How to Create and Edit Kits in ShipHero

Kits are an essential feature in inventory management, especially for businesses that sell bundles of products. At its core, a kit in ShipHero consists of a parent Kit SKU and its components. The parent Kit SKU is the overarching product that customers purchase, while the components are the individual items that make up that kit.

Table of Contents

• How to Create and Edit an Individual Kit
• How to Create and Edit Kits in Bulk
• Troubleshooting Common Issues

IMPORTANT: Parent (Kit) SKU and Component SKUs must already exist in ShipHero to use them in the kit creation process.

How to Create and Edit an Individual Kit

Creating kits one by one is straightforward through the ShipHero product details page. 

1. Go to Inventory > Products and select the parent Kit SKU.
2. Add Components: Scroll down to the Components section on the Product Detail Page and add the individual products that make up your kit. Use the Quick Edit button to change the quantity of the component that is part of the kit. 
3. Specify Kit Type: By default all kits are created as Standard Kits. To change a kit to a Build Kit, click the Edit icon in the Product Details section, and check the option "(Build Kit) Break the components of this kit into separate line items on an order."

How to Create and Edit Kits in Bulk

ShipHero also provides options to create or edit kits in bulk, which is particularly useful for businesses with a large number of products or complex kit configurations. Please note the Product Kit CSV has a 100 line item limit. 

Please take into consideration the number of warehouses the product needs to be updated in as well as this reduces the max number of lines you can include in your CSV file. For example if you have 2 warehouses the max number of items for your CSV will be limited to 50; if you have 3 warehouses then the max line items allowed would be 33 and so on and so forth. This is because kits are not warehouse unique so when you create a kit in one warehosue it will be created in all the warehouses the parent SKU exists in. 

This video walks you through how to Create Kits using a CSV Upload. 

Creating Kits in Bulk via CSV

1. Go to My Account > CSV Management.
2. From the Item to Update list, select Product Kits.
3. Download the Product Kits Template.
4. Fill out the Product Kits Template:
   • Enter the parent Kit SKU, the Component SKU, and the Quantity of each component in the kit.
   • For the Build Kit column, enter 1 if you want it to be a Build Kit, or 0 for a Regular Kit.
5. Save the file as a CSV.
6. Upload the CSV file: Click the (+) button, select your CSV, and click Upload.

Editing Kits in Bulk via CSV

You can efficiently update existing kits using a similar bulk upload process.

1. Go to My Account > CSV Management.
2. From the Item to Update list, select Product Kits.
3. Download the Product Kits Template (or reuse a previously filled template).
4. Edit the appropriate columns in the template to reflect your desired changes.
5. Save the file as a CSV.
6. Upload the file by clicking +, selecting the CSV file, and clicking Upload.

Important Note: Components cannot be removed from an existing Kit in bulk using this method. Removing components needs to be done manually through the product details page or by contacting ShipHero's Professional Services team.

Troubleshooting Common Issues

When working with kits, you might encounter specific error messages.

"Error! Please delete all bins this product is in before making it into a kit."

This error occurs because a kit SKU itself cannot be assigned to a specific bin location. Only its individual components have bin locations. To resolve this:

• If you're trying to convert an existing product into a kit, you must first remove any locations associated with that SKU before defining it as a kit.
• Or create a brand new SKU specifically for the kit, then add its components.

"Error! Kit type cannot be changed to a build kit while components are in a tote. Please ship the orders or clear the totes and try again."

This error occurs because a component of this kit is on an order that is already picked to tote. This is to ensure data integrity and prevent errors when trying to ship those orders. To resolve this: 

• Ship the order or clear the tote that the compoenent was picked to.