Creating kits in SmartSuite is made up of three steps:
1) The master record (e.g. the box or bag storing all contents of the kit).
2) The sub-records (e.g. each individual resource making up the kit, box or bag).
3) Linking the sub-records to the master record.
Step 1: Creating the Master Record (Box or Bag to Store the Contents of the Kit)
1. Click -> Catalogue -> Catalogue.
2. From the toolbar at the bottom of the window, click the up arrow on the New button.
3. Select New Title from the options.
4. SmartSuite will create a new blank record.
5. Enter the name of your kit into the Title field.
6. Select the Media type for your kit.
7. Click the tab.
8. In the new copy, enter the:
- Barcode
- Location
- Sub-location
- Loan Type
- Renewal Type
9. Click .
Step 2: Creating the Sub-Records (Each Individual-Resource Making up the Kit, Box or Bag)
Step 3: Linking the Sub-Records to the Master Record
1. Click -> Catalogue -> Catalogue.
2. Click from the toolbar at the bottom of the window.
3. Locate the Master record.
4. Click the tab.
5. Click the icon next to the barcode you wish to use as your Master record.
6. Click .
7. Scan the barcodes of your sub-records.
8. Close the Kit Manager once you have completed scanning your contents.