Orders / Quotes in Zoho CRM with Kits
LE has some items that are sold in kits. A kit is multiple items grouped together. This means that the needed part item needs selected and additional part items need to be selected to complete the kit. In LE's system, only the main part number has a cost. All other items that are needed to complete the kit, will be listed at zero dollars.
Examples of Kit Items
| Item Sold | Additional Needs | Quote/Order Part Numbers & Additional Information Needed. |
Xport™ Star Control 120 Comp | Indication of what lubricant to place in the unit | Xport Star Control 120 Comp - LEX-VARCNTRL120-COKT Filled with 4622 |
| Xport™ Star Vario 60 LC Comp | Indication of what battery type is needed Indication of what lubricant to place in the unit | Xport Star Vario 60 LC Comp - LEX-VAR60-LCKT Xport Star Battery Pack - LEX-VAR-BATPAK Star Fill with 1274 |
Xpel™ Oil Storage Container Kit w/ Stumpy Spout & 1.5-L Drum | Indication of lid color Indication of label pocket frame color Indication of drum ring color | Xpel Stumpy Spout Kit 2 L - LEX-SSK2L Stumpy Spout Lid - Color Blue Label Pocket Frame - Color Blue Drum Ring Color - Blue |
Quote/Order Entry
As long as the order contains all the needed information, your order will process as entered. If you neglect to provide some of the needed information, the Customer Service Department will place the order on hold and contact you for the needed information.
So if you provide the main part number, you can supply the additional information in line text as shown below.
Example via Computer Browser
Example via App
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