Operations PIM - Additional Product Kit Setup

1. Navigate to "PIM"

   To update additional product kit settings, navigate to the "PIM" section in the Operations Portal.

   

2. Select "Products"

   Next, select "Products". In order to access and update "Products" you will need to be set up either as an "administrator" or a "superuser", or have the roles of: "productView" and "productEdit".

   

3. Click "Data"

   Then, click the "Data" tab.

   

4. Enter parent product name or code

   Enter the parent product name or code to find the kit you would like to update. If you are working on creating product kits, you can also update these fields at the same time.

   

5. Click on the more details icon

   Click on the more details icon to open the product details page.

   

6. Go to "Related Products" tab

   Select the "Related Products" tab.

   

7. Click "Show/Hide Columns"  icon

   To customize your view and update the additional product kit settings, click on the "Show/Hide columns" icon.

   

8. Select "Qty Changeable"

   Select "Qty Changeable". This field determines whether the product quantity can be changed.

   

9. Click the cell you want to update

   In the "Qty Changeable" column, click the cell to update the value.

   

10. Select from the options

    Select "Yes" if you would like to allow users to change the quantity on quotes and orders. Select "No" if you do not want users to change the quantity.

    

11. "Quantity Conversion" column

    Select "Quantity Conversion". This column allows you to set a quantity conversion for the product in the kit.

    

12. Click the cell you want to update

    The quantity conversion is defaulted to 1, but you can adjust as needed by entering a numerical value. Click the cell you would like to update, and enter the new quantity.

    

13. "Required" column

    The "Required" column determines whether the kit product must always be included with the kit, and cannot be removed from the quote or order.

    

14. Click the cell to update

    Click a cell to update the "Required" setting.

    

15. Select from the options

    This setting is defaulted to "Yes". Selecting "No" means the product is not required in the kit and can be removed from the quote or order. These additional product kit fields can be updated at any time in the operations portal.