Kits are a powerful feature in Ascora that allow you to bundle multiple supplies and labour into a single package, making it easier to add frequently used materials and services to Quotes or Jobs in just a few clicks. Instead of manually adding each individual item, you can streamline your workflow by using Kits to speed up quoting, improve consistency, and ensure accurate pricing.
By using Kits, you can:
✔ Standardize common jobs – Group frequently used supplies and labour for repeat work.
✔ Save time on quotes and invoices – Quickly add a full package instead of selecting individual items.
✔ Maintain pricing consistency – Set fixed prices or apply dynamic pricing based on costs and markups.
✔ Improve cost tracking – Ensure your quotes and invoices reflect the true cost of bundled materials and labour.
Kits can be customized with different pricing structures, allowing you to charge based on actual supply costs, a fixed markup, or a pre-set price. Whether you need to group standard job materials, pre-set service packages, or bundle promotional offers, Kits provide flexibility and efficiency.
Below, you'll find step-by-step instructions on creating, customizing, and managing Kits in Ascora to fit your business needs.
📽 Watch the video guides ⤵ https://www.notion.so/Creating-Editing-and-Cancelling-Quote-Bookings-189c74d8318280968e44f94b7116a912
From the Inventory Icon in the Top Menu, choose the Kits option.
1. Click the +New button to create a new Kit.
2. The Add New Kit pop-up window will display. Enter a Description for the Kit and then click the Save button.
3. The Kit Details Screen will display. Enter details for the Kit as required.
4. Set the Pricing Structure for the Kit. You can change your selection at any time.
▶ Sell Price of Components – will take the Sell Price of each Supply and/or Labour Item added to the Kit and combine these to create an overall Kit Sell Price.
▶ Markup on Cost – will apply a fixed markup percentage onto the cost price of each Supply and/or Labour Item added to the kit and use this to create an overall Kit Sell Price
▶ Fixed Price – Allows you to set a Fixed Sell Price for the Kit – regardless of the actual cost and sell prices for each individual Supply or Labour Item added to the Kit.
5. Add Supplies to the Kit by clicking the Add Supplies button. Enter a desired quantity against each Supply Item you wish to add to the Kit. When ready, click the Save button.
You can add Write-Ins to the Kit by clicking the Add Write In button.
6. Add Labour items to the Kit by clicking the Add Labour button. Enter the details for the Labour charge then click the Save button. The charge will be added to the Kit.
7. Click the Save button near the top of the screen to save the Kit.
