Katana's Kits & Bundles feature streamlines the creation, sale, and delivery of complex product combinations. By leveraging tools like auto-assembly, potential stock calculations, and seamless Shopify integration, you can efficiently manage bundled products and optimize your operations.

Key features of Kits & Bundles

Auto-assembly

Auto-assembly automates the creation of product bundles, saving time and reducing manual effort.

Define components: Create a kit or bundle by specifying the components (Bill of Materials - BOM) that constitute the final product. For example, a "Holiday Gift Set" might include stockings, candy canes, and tinsel.
Automated manufacturing orders: When a sales order (SO) includes a bundle, Katana automatically generates the necessary manufacturing orders (MOs) to assemble the bundle, ensuring readiness for delivery without manual intervention.

Potential stock calculator

The Potential Stock Calculator aids in inventory management by providing accurate stock levels for bundles:

Real-time availability: It assesses the availability of components required for each bundle, allowing you to determine if a bundle can be fulfilled based on current stock levels.
Prevent stockouts: By integrating virtual stock calculations into your workflow, you can prevent stockouts and ensure necessary components are available for bundle assembly.

Shopify synchronization

Integrate your bundled products with Shopify for seamless operations:

Stock level synchronization: Use the Potential Stock Calculator to synchronize product stock levels in your Shopify store.
Automated order processing: When a customer orders a bundle through Shopify, the sales data syncs with Katana, triggering the auto-assembly process and updating inventory levels in real-time.

Creating and managing Kits & Bundles

Step 1: Create a kit

Product creation: Build a bundle by creating a product that represents the combined items (e.g., "Holiday Gift Set").
Enable Kit/bundle option: Ensure to checkmark the Kit/bundle option.

Note: Products with batch tracking enabled cannot be turned into a kit/bundle.

Step 2: Add components

Access product recipe/BOM: From the Product card, navigate to the Product recipe / BOM tab.
Include Items: Add individual products to be included in the kit (e.g., candles, decorative box). Consider adding packaging materials as well.

Note: If a kit/bundle is used as a component in another, higher-level kit/bundle, it won't auto-assemble. In such cases, add the kit to stock first to make it available as a component.

Step 3: Manage orders

Sales order processing: Upon receiving an SO that includes the bundle, Katana assesses stock availability and initiates the auto-assembly process.
Inventory intel: Clicking on Not assembled opens Inventory Intel, displaying the potential stock count, indicating how many bundles can be sold.
Component availability: If components are out of stock, Katana highlights the missing items when you click on Not available on the SO.

Step 4: Deliver bundles

Mark as Delivered: If all components are available, mark the SO as Delivered. Katana completes the MOs in the background (especially if using Make-to-Order functionality) and adjusts inventory levels accordingly.

Step 5: Packing list

Print packing list: To facilitate packing, print a list of included components using the print template available under the print icon.

Example of a packing list print template:

Additional considerations

Batch tracking: Products with batch tracking enabled cannot be designated as kits/bundles.
Nested bundles: For kits used as components in other kits, ensure they are added to stock first, as auto-assembly doesn't apply in nested scenarios.
Shopify integration: Maintain consistent SKUs between Katana and Shopify to ensure accurate synchronization.
Inventory monitoring: Regularly monitor the Inventory Intel screen to stay updated on component availability.