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Selling Groups of Items with Sales Kits

For many businesses items are often sold in groups, whether that is a gift basket you put together for a holiday, a service that you provide that ends up using your inventory items, an item that requires a deposit be charged, or just items that are commonly sold together. Each of those scenarios is a great reason to use Counterpoint’s Sales Kit functionality.

Counterpoint supports three types of sales kits:

  1. Tag-along Kits
  2. Grouped Tag-Along Kits
  3. Miscellaneous Kits
Each sales kit type works best for a different scenario.

Tag-along Kits

Tag-along kits are good for items that are frequently sold together.
Keep in mind, you can assign prompts to any of the components of a tag-along item kit. This feature allows a user to decide, at the time of the sale, whether to add each prompted component to the ticket when the user sells the parent item in Point of Sale.
To set up a tag-along kit:
1. Select Inventory → Sales Kits
2. Enter, scan, or look up the item that will be the first item sold in the Parent item field
3. Select Tag-along item from the Kit type drop-down
4. At the bottom of the window, enter or look up the Item number for the tag-along component
5. (Optional) Add a component prompt question to prompt the user whether to add the tag-along item to the ticket
6. Repeat Steps 4 and 5 for each item to be added to the kit
7. Click Save

Grouped Tag-along Kits

Grouped tag-along kits are good for items that have associated items that are almost always sold when the parent item is sold. Grouped tag-along kits also group the items so the component items are under the parent item.
Like tag-along kits, you can assign prompts to any of the components of a grouped tag-along item kit. This feature allows a user to decide, at the time of the sale, whether to add each prompted component to the ticket when the user sells the parent item in Point of Sale.
To set up a grouped tag-along kit:
1. Select Inventory → Sales Kits
2. Enter, scan, or look up the item that will be the first item sold in the Parent item field
3. Select Grouped tag-along item from the Kit drop-down
4. At the bottom of the window, enter or look up the Item number for the tag-along component
5. (Optional) Uncheck the box for Required if the component is not required
6. (Optional) Add a component prompt question to prompt the user whether to add the grouped tag-along item to the ticket if the component item is not required
7. Repeat Steps 4-6 for each item in the kit
8. Click Save

Miscellaneous Kits

To set up a miscellaneous kit:
1. Select Inventory → Sales Kits
2. Enter, scan, or look up the item that will be the first item sold in the Parent item field
NOTE: The parent item must be either a non-inventory or service type item
3. Select Miscellaneous from the Kit drop-down
4. At the bottom of the window, enter or look up the Item number for the kit component

5. (Optional) Choose an Allow substitution method:

  1. None-Item cannot be substituted
  2. Any Item – Item can be replaced with any other item
  3. Defined Substitutes – Item can be replaced with substitutes defined on the item’s Substitute Items tab

6. (Optional) If a substitution is defined, choose a Price Adjustment method:

  1. None – Price of the kit will not change with substitutions
  2. Adjust Price – Price of the kit will change based on the price difference between the original component item and the substituted item
  3. Increase Only – Price of the kit will only change if the substituted item’s price is higher than the original component item
7. Repeat steps 4-6 for all items in the kit
8. Click Save

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