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Item kits and modifiers

Chris Muench
Chris Muench
  • Updated

Item kits bundle existing items into one sellable product with its own price and barcode. Modifiers attach priced add-on choices to an item at the register. Use kits for bundles, modifiers for options, variations for versions.

Some things you sell are not a single item. A baseball starter kit is a glove, a bat and a ball sold as one product; a pizza is one item with priced toppings attached. PHP Point Of Sale covers the first case with item kits and the second with modifiers.

Kits live in their own module: click Inventory in the left menu and select Item Kits. Modifiers are managed under Inventory → Modifiers and attached to items or kits. Kits assume the bundle is assembled from your own stock — selling a kit deducts each component item from inventory, so your counts stay accurate without ringing up the parts one by one.

Create an item kit

  1. Click Inventory in the left menu and select Item Kits.
  2. Click + New Item Kit in the top right.
  3. Work through the tabs — Item Kit Info, Items, Pricing, Images and Locations — saving each one. Fields marked in red are required.

Item Kit Info tab

  • Item Kit Name (required) — how the kit is identified in searches and on sales.
  • Barcode Display Name — a (usually shorter) name printed on the kit's barcode labels.
  • Category and secondary categories — kits are categorized exactly like items; see categories, tags and manufacturers.
  • UPC/EAN/ISBN — the kit's own barcode number.
  • Product ID — your internal identifier for the kit.
  • Manufacturer and Tags — same behavior as on items.
  • Item Kit Description — a short description of what the kit contains.
  • Information Popup When Adding to Sale — a message shown to the cashier whenever the kit is added to a sale.
  • Inactive — hides a kit you no longer sell without deleting it.
  • Is Favorite — pins the kit to the Favorites section of the register's item grid.
  • Is Barcoded — marks the kit as already carrying a barcode.
  • Default Quantity When Selling or Receiving — the quantity automatically used when the kit is added to a sale (default 1).
  • Is EBT Item, Requires Age Verification / Required Age, Disable Loyalty / Loyalty Multiplier, Limited Sales Quantity — the same conditional flags items have, shown when the matching store settings are enabled; see serialized and special item types.
  • Modifiers — checkboxes for every modifier group you have created; checked groups become choices when the kit is sold (see below).
  • Custom fields — any kit custom fields you have configured appear here.

Items tab — what the kit contains

Start typing in the Add Item field and pick from the matching items. Each component appears in the Items Added list with a Quantity column you can adjust — the number of that component included in one kit. The trash icon removes a component.

A component can be:

  • a plain item (a glove),
  • a specific variation of an item (the size-Small jersey), or
  • another kit — so a "Family Pack" can bundle two "Starter Bundles" plus extras without redefining anything.

When the kit sells, stock is deducted from each component item (or variation) at the selling location, nested kits included. The register also derives how many kits you can still assemble from the limiting component's stock.

Pricing tab

  • Dynamic Pricing — default off. When checked, the kit's prices are calculated from its components instead of fixed numbers, and the manual cost/selling price fields disappear. Two sub-options — Only cost price and Only selling price — let you make just one side dynamic.
  • Cost Price (Without Tax) (required) — what the kit costs you. The Calculate Suggested Price button under it sums each component's cost times its quantity and fills the field.
  • Selling Price (required) — the kit's price at the register, independent of what the components would cost separately — which is how you make the bundle a deal. Its own Calculate Suggested Price button sums the components' selling prices.
  • Markup / Margin calculators — appear when enabled in Store Config → Items, exactly as on items.
  • Price Tiers — per-tier kit prices, each as a flat price, percent off, cost plus percent, or cost plus fixed amount.
  • Disable From Price Rules, Allow Price Override Regardless Of Permissions, Prices Include Tax, Only Allow Items To Be Sold In Whole Numbers, Change Cost Price During Sale, the manual price-adjustment limits, Override Default Commission and Override Default Tax — all behave exactly as described for items in creating items.
  • Item kit is non profit sale (Zero profit) — the kit reports zero profit regardless of price.

Kits do not have promo price fields; use a price rule for time-limited kit discounts.

Images tab

Attach images with Choose file; the image shows on the register grid unless your store configuration says otherwise. Remove one with the X in its corner.

Locations tab

Per location you can set Do Not Sell At This Location, Hide From Grid (the kit stays scannable and searchable), Override Prices (location-specific cost, selling and tier prices), and Override Default Tax. Pricing entered on the Pricing tab applies to all locations unless overridden here.

Sell a kit

At the register, add a kit by scanning its barcode, tapping it on the item grid, or searching its name — kits are also addressable as KIT <id> (e.g. typing "KIT 5" finds kit number 5). The sale line behaves like any item line; when the sale completes, each component leaves inventory. See ringing up a sale.

Edit, delete and restore kits

  • Edit — in Inventory → Item Kits, click Edit in the row's Actions column, change any tab, and Save.
  • Delete — tick the checkbox on one or more rows and click Delete in the menu that appears, then confirm. Deleted kits are kept in the background.
  • Undelete — click the (ellipsis) in the top right and choose Manage Deleted Item Kits; tick the kits to restore and click Undelete, then Done.
  • Cleanup old Item Kits — the same menu permanently erases all previously deleted kits and frees their item numbers for reuse. This cannot be undone and cannot be done kit-by-kit, so use it deliberately.

Kits in bulk: Excel export, import and custom fields

All three live behind the (ellipsis) menu on the Item Kits page:

  • Excel Export — downloads your kits, honoring the current search or category filter. Columns include number, product ID, name, category, manufacturer, the pricing/behavior flags, cost price (omitted for employees without the kit See cost price permission), selling price, taxes, description, plus loyalty/age columns when those features are on and any custom fields. The export does not include the component items that make up each kit.
  • Excel Import — upload a spreadsheet to create or update kits in bulk; download the template first from the import screen. The template mirrors the export columns and adds an items column that does define components, in the form identifier:quantity|identifier:quantity — where identifier is an item ID, item number or product ID, optionally with #variationId for a specific variation. The name and items columns are required. The general workflow matches importing your data.
  • Custom Field Configuration — up to 10 custom fields on kits. Each field has a Name, a Type (Text, Dropdown with its own list of values, Checkbox, E-Mail, Website, Phone Number, Date, Image, or File), Show on Receipt (default off), Hide Field Label (print the value without its label), and Required (default off — turning it on makes the field mandatory on every kit, new and old). See custom fields.

The kit list also supports Column Configuration to choose visible columns, and label printing through the label designer and barcodes and labels. When you change kit prices over time, the item kit price history report shows what each kit sold for and when — see running reports.

Modifiers

Modifiers let a customer add priced options to an item: toppings on a pizza, milk options on a latte, engraving on a pen. A modifier is a named group of choices, and each choice adds its price to the line — so add-ons never go out undersold.

Create and manage modifiers

  1. Click Inventory in the left menu and select Modifiers.
  2. Click Add Modifier.
  3. Fill out the form:
    • Name — the group's name, e.g. "Pizza Toppings".
    • Rows of choices, each with a Name (e.g. "Pepperoni"), a Cost Price (what the add-on costs you), and a Selling Price (what it adds to the sale). Click Add for more rows; the delete link removes one.
  4. Click Save. Back on the Manage Modifiers page you can Edit or Delete each group (with a confirmation).

Attach modifiers

On an item, open the item's Variations tab — the Modifiers panel at the bottom lists every group with a checkbox. On an item kit, the checkboxes are on the Item Kit Info tab. Check every group that applies; all checked groups appear as choices at checkout. Remember to Save — if the cashier does not see modifiers on the sale, the usual cause is an unsaved checkbox.

Modifiers at the register

When an item or kit with modifiers is on a sale, a Modifiers line appears in the cart line's expanded details with an Edit link. Clicking it opens a dialog listing every attached group and its choices as checkboxes; the cashier ticks any number of them and submits. Each selection shows under the line as "price: group > choice", the price is added to the total, and the receipt lists the add-ons.

The cashier can also click a selection's price right on the line to override what that add-on charges on this sale only — the modifier's stored price is untouched, and entering a negative modifier price requires the sales Process Returns permission. One caveat: reopening Edit and resubmitting the choices resets every selection back to its stored price, so make price overrides after the selection is final.

Modifiers do not track their own stock — they modify the item being sold. If the add-on is a real product whose inventory you count, make it an item and bundle it with a kit instead.

Kit, modifier or variation?

Tool What it models Stock behavior
Kit Several items (or variations, or kits) sold together as one product Deducts each component
Modifier Priced options attached to one item or kit No stock of its own
Variation One product in versions (size, color) Each variation tracks its own stock

Sizes of a shirt: variations. Sauce on the side: modifier. Shirt plus matching cap sold together: kit. For the variations side of the decision, see variations, attributes and units. Get the choice right early — it determines how reports read and how counting inventory works later.

Permissions

The Item Kits module has its own permission set, assignable in permissions and templates:

Permission What it allows
Add Update Create and edit kits — every tab of the kit form saves under it
Delete Delete and undelete kits
Search Open the Item Kits list and search it
Edit Prices Open the kit's Pricing tab and use the price fields under Override Prices on the Locations tab
See cost price See kit cost prices (the cost column is left out of the Excel export without it)
Excel Export Export the kit list to Excel
See All Item Kits See every kit in the list and in searches, including kits marked Do Not Sell At This Location at the employee's current location — without it those kits are hidden

On the Reports side, the reports permission Item Kits controls the Item Kits report family — the graphical and summary kit reports, the price variance report and the kit pricing history. Managing modifiers requires access to the Items module.

Common questions

Does selling a kit reduce the components' stock? Yes. Each component item or variation is deducted at its kit quantity, including components inside nested kits. The kit itself has no stock of its own.

Can a kit contain another kit? Yes — add it on the Items tab like any component. A Family Pack can contain two Starter Bundles plus extra items.

Why doesn't my kit export include the items in each kit? The plain Excel Export intentionally lists kit records only. Use the Excel Import template instead — its items column encodes each kit's components as identifier:quantity|…, and exporting the template with data included gives you kits with their components.

How do I price the kit lower than the parts? Enter any Selling Price you like — it is independent of the components. Use Calculate Suggested Price to see what the parts add up to, then set your bundle price below it.

What does Dynamic Pricing on a kit do? It computes the kit's cost and/or selling price from the current component prices instead of fixed numbers, so repricing a component automatically reprices the kit. The sub-options limit this to only the cost side or only the selling side.

Why don't modifiers show up when I ring up the item? The modifier group's checkbox on the item's Variations tab (or the kit's Info tab) was probably not saved. Open the item, re-check the group, and click Save.

Can I charge nothing for a modifier choice? Yes — give the choice a selling price of 0. It still prints on the receipt, which is useful for "no onions"-style options.

I deleted a kit by mistake — can I get it back? Yes, as long as you have not run Cleanup old Item Kits: open the menu, choose Manage Deleted Item Kits, tick the kit and click Undelete.

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