Using Kits

Configure Using Items

Kits are Items grouped together in a ready-to-ship set. Items can be in a Kit but can also be sold separately.

For example, a power lead for a computer could be sold as part of a Kit i.e. Laptop, mouse, power lead. Alternatively, your customer could just order a replacement power lead.

A Kit is an individual SKU. The components of the Kit are specified on a bill of materials for the respective Kit Item.

Kits are different from Assembly items

You have to build an Assembly Item for it to be in stock. The process of building an Assembly Item changes the stock levels.

When you build an Assembly Item, our system performs a stock adjustment. The component stock of the relevant Assembly is reduced and the number of built Assemblies increases.

The obvious implication is the component stock is no longer available for allocation to Sales Orders, and therefore cannot be sold individually if it is ‘built’ into the Assembly Item.

Kits are preset blueprints for ‘bundles’ of Items

When you add a Kit to a Sales Order the component Stock Items are allocated from Stock. Allocation reserves stock for each Sales Order.

This action decreases ‘Free’ Stock and increases Stock ‘On Hand’ levels.

The physical stock in the Warehouse is only reduced when the Kit or other Stock Items on the Sales Order line item table are selected and a Sales Invoice or Cash Sale is created.

The bill of materials of a Kit can be viewed and edited on Sales Orders

Kits can be composed of different types of Items i.e Stock, Non-Stock but not Stock Assemblies.

Future enhancements to allow Assemblies to be added to KIts is planned. An announcement will be made via the release Notes site in dues course.

You cannot add a Kit Item within a Kit Item. when a Kit is added to the line item table on a Sales Order there are controls in the Item Code column to:

View the bill of materials (components) of the Kit if the Sales Order has been saved.

View and edit the components of the Kit’s bill of materials if the Sales Order is in Edit mode.

In Edit mode you can perform the following actions:

Delete Line Item This action deletes the Line Item and its associated row.
Change Qty This action changes the quantity of the selected component.
Change Unit Price This action changes the Unit Price of the selected component for this specific order. The new unit price on the respective line Item will reflect the sum of balances in the table.
Add Items You can add Items to the bill of materials.

Purchasing Kits

Kits cannot be used on Purchase Documents. Kits are Items you sell.

Reports

Kits have dedicated reports. There are currently two reports. These are located in Reports > Standard Reports > Products & Services.

  • BOM Components – Show Kit Items – shows a breakdown of bill of materials (BOM) by Kit. If all of the Items in the Kit have been allocated on a Sales Order then the ‘Qty on Hand shows the number of Kits on hand.
  • Kit Items – Show BOM Components – shows Items used in Kits.

Working with Kits

Key things to know:

  1. When you create a Kit Item you have to populate the Bill of Materials (BOM) tab on the Item.
  2. On the BOM tab, there is a checkbox ‘Use unit price from Item’. Check this box if you want to override the sum of the unit prices on the BOM line items and default to the Unit price you set on the Sales Price on the Sales Tab.
  3. When you add a Kit to a Sales Order, the allocation mechanism will allocate the stock on the BOM to the Sales Order. See ‘Using Stock Allocation’.
  4. You can edit a Kit from the Line Item table on a Sales Order – use the ‘pencil’ icon. The Sales Order must be in Edit mode to do this.
  5. On the WMS manager Goods Out, when you select an Order containing a Kit the Order Items pane will display the Kit. Use the Kit + control to expand the view to show the Kit components. You can now select and pick the Kit components.

Kit Item: Reference

Sales | Prices tab


Item Code A unique alphanumeric identifier
Sales Description
Matrix Parent Select an Item (see ‘is Matrix’)
Barcode For barcode readers. i.e. Item part # or UPC code. This will be printed on Order, pick, pack and ship documents.
Serial Number Don’t use, check out the Warehouse Management System (WMS)
Item is Active Is available for use on a new Document
Item is Sold Is available for use on a Sales Document
Is Matrix Check and save to make this ‘Matrix master
Commodity Code Google commodity code for your respective country
Lot Number not in use
Pricing details
Unit Price The base selling price
Sales Units The sales unit of measure i.e. ‘each’ – see ‘Unit of Measure relationships’
Item Tax The Item is taxable
Foreign Price

The default price commensurate with the customer’s default currency.

In other words, if your base currency is USD and your customer pays you in CAD, then this is a fixed price for this Item in CAD.

Selling Information
Free text area If you enter information here, and ‘i’ will appear on the Line Item when you add this Item to a Sales Document. Links and text allowed
Related website I.e. a product page on your website
Cross | upsell information
Free text area If you enter information here, and ‘i’ will appear on the Line Item when you add this Item to a Sales Document. Links and text allowed
Size and Weight
Dimension Units i.e inches, centimetres etc
Height
Width
Length
Weight Units i.e lbs, kg, etc
Weight
Volume Units i.e. lb/ft³ etc
Volume
Shipping Information
Item is drop shipped Not in use
Pack separately Info only
Weigh before shipping Info only
Number of units per box Info only
Shipping instructions Info only

BOM tab


A table of components. Find and add Items here.
Use Unit Price from Item When checked total the Sales Unit Prices. You can add your own bundled price when checked.

Classification tab


Categories
Category A top-level key i.e. Manufacturer
Attributes
Name I.e. the product color
Value I.e. red, amber, green
Auto description Used by Matrix Items
Class
Item Class Classification for the item when it is put on the Line item, and used in the general ledger.

Images tab


Image 1, Image 2, Image 3, Image 4 Placeholder for an uploaded images

Accounting tab


Income where the income is posted on the general ledger (profit & loss)
*** Expense where the cost is posted on the general ledger (profit & loss)

E-commerce tab


Customer Portal
Available in Portal Cart Will display this Item in the TAP (Trade Acceleration Portal)
Shopping Cart Information
Cart Mapping The cart it’s used on
Utility Fields
Price Impact Contact support.

Custom fields tab


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