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Step 11

Create and link a position kit

Video coming soon

Prepare item suggestions suited to a position or a staff member.

  1. 1

    Open ‘Personnel › Kits de poste’ (People › Position kits)

    Click ‘Ajouter un kit de poste’ (Add a position kit).

  2. 2

    Build the kit

    Enter its name, then add the items and quantities you want. You can suggest a variant, but a parent item can be left without a variant at this stage. Create the kit.

  3. 3

    Attach it to positions

    A kit can be attached to several positions. Each position can carry only one kit.

  4. 4

    Link it to staff members

    Use ‘Affecter à des collaborateurs’ (Link to staff members) or the kit selector on their record. The position’s kit may be suggested, but the link still has to be saved.

  5. 5

    Assign the suggestions you keep

    In ‘Kit de poste et suggestions’ (Position kit and suggestions), choose the items needed, the variants and the quantities, then click ‘Attribuer’ (Assign). Remove any suggestions you don’t need.