What is a kit?
A kit is a useful feature that allows you to consolidate frequently ordered items from your catalogs into a smaller group. This can save you and your team valuable time by eliminating the need to search for individual items every time you need to place an order.
Kits are especially helpful for businesses that regularly order the same set of items, such as office supplies or equipment. Instead of searching through multiple catalogs every time, you can simply select your pre-made kit and place your order with just a few clicks.
Prerequisites
Before you begin, ensure the following:
You have an Admin role to enable "Kits" privilege.
The items have already been added to a catalog on ProcureDesk.
Step-by-Step Instructions
Enabling Kits:
Step 1: Navigate to Privileges
Switch to "Admin".
Go to Configurations (on the left menu) > Manage Privileges
Step 2: Update the Privilege
From the list of privileges, edit the privilege you want to give access to create kits.
Scroll down to the bottom to find the "Kits" option. Check the boxes as per your use case and save.
Example use case: Consider that an admin in Company X will be responsible for creating and maintaining the kits on ProcureDesk. Therefore, we will edit the Admin privilege and check all the boxes for kits, ensuring the admin/s can create, update, delete, and view the kits.
For requestors, we will check the box for only viewing the kits by the normal users.
Creating Kits:
Go to Catalogs (from the left menu) > Kit
Click on Create New Kit > Search for the items and click on Add. (Ensure that the item already exists in an internal catalog on ProcureDesk)
After adding the items, name the kit and click on Create Kit.
The kits will be visible on Requests and Orders under "Add line items" in a similar manner as shown below.
Requestors can click on "Add" to directly add all the items in the kit at once, or else click on the kit name, check the items, and click on Add selected.
