Datagate: Create a Custom Kit Template Bundle

Updated at August 9th, 2024

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Table of Contents

Scope Requirements Creating Kit Template

Intended Audience: All White Label Partners

This document outlines how to create a Kit Template in Datagate. Kit Templates are a great way to create custom bundle packages for your customers.

Creating Kit Template

Login to Datagate
Click the Hamburger menu to expand
Click Kit Template
Click the +
Complete the following and click Save
1. Product Kit Name: Name of Bundle
2. Product Kit Description: Description of Bundle
3. In Advance Setting: Usually One Month in Advance
4. Allow ProRata: Optional: Check only if you want to allow proration
5. Exclude Surcharges: Optional
Click Products
Click the +
Add the Product Template you wish to add to the bundle
1. Example: Bundled Seat
Click Save
Repeat steps 8-9 for all applicable products
Once All products are added. Edit the Sell price for each product to calulate the Sell price of the Kit Template
1. Click the product inside the Kit Template
2. Click Edit under Recurring Charges/Period
3. Edit Sell Price and click Update Charges
4. Click Save
5. Repeat for all products, if applicable
  1. Example of products listed in Kit Template
Click Details
Verify Kit Template Sell Price is correct
1. Repeat steps 11a-11d if additional updates are needed to the Sell Price

Note: To add a Product Kit to a customer, follow the same steps in this doc but choose Product Kit

template bundle custom kit