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Add Folder, Kit, Item

Add Folder, Kit, Item

Introduction

In UltraCart, your product catalog is structured using Items, Folders, and Kits:

  • Items are individual products available for purchase.

  • Folders are used to organize items into logical groups, making catalog management easier.

  • Kits are bundled offerings that combine multiple items into a single sellable product.

Each serves a different purpose, and understanding how to create and manage them is key to keeping your catalog organized and your storefront optimized.


Quickstart (TL;DR)

  1. Go to Items → Item Management.

  2. Click the Add (+) button.

  3. Choose Add Item, Add Folder, or Add Kit.

  4. Fill out the form.

  5. Click Save.


Adding a Folder

  • Hover over add in the item list header and select Add Folder.

  • Enter a Folder Name and optional Description.

  • (Optional) Choose a Parent Folder if you want to nest this folder.

  • Click Save.

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At the next screen enter a name for the folder. The Folder Name can be anything you choose. Its a great way to separate items into smaller categories for ease maintaining them.

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Note: Folders are for back-end organization only and don’t appear on your storefront unless explicitly configured.

 

Adding a Kit item

  • Hover over add in the item list header and select Add Kit.

  • Enter a unique Item ID and Description.

  • Under Kit Composition, select items to include in the kit.

  • Configure pricing and inventory options (e.g., pricing method, component visibility).

  • Click Save.

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 You'll arrived at the kit item editor to populate the fields and add the kit components (items).

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Note: Kits are great for offering bundles, gift sets, or promotional packages.

Adding an Item

  • Hover over add in the item list header and select Add Item.

  • Enter the following required details:

    • Item ID – A unique identifier (e.g., SKU123).

    • Description – A customer-facing name for the item.

  • Optional: Fill in pricing, inventory, shipping, and category details.

  • Click Save to create the item.

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 This will then take you to the item editor to create a new Item.  Click Save when finished.

Tip: After creating the item, you can use the Item Editor to configure additional options like images, upsells, digital delivery, and more.

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Best Practices & Tips

  • Use Folders Thoughtfully: Group items by brand, category, or season for easier long-term management.

  • Descriptive Item IDs: Use item IDs that make sense to both your team and your fulfillment center.

  • Leverage Kits for Value: Bundling slow movers with top-sellers can improve inventory turnover.

Troubleshooting / FAQ

Q: I created an item but don’t see it on my store.

  • A: Make sure the item is set to “Active,” has inventory (if required), and is assigned to a storefront category.

Q: Can I reuse the same item in multiple kits?

  • A: Yes. Just monitor inventory closely to avoid overselling.

Q: What if I entered the wrong details when adding an item/folder/kit?

  • A: No problem—just click on the item from the Item Management list to edit it using the Item Editor.

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