Introduction:
Kit templates in WebJoint allow businesses to streamline the process of building inventory kits for their drivers. By setting up a pre-defined collection of items, businesses can ensure consistency and speed in kit creation, eliminating the daily hassle of manually selecting items. This guide will walk you through creating a kit template.
Step-by-Step Guide:
1. Navigate to Settings:
On the WebJoint dashboard, locate and click on the "Settings" tab on the left-hand side panel.
2. Access Kit Templates:
Within the "Settings" options, click on "Kit Template."
3. Start Creating:
On the right side of the "Kit Template" page, you'll find a button labeled "Create New Kit Template." Click on this button to initiate the template creation process.
4. Select Products for Your Template:
Product: Start by selecting the product you wish to include in the kit from the dropdown list.
Variant: After choosing a product, specify the variant you want.
Quantity: Enter the number of units of the chosen product variant you'd like in the kit.
Continue adding as many products and their variants as necessary for your kit.
5. Monitor Retail Value:
WebJoint provides a dynamic display of the current retail value of the items you're adding to the kit template. This feature is essential, ensuring that you don't surpass the legal sales limit established by your state. Regularly check this value to stay compliant.
6. Save Your Template:
Once you've added all desired products and are satisfied with the retail value, save your kit template.
Benefits of Using Kit Templates:
Using kit templates, businesses can:
Speed up the daily process of creating inventory kits.
Ensure consistent inventory distribution across all kits.
Stay compliant by monitoring the retail value and ensuring it remains within state limits.
Conclusion:
Kit templates are an invaluable tool for businesses that regularly dispatch inventory kits. By setting up templates in WebJoint, you can guarantee efficiency, consistency, and compliance in your delivery operations.