Use the Kit Sales Report to view information about sales of specific kits. Go to Administration > Reports > Sales > Items and Kits > Kit Sales.


  • Accounting Period - Accounting periods are created, closed, and reopened using the Periods tab on the Accounting Setup screen.
  • Kit category - Kit categories organize your kits into sections in the inventory tree - for example, BBQ & Grills, Saunas, Billiard Tables, etc.
  • Marketing Interest - Use marketing interests to link a lead and their purchases to a specific interest. For example, when a customer interested in barbeques comes into your store, add the BBQ & Grill marketing interest when they input the lead. You can then follow up with a marketing campaign to encourage a new purchase.
    • You can add an interest to a customer using the Customer screen (Customer > Open a customer > Marketing > Interests tab).
  • Flag -  Use order flags to classify your orders - for example, holds, rentals, or financing.

Security Permissions Required

Administration – Reports
Can Access Reports Tree Branch
Can Access Reports - Sales