CREATING A PRODUCT KIT ON DESKTOP

bMobile Route Training Center


1. Select Customer
2. Select Product Kit Template
3. Select edit or double click to edit an existing Kit or press new to create new
4. Add Items
a. Add one by one
1. Select the first empty field
2. Add item by number or look up
b. Add Multiple
1. Press Add Multiple Button
2. Select items with CTRL click or Shift Click
3. Press Select Check Button to complete selection
4. (Optional) – Enter QTY – Will prefill guide with qty when used
5. (Optional) – Check Use on Survey and/or Include on invoice
6. Press save when completed