📍 Where can I find this module?
Main menu > Catalog > Products
A kit (or bundle) is a product made up of several sub-products. It allows you to sell a set of items under a single reference, while keeping traceability for each component.
Example: A “Workstation” kit can 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 Sub-products (Product Bundles) tab, add the products that make up the kit by clicking “Select a product”.
- For each component, specify the quantity included in the kit.
As soon as a product has at least one sub-product, it is considered a kit.
2. How the kit price is calculated #
The Kit pricing block appears on the record of a kit product. It contains the Kit price calculation mode field, which determines how the sale price is obtained:
| Mode | Behavior |
|---|---|
| Manual entry | The sale price and purchase price are entered manually on the kit. Kafinea does not recalculate them when components change. |
| Calculated from components | The kit’s sale price and purchase price are calculated automatically as the sum of the components’ values, weighted by their quantities. |
3. Display and behavior on the kit record #
3.1 Context banner in the Pricing information block #
An information banner appears at the top of the pricing block:
- In Manual entry mode: “Manual entry: neither the sale price nor the purchase price is automatically recalculated from the components.”
- In Calculated from components mode: “The sale price and purchase price of this kit are calculated automatically from its components.”
3.2 Read-only Unit price and Purchase price fields + “Calculated (kit)” badge #
In Calculated from components mode, the Unit price and Purchase price fields are displayed as read-only and accompanied by a “Calculated (kit)” badge. A tooltip specifies: “This value is calculated automatically from the kit’s components. Switch to Manual entry mode (no recalculation) to enter it.”
The kit’s purchase price directly feeds the margin calculation on quotes, orders, and invoices containing this kit.
In Manual entry mode, both fields become editable again.
3.3 Automatic recalculation #
When the mode is Calculated from components, the kit’s sale price and purchase price are recalculated automatically in the following cases:
- Adding or removing a component.
- Changing a component quantity.
- Changing a component’s unit price or purchase price.
4. Business rules #
-
A kit cannot be a generic product. These two concepts are mutually exclusive. If you try to check Generic product on a kit, Kafinea blocks the save with the message:
A generic product cannot be a kit.
-
A kit cannot be a specific product (attached to a generic). 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 (child of a generic) cannot be added as a component of a kit.
Note: These rules ensure catalog consistency. Kits group “standard” products (neither generic nor specific). To manage supplier sourcing, use generic products.
5. Frequently asked questions #
Why can I not check “Generic product” on my kit?
Because a kit groups concrete components with defined prices, whereas a generic product is an abstract model whose price is calculated from child specifics. The two price calculation mechanisms are incompatible.
Why are the unit price and purchase price of my kit read-only?
Because the calculation mode is Calculated from components. Both values are the sum of the corresponding values of its components. To enter them manually, switch the mode to Manual entry.
My kit price does not update after I modify a component—why?
Check that the calculation mode is Calculated from components and not Manual entry. In manual mode, neither the sale price nor the purchase price is recalculated automatically.
Can I nest kits (a kit within 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 sub-kit price will be recalculated (if it is in Calculated from components mode), but the parent kit will not be recalculated automatically. You will need to manually modify the parent kit (for example, by removing and then re-adding the sub-kit) to trigger its recalculation.