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- Enter the kit product in the Find Product link box.
- Enter the kit quantity to order.
- The system multiplies the quantity for each sub-product by the number specified. For example, if a kit includes two units of Widget B and a user places an order for two units of the kit product, the Widget B order line will have a quantity of 4.
- The system multiplies the quantity for each sub-product by the number specified. For example, if a kit includes two units of Widget B and a user places an order for two units of the kit product, the Widget B order line will have a quantity of 4.
- Click Add.
- By default, Aptify automatically collapses a kit product's sub-products when it is added to an order into a single top level order line for the kit product. However, an organization can automatically expand the sub-products if desired. See the discussion of the IsExpandKitProduct attribute in About Orders Entity Attributes for details.
- A user can also toggle the Expand Kits option in the Aptify Desktop interface or click the Expand Kit/Collapse Kit button in the Aptify Web interface that appears in the Orders form's Lines area to expand and collapse the sub-products for an order's kits.
- See the example from the Aptify Desktop interface below. The first order line is for the kit product. Then, beneath the kit's order line appears one order line per sub-product in the kit. Note that the sub-product's order lines appear in light yellow. Each line automatically displays the correct quantity for each item included in the kit.
- See the example from the Aptify Desktop interface below. The first order line is for the kit product. Then, beneath the kit's order line appears one order line per sub-product in the kit. Note that the sub-product's order lines appear in light yellow. Each line automatically displays the correct quantity for each item included in the kit.
- Modify the quantity, price, and/or discount for the kit's order line, if necessary.
- When you update the quantity at the kit level, the quantity on the sub-product order lines update automatically.
- Price and Discount information is only applicable at the kit level.
- Note to delete a kit, delete the kit's order line. This removes all associated sub-product order lines.
- Specify the Order Line Details for the kit and its sub-products, as necessary.
- See Specifying Order Line Details for details.
While the Price, Quantity, and Discount fields are only applicable to the kit order line, a user can specify other Order Line Details information for the kit's sub-product order lines. For example, one sub-product can be shipped to a different address than the rest of the order by specifying shipment information on the order line's Ship To tab.
Note For a kit product containing a Meeting product or a Subscription product, modification to the Order's order line to change the registrant or subscription recipient is not supported.
- Add additional order lines as necessary and continue processing the order. See Adding an Order Line for general instructions.
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If one or more kit sub-products do not satisfy their configured Minimum Selling Units requirement, then an order for this kit will not save (Aptify will prompt you with a message instead). In this case, increase the kit's quantity so that the quantity for each sub-product satisfies its Minimum Selling Units requirement. |
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