Create retail product kits

2023-11-06

This article describes how to create retail product kits in Microsoft Dynamics 365 Commerce.

By using retail product kits, you can package individual products into one sellable unit and make them available for sale in any retail channel. A product kit consists of kit components and component substitutes. A kit component can be either a distinct product or a product variant. A component substitute can be a distinct product, a product master, or a product variant. The different combinations of components and component substitutes that are included in a product kit are referred to as kit configurations. Each product kit can have one or more kit configurations.

After you create product kits, you release them to the legal entities that you want to offer them to, and you define the product properties. After the product kits have been released, you define the pricing for them. The kit price can also be adjusted at the time of sale if additional charges apply to products that are substituted for a standard kit component.

The following illustration shows the process flow for setting up a product kit.

Diagram of the process flow for setting up product kits.

The following illustration shows how the process of creating product kits is related to the overall process flow for product kits. For an overview of the process, see Retail product kit setup overview.

Diagram of the overall process flow for product kits.

Prerequisites

The following table lists the prerequisites that must be in place before you start to create product kits.

Category	Prerequisite
Set up kit parameters	You must specify the journal name to use to generate trade agreements for products and product variants that are included in a product kit.
Set up receipt formats for kit products	You must specify whether to show the individual kit components on the product receipt.
Set up products	Before you can add products, product variants, and product substitutes to a product kit, you must set up your products. For more information about how to set up retail products, see Set up retail products.

Create a product kit

You must first create a new product and designate it as a product kit. After you create the product kit, you can add products and product variants to it as kit components. You can also add product substitutes for any of the kit components.

To create a product kit, follow these steps.

In Commerce headquarters, go to Retail and Commerce > Products and categories > Product kits.
On the Action Pane, select New.
In the New product dialog box, enter the following information:
1. In the Product type field, select Item.
2. Enter a product number, product name, and search name.
3. Optional: In the Retail category field, select the retail product category that you want to assign the product kit to. The Product kit checkbox is selected by default.
4. In the Product dimension group field, select the product dimension group that includes the Configuration product dimension.
Leave all other fields set to their default values, and select OK.

Add products and product substitutes to the product kit

Next, you must add the kit components and component substitutes to the product kit to define every kit combination that you offer. You must also set up the kit configuration options to indicate whether the product kit can be disassembled in the point of sale (POS) store.

To add products and product substitutes to the product kit, follow these steps.

In Commerce headquarters, go to Retail and Commerce > Products and categories > Product kits.
On the Product masters list page, select the new product kit that you previously created. Then, on the Action Pane, on the Product kit tab, select Configure.
On the Configure kit page, select Edit.
On the General FastTab, select the Disassemble at register checkbox to allow the product kit to be disassembled in the POS store. The kit components can then be sold individually.
On the Kit components FastTab, in the Components grid, select Add to add the base products to the product kit.
In the Add products dialog box, select the products and product variants you want to add to the product kit, and then select OK.
Optional: In the Components grid, adjust the quantity and unit of measure for each kit component that you added.
On the Kit components FastTab, in the Substitution grid, select Add to add product substitutes for selected base products in the product kit.
In the Add products dialog box, select the products and product variants that you want to add as product substitutes, and then select OK.
Repeat steps 8 and 9 for every other product substitute that you want to add.
After you've added all the product components and component substitutes to the product kit, select Approve to approve the kit.

Note

Product kits must have a status of Approved before you can release them to your legal entities, price them, or generate assembly orders.

Release the product kit to legal entities

Next, you must release the product kit to the legal entities that the kits will be sold for. You must release the product kit before you can define the pricing for the kit configurations, set up the product properties for the kit, and generate assembly orders for the kit.

To release the product kit to legal entities, follow these steps.

In Commerce headquarters, go to Retail and Commerce > Products and categories > Product kits.
On the Product masters list page, select the product kit that you previously configured. Then, on the Action Pane, select Release products.
In the Release products dialog box, on the Select products to release tab, select the kit configurations that you want to release. By default, all configurations for the selected product kit are selected.
On the Select companies to release to tab, select the legal entities that the product kit should be released to, and then select Next.
On the Confirm selection tab, select Finish to run the process and release the products to the selected legal entities.
To verify that the product kit has been released to the selected legal entities, follow these steps:
1. Go to Retail and Commerce > Products and categories > Released product kits.
2. On the Released product kits list page, view your product kit.

Set the standard properties for the product kit

After you release the product kit to legal entities, you can set the standard properties that apply to the products in the kit. These properties can include inventory dimensions, product categories, and product attributes. For general information about how to set up product properties, see Key tasks: Define products. For information about how to set up retail products, see Set up retail products.

To set the standard properties for the product kit, follow these steps.

In Commerce headquarters, go to Retail and Commerce > Products and categories > Released product kits.
On the Released product kits list page, double-tap (or double-click) the product kit that you previously released.
On the Released product details page, select Edit.
On the Action Pane, on the Product tab, in the Set up group, select Dimension groups. Then select the inventory dimension groups for the product kit.
On the General FastTab, in the Administration group, select the item model group for the product kit. In this way, you enable the product kit to be assembled.
On the Purchase FastTab, in the Unit field, select the unit of measure to use for purchases of the product kit.
On the Sell FastTab, in the Unit field, select the unit of measure to use for sales of the product kit.
On the Manage inventory FastTab, in the Inventory section, in the Unit field, select the unit of measure to use to store the product kit in inventory.
On the Retail FastTab, enter any additional information that's required for the product kit. This information includes configuration data for any product variants that are included in the product kit.

Define kit pricing and generate trade agreements

You can price a product kit either as a whole product or as a sum of the individual components. The base price for each kit component is the price of the product at the time that it was added to the product kit.

If you define a price for the overall product kit, the new price is distributed across all the products in the kit. The price adjustment that's made to each product is based on the percentage that the product's base price contributes to the total base price for the product kit. You can also specify whether there's an additional charge if the customer selects a product substitute instead of the base component. The additional cost is included when the kit price is calculated.

To define kit pricing and generate trade agreements, follow these steps.

In Commerce headquarters, go to Retail and Commerce > Products and categories > Released product kits.
On the Released product kits list page, double-tap (or double-click) a released product kit in the list.
On the Released product details page, select Edit.
On the Action Pane, on the Product tab, in the Product kit group, select Configure.
On the Configure kit page, on the Kit components FastTab, in the Components grid, follow one of these steps:
- In the Kit price column, enter the kit price for each component in the product kit.
- Select Specify kit price to enter a price for the overall product kit.
On the Kit components FastTab, in the Substitution grid, in the Charge field, enter the amount to add to the kit price if the product substitute is selected to replace the base product component. Repeat this step for every other product substitute in the grid. For example, a customer selects a product kit that includes a standard bicycle tire set, but the customer wants to upgrade to a premium bicycle tire set. If the cost to upgrade the tire set is 50.00 US dollars (USD), enter 50.00 in the Charge field.
Repeat steps 5 and 6 for every other component and component substitute that's included in the product kit.

Note

If you select an overall kit price for the base components in the product kit, you only have to complete step 5 once.

Technical information for system administrators

If you don't have access to the pages that are used to complete this task, contact your system administrator, and provide the information that's shown in the following table.

Category	Prerequisite
Configuration keys	Retail
Security roles	Merchandising manager

Next steps

After you set up the product kit and define your kit configuration, the next steps are to generate the assembly orders and assemble the orders. For more information, see Generate assembly and disassembly orders and Process kit assembly and disassembly orders.