1. From Inventory module > click on Items menu.

  2. The Search screen for Items will be shown. Click Bundle Tab>New toolbar button.

  3. This will open a new Item screen.
  4. In the Details tab, enter Item No and Description.

  5. In the Type field select Kit.

  6. Lot tracking should be default as No and disabled.
  7. Fill in other information as needed.
  8. Setup Unit of Measure.  See How to Setup Item UOM.
  9. Setup Item Locations. See How to Setup Item Location.
  10. Setup GL Accounts. See How to Setup GL Accounts for the items.
  11. Setup Tax for the item if it is taxable. See How to Setup Tax for an item.
  12. Setup Pricing. See How to Setup Item Pricing.
  13. Setup Pricing Level as needed. See How to Setup Pricing Level 
  14. Setup Special Pricing as needed. See How to Setup Promotional Pricing.
  15. Go to Kit Details tab and fill in the components of the Kit.
  16. Save the record. You can click the Save toolbar button to save it. In case you miss to click this button and you click the Close toolbar button or the x button at the top right corner of the screen, i21 will prompt you if you would like to save it before closing the screen.
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