Kitting / Product Bundling

In Finale Inventory, you can set increase the number of selling options by setting up kits or bundles and creating a new product. Kitting is an assembly process in which separate but related items are grouped, packaged and supplied together as one unit. Some refer this process as product bundling, and the two terms are interchangeable.

When the kit is ordered, inventory is automatically decremented from each product that makes up the kit. This makes it easy for businesses who assemble their own products to track inventory levels of both finished goods and individual parts.

In addition to using kitting to create an assembly composed of individual parts, kitting may be used for the promotion of products that involve proving additional products. Creating promotions such as “Buy Two, Get One Free” is a straightforward operation with the kitting feature.

Creating the kit within Finale Inventory

Creating a kit is done in a few short steps.

1) Create the components or child product ids. In this illustration, my two components are bottles of shampoo and conditioner.

2) Create a parent product ID for the kit. In this illustration, the kit will be a shampoo and conditioner combo

3) Click on the kit product to get access the products details page and scroll toward the bottom of the page to see the Bill of Materials module.

With the bill of materials, list the child part numbers contained in the kit. In this illustration, the kit is composed of one bottle of shampoo and one bottle of conditioner.

If the bill of materials module is not visible, please make sure that the setting is turned on. Goto Application Settings >> Products and ensure the ‘Use bill of materials” checkbox is clicked.

Tutorial kitting video

This tutorial video demonstrates how to create a kit within Finale. Additionally, the tutorial gives a demonstration of the use of kits with our ShipStation integration and illustrates how inventory levels are impacted when a kit is sold on an external marketplace (e.g. Amazon or !eBay).