG” has been added to two kits, KIT002 and KIT003. You can see that the SKU is listed twice, once for each kit that it is included within:
Adjusting the Tables
There are a few ways to interact with the tables to adjust the data within them:
- Filters can be used to narrow down your data set to only look at specific data.
- For Example: If you only want to view kit components for a specific kit, you can add a filter on the “Kit” field to narrow down the data within the table to only that specific kit:
- For Example: You want to view all kits that have a specific SKU listed as a kit component. You can add a filter on the SKU field to only view kits that include that SKU:
- Columns can be adjusted to show or hide data within the table. Any columns that are toggled on will have data displayed in the table. Any columns that are toggled off will not be displayed:
- Sorting can be used to sort the rows by a certain kit or kit component field:
