How Kits Work
Access requirements. Anyone with Back Office access can see kits. To create, edit, or delete kits, you need the "Product catalog" permission set to "Access." To set a kit's price at a store, you need "Prices" set to "Full access" there. Seeing how many kits you "Can make," and a kit's sales, needs "Stock and cost" access.
A kit is made of items you already carry. You pick the items and how many of each go in, for example 2 Jim Beam shooters and 1 Coke. The kit itself holds no stock.
Stock comes out when the kit sells, not when you build it. Each sale takes every item out of stock by its quantity in the kit. If you put kits together or take them apart on the shelf, there's nothing to do in Scotch.
The kit's price is split across its items. Each sale divides the kit price among the items, based on their regular prices. For example, a $10 bag with two $4 shooters and a $2 Coke credits $8 to the shooters and $2 to the Coke.
Tax and age checks come from the kit's department. The register charges tax at the rate of the department you pick for the kit, not the rates of the items inside.
Kits aren't meant to be discounted. The kit price is the deal, so item discounts and item promotions don't apply to it.
Bottle deposits carry over. If any item inside has a bottle deposit, the kit charges the combined deposit.
Kits need their own barcode. Kits don't come with a manufacturer UPC, so Scotch can make one for you, and you print a label to stick on the kit.
Important: Changing a kit's items changes what every future sale takes out of stock. Past sales keep the items they were sold with.
Where to Access Each Feature
To… | Go to |
See, search, and create kits | Products → Kits |
See a kit's items, cost, and sales | Products → Kits → click the kit's name |
Edit or delete a kit | Products → Kits → the kit's ⋮ menu → Edit kit or Delete kit |
Print kit labels | Products → Kits → select kits → Add to label print queue |
Before You Start
Every item you want in the kit has to already be in your product list and be active. These can't go in a kit:
Another kit. Kits can't hold other kits.
Open-price items. They don't have a regular price to split the kit's money by.
Gift cards. Gift cards have to be activated when they're sold.
Inactive items. They don't show up when you search. Make the item active first.
Non-inventory items and fees can go in a kit.
Creating a Kit: The Items
Step 1
Click "Products" in the left-hand menu, then click "Kits."
Step 2
Click "Create kit."
Step 3
Type a "Kit name," like "Jim Beam & Coke grab bag."
Step 4
Under "UPC," click "Generate" to make a barcode for the kit, or type your own.
Step 5
Choose a "Department." Tax is charged at this department's rate. Only sales departments are listed, so gift card, deposit, and payout departments can't be used.
Step 6
Leave "Sellable online" on to sell the kit through your online partners, like DoorDash or Uber Eats, or turn it off to keep it in store only.
Step 7
In "Scan or search items to add," scan an item's barcode, or type at least two letters of its name or SKU. Click "Add" next to the item.
Step 8
Set how many of that item go in the kit under "Qty." Clicking "Add" again on an item already in the kit adds one more.
Step 9
Repeat Steps 7 and 8 for every item. To take an item out, click the delete icon on its row.
Step 10
Check the "Total" row. It shows how many units are in the kit, what they cost you, and what they'd sell for separately. Then click "Set kit price."
Creating a Kit: The Price
Step 11
Set the kit's price:
If you have one store, enter the "Kit price." You'll see the "Kit cost," the value "At retail," what the "Customer saves," and your "Margin." You can also type a "Margin" and the price fills itself in.
If each of your stores sets its own prices, check "Sellable" for each store that will sell the kit, and enter a "Kit price" for each one. Each store's "Cost," "Retail price," and "Margin" are shown alongside. At least one store has to be checked.
If all your stores share prices, enter the "Kit price" on the "All stores" row, then check "Sellable" for each store that will sell it.
"Rounding" can round prices to end in 99¢, 95¢, or 49¢. It starts on "None." You can also switch the "Margin" column to show "Markup." To change something in the kit, click "Back." Nothing you entered is lost.
Step 12
Click "Create kit." You'll see "Kit created." The kit gets its own SKU and shows up on the registers of the stores that sell it.
Printing Kit Labels
Step 13
In "Kits," choose the store from the store selector at the top of the list.
Step 14
Check the box next to each kit you want labels for, then click "Add to label print queue." Kits that aren't sold at that store are skipped.
Step 15
Print the labels from your shelf label print queue, the same as any other item (see How to Print Shelf Labels).
To add one kit, open it, click the ⋮ menu, and choose "Add to label print queue."
Viewing a Kit
The "Kits" list shows each kit's name, UPC, department, whether it's sellable, how many items are in it, its price, average cost, margin, how many you "Can make," and when it last sold. Use "Search kits by name or UPC" to find one. Click a kit's name to see more:
"Details" shows the kit's price, cost, and margin, the items inside, and how each sale's money is split between them.
"Prices" shows the kit's pricing at a store, with "Edit prices" to change it.
"Sales" shows units sold and money made over time, plus how long your stock will last.
"Can make" is how many complete kits the store could put together right now from its stock. The item you have the least of sets the number. In the "Kits" list, it shows in red when it's 0.
Editing a Kit
Step 16
In "Kits," open the kit's ⋮ menu and click "Edit kit." If you already have the kit open, click "Edit kit" at the top.
Step 17
Change the details or items, then click "Set kit price."
Step 18
Adjust the price if needed, then click "Save kit." You'll see "Kit updated."
If you change the kit's items or quantities, you'll see a warning that future kit sales will use the new items and take them out of stock. To make a separate kit instead, click "click here" in that warning.
To make a similar kit quickly, open a kit, click the ⋮ menu, and choose "Start a new kit from this one." Everything is copied except the barcode, and the name starts with "COPY - ". Rename it, click "Generate" for a new UPC, and finish the steps as usual.
Deleting a Kit
Step 19
In "Kits," open the kit's ⋮ menu and click "Delete kit."
Step 20
Confirm when asked. You'll see "Kit deleted." The kit stops selling at the register, and its past sales stay as they were.
What It Looks Like at the Register
Selling: Scan the kit's label or search for it by name. It's added to the cart, and printed on the receipt, as one line at the kit price.
Tax and deposits: Tax is charged at the kit's department rate. Bottle deposits for everything inside are combined on the kit line.
Discounts: Item discounts and item promotions skip kits.
Stock: The register always shows kits with 0 on hand. That's expected, because the kit holds no stock itself.
Returns: A kit is returned as a whole kit. If you choose to restock, every item in it goes back into stock. A return with the receipt puts back exactly what the original sale took, even if the kit has changed since. A return without a receipt puts back the kit's current items.
Selling Kits Online
Kits with "Sellable online" turned on are sent to your online partners, like DoorDash, Uber Eats, and City Hive.
Availability follows "Can make" at that store. If you keep a minimum stock level for online orders, a kit can show as unavailable online while "Can make" still shows a small number.
Substitutions: A kit can't be substituted on an online order. You can change its quantity or remove it from the order instead.
Sales and stock work the same as an in-store sale.
Troubleshooting
An item can't be added to a kit: The search shows why, like "Kits can't contain other kits," "Open-price items can't be in a kit," or "Gift cards can't be in a kit." If the item doesn't show up at all, it's probably inactive.
You see "Add at least one item to the kit": Add an item before saving.
You see "Choose at least one store that sells the kit": Check "Sellable" for at least one store.
You see "Enter a kit price greater than zero for [store]" or "Shared price must be greater than zero": Every store that sells the kit needs a price above $0.
You see "Each item's quantity must be between 1 and 999": Fix the "Qty" for that item.
You see "Name can't be blank," "Barcode can't be blank," or "Prototype can't be blank": Fill in the "Kit name," "UPC," or "Department."
You see "Prototype isn't one of the departments a kit can use": Choose a sales department for the kit.
You can't see "Create kit," or the edit and delete options: You need the "Product catalog" permission set to "Access." Ask an admin.
You see "An item in this kit is no longer available. Remove it and try again.": The item was deleted while you were building the kit. Remove it and try again.
You can't delete an item: It's in a kit. The message names the kit. Remove the item from the kit, or delete the kit, first.
You can't merge an item into another one: It's in a kit. Remove it from the kit first.
The kit isn't in the product list, or on purchase orders, transfers, or counts: That's expected. Kits are managed only under "Kits," and since they hold no stock, you can't order, transfer, or count them.
The kit shows 0 in stock at the register: That's expected. Check "Can make" in Back Office to see how many you can put together.
The kit's details say "Discountable: Yes," but item discounts don't apply: Kits always skip item discounts and promotions at the register, whatever that setting says.
A store says "This store is still being set up…": The store was just added. Its cost, stock, and "Can make" appear once its items are set up there.
A kit isn't showing up online: Check that the kit is active, "Sellable online" is on, it has a price at that store, and "Can make" is above 0. On DoorDash, also check the kit isn't paused.