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Kafinea

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Kafinea

Marketing

6
  • Prospects
  • The business
  • Sending emails and SMS
  • Campaigns
    • Marketing campaigns
    • Setting up email and SMS campaigns
    • Calculating forecast margins for a campaign

Sales

15
  • Customer accounts
  • Contacts
  • Customer quotations
  • Customer purchase orders
  • Customer credit notes
  • Company Search (SIRENE)
  • Invoicing
    • Classic invoicing
    • Advancement invoicing
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    • Electronic invoicing
  • Payments
    • Customer payments
    • Associating a payment with one or more invoices
  • Price list
    • The use of a price list
    • Pricing strategies
    • Administrator's Guide to Pricing

Purchasing

5
  • Suppliers
  • Supplier purchase orders
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  • Supplier credit notes
  • Supplier payments

Catalog

8
  • The products
  • Services
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  • Units of measurement
  • Sourcing Management
  • Generic products
  • Product kits
  • The Supplier Order Assistant

Finance

18
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  • Accounting
    • Accounting
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Human Resources

16
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Project Management

4
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7
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Maintenance

4
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Inventory Management

8
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Points of Sale

5
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Records Management

6
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  • The electronic signature
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Automation

3
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Artificial Intelligence

5
  • The AI text assistant
  • The AI Chatbot
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  • Connect an external AI (MCP)
  • AI-powered invoice OCR

Integrations

7
  • API
    • REST API – Introduction
    • REST API – Authentication
    • REST API – CRUD Operations
    • REST API – Entity Relationships
    • REST API – Requests and Queries
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    • REST API – Dropdown Lists (Picklists)

Kafinea interface

8
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Setting

16
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    • Lead conversion mapping
    • Project business mapping

Career Guides

1
  • Allow employees to update their HR records on their own
  • Kafinea
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  • Catalog
  • Product kits
View Categories

Product kits

4 minutes

📍 Where can I find this module?
Main Menu > Catalog > Products

A kit (or bundle) is a product consisting of several sub-products. It allows you to sell a set of items under a single product code while maintaining traceability for each component.

Example: A "Workstation" bundle may include a monitor, a keyboard, and a mouse, sold together at a single price.


1. Create a kit #

  1. Create or open a product in Main Menu > Catalog > Products.
  2. In the Product Bundles tab, add the products that make up the kit by clicking "Select a product."
  3. For each component, indicate the quantity included in the kit.

As soon as a product includes at least one accessory, it is considered a kit.


2. How the kit price is calculated #

The " Pricing " section of the kit appears on record kit record . It contains the " Kit Price Calculation Method " field, which determines how the selling price is calculated:

Fashion Behavior
Manual entry The price is entered manually on the kit. Kafinea does not recalculate it when the components change.
Calculated based on the components The selling price of the kit is calculated automatically as the sum of the unit prices of its components, weighted by their quantities.

3. Display and behavior of the record #

3.1 Contextual banner in the Pricing Information block #

An informational banner appears at the top of the pricing section:

  • In Manual Entry mode: "Manual Entry: The price is not automatically recalculated based on the components."
  • In " Calculated from components " mode: "The selling price of this kit is automatically calculated based on its components."

3.2 " Unit Price (Read-Only)" field + "Calculated (Kit)" label #

In " Calculated from Components " mode, the Unit Price field is read-only and displays a "Calculated (kit)" label . A tooltip explains: "This price is automatically calculated based on the kit's components. Switch to 'Manual Entry (no recalculation)' mode to enter it."

In Manual Entry mode, the field becomes editable again.

3.3 Automatic Recalculation #

When the mode is set to "Calculated from components," the kit price is automatically recalculated in the following cases:

  • Add or remove a component.
  • Changing the quantity of a component.
  • Change to the unit price of a component.

4. Business Rules #

  1. A kit cannot be a generic product. The two concepts are mutually exclusive. If you try to select " Generic Product " for a kit, Kafinea will block the save with the message:

    A generic product cannot be a kit.

  2. A kit cannot be a specific product (linked to a generic product). The message displayed is:

    A specific product cannot be a kit.

  3. A generic product cannot be added as a component of a kit. The message displayed is:

    A generic product cannot be added as a component of a kit.

  4. A specific product cannot be added as a component of a kit. The message displayed is:

    A specific product (a variant of a generic product) cannot be added as a component of a kit.

Note: These rules ensure the consistency of the catalog. Kits consist of "standard" products (neither generic nor specific). To manage supplier sourcing, use generic products.


5. Frequently Asked Questions #

Why can't I check "Generic Product" for my kit?
Because a kit consists of specific components with set prices, whereas a generic product is an abstract model whose price is calculated based on child specifications. The two pricing mechanisms are incompatible.

Why is the unit price of my kit read-only?
Because the calculation mode is set to "Calculated from components." The price is the sum of the prices of its components. To enter it manually, switch the mode to " Manual entry."

The price of my kit isn't updating after I changed a component. Why is that?
Make sure the calculation mode is set to " Calculated from components " and not " Manual entry." In manual mode, the price is never automatically recalculated.

Can I nest kits (a kit inside a kit)?
Yes, a component of a kit can itself be a kit. However, automatic recalculation does not cascade: if you modify a component of the sub-kit, the price of the sub-kit will be recalculated (if it is in "Calculated from components" mode), but the parent kit will not be automatically recalculated. You will need to manually modify the parent kit (for example, by removing and then re-adding the sub-kit) to trigger its recalculation.


Related references 🔗 #

  • The products
  • Generic products
Index
  • 1. Create a kit
  • 2. How the kit price is calculated
  • 3. Display and behavior of the record
    • 3.1 Contextual banner in the Pricing Information section
    • 3.2 "Unit Price (Read-Only)" field + "Calculated (Kit)" label
    • 3.3 Automatic Recalculation
  • 4. Business Rules
  • 5. Frequently Asked Questions
  • Related references 🔗

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  • Features
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