📍 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 #
- Create or open a product in Main Menu > Catalog > Products.
- In the Product Bundles tab, add the products that make up the kit by clicking "Select a product."
- 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 selling price and purchase price are entered manually on the kit. Kafinea does not recalculate them when the components change. |
| Calculated based on the components | The selling price and purchase price of the kit are calculated automatically as the sum of the component values, 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: Neither the selling price nor the purchase price is automatically recalculated based on the components.”
- In the " Calculated from components " mode: "The selling price and purchase price of this kit are automatically calculated based on its components."
3.2 " Unit Price " and " Purchase Price " fields are read-only + "Calculated (kit)" label #
In " Calculated from Components" mode, the "Unit Price " and "Purchase Price " fields are read-only and display a "Calculated (kit)" label . A tooltip explains: "This value is automatically calculated based on the kit's components. Switch to 'Manual Entry (no recalculation)' mode to enter it."
The purchase price of the kit is directly factored into the margin calculation for quotes, orders, and invoices that include this kit.
In Manual Entry mode, both fields become editable again.
3.3 Automatic Recalculation #
When the mode is set to "Calculated from components," the selling price and purchase price of the kit are automatically recalculated in the following cases:
- Add or remove a component.
- Changing the quantity of a component.
- Change in the unit price or purchase price of a component.
4. Business Rules #
-
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.
-
A kit cannot be a specific product (linked to a generic product). The message displayed is:
A specific product cannot be a kit.
-
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.
-
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 are the unit price and purchase price of my kit read-only?
Because the calculation method is set to "Calculated from components." Both values are the sum of the corresponding values of their components. To enter them 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, neither the selling price nor the purchase price is 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.