The kits are items in the inventory file. All the standard tracking that applies to other items also applies to kit item. Kit items can either be Stock or Non-stock inventory items. The type of item determines the level of flexibility during sale and how they are built into stock. Stock items are set up before the first sale and the configuration is permanent. Once a kit is sold, it is no longer possible to change the kit configuration. Non-stock items are set up in advance but they are built during the sale. Since they are built during the sale, and they can be changed, they cannot be returned without manually adjusting the components.

There is considerable flexibility in how the kits are set up. Items in the kit can be set up as optional or mandatory. Optional items can be included or not during the sale, as needed. Kit items can be priced manually, or they can be set up to compute the price based on the sum of the components.

To create a kit, select Kit Maintenance from the Extension Menu in either accounts receivable or sales orders. Enter the number and either select an existing kit or add a new one. If the item number already exists in inventory it can be selected and used for the kit. If the item is not in the inventory file, the opportunity is provided to add a new inventory item. Once the item is added the screen in Figure (1) will be displayed.

• List Type: (Items/Descrip/Line items): Determines how the item will print on invoices and sales orders.

Press

• I - to list the individual components of the kit
• D - to use the six line description to the right
• L - to use the standard line item description in the inventory file.

Price Update From Components: (Y/N) Determines how the item price for the item will be computed.

Press:

• Y - to use the total price of the individual components of the kit.
• N - to use the price entered in file maintenance for the item.

Minutes To Complete Each Kit For reference purposes only. Economic Batch Quantity: For reference purposes only. Assembler to Produce: For reference purposes only.

Once the basic information has been entered the kit will be saved and then it is possible to add the components. Once saved the choices at the bottom of Figure (1) will be displayed. To select a choice press the first letter.

Press:

• E - Edit the information about the kit as mentioned above.
• D - Delete the kit.
• P - Print the kit component information including onhand information.
• L - Line items. Enter and select items that will be components of the kit
• N - New kit. To create a new kit from this kit, start by adding a new inventory item through inventory maintenance. Once the item has been added, select new kit and enter the item number. A new kit will be created with the same components and information in the kit being copied.
• A - Assemble. This choice will be available for kits of stock items and this is how the assembly is recorded.
• F - Forward to the next kit
• B - Back to the last kit
• Q - Quit

When Line items is selected and no items exist the choices will be to add or quit and a blank screen of components will be displayed. Once one or more items have been added a screen similar the one depicted in Figure (2) will be displayed.



• Enter Choice (Add/Delete/Edit/Fwd/Back/Quit)
• Press A - Add new components to the list.
• D - Delete components from the list.
• E - Edit information about the components of the kit. See figure (3) for more detail.
• F - Forward to additional pages if there are any.
• B - Back to previous pages.
• Q - Quit and return to the kit screen.

As new items are entered the list will be displayed. If a new component is added, or an existing item changed, the window displayed in Figure (3) will be displayed. Each item (component) must first be in the inventory file to be included. The choice to add new items to the inventory file is not provided during this entry.

Enter the detailed information about each of the components. This information determines how the kit is priced and how it is sold.

• Item Number : Item number previously entered (display only).
• Description : The description defaults from the inventory item with the same number. Changing the description here will only alter it for this kit and will not change the inventory item itself.
• Discount for this item: Discount percentage to use if pricing the total kit based on the components.
• Use Price (Y/N): Select Y if this item is to be used in calculating the price of the kit.
• Component Optional (Y/N): If the item is a non-stock item and the component is optional, the choice will be provided during the sale to exclude the item from the kit. If it is excluded, it will only affect the one sale and will have no affect on the basic kit configuration. If the component is not made optional, it will not be able to be excluded during a sale.
• Component Sequence Number: This number is used in several printouts to determine the order in which the components are listed.
• Quantity for Kit: How many are included in a single kit.

Non-Stock Kits

As mentioned above, non-stock kits can be further defined during the sales entry. If a non stock kit is set up with optional items , and it is selected during sales entry, a window will pop up as depicted in figure (4). At this point the optional components will be displayed and can be changed to zero if desired, or increased in quantity. The order will take the changes into account when the order is completed. It will allocate one kit to sales in the inventory file. Selected components will also be allocated in the quantities entered. When the kit is shipped or invoiced, it will have no effect on the inventory quantity of the kit item, but the quantities for all the components will be updated, and the allocated quantity of the main item will be reduced.

Once a line item has been saved the following prompt will be displayed at the bottom of the screen.

Press:

• C - Change the configuration if non-stock.
• V - View the standard configuration.

Once an order is entered it is possible to go back and change the configuration, as long as the kit has not been even partially shipped. Once the item has been partially shipped the configuration can no longer be altered. As with all invoice items, the kits cannot be changed once the invoice is complete.

Unlike non-stock items, the configuration of stock items cannot be changed once sold. Once an order is entered it is possible to go back and change the configuration, as long as the kit has not been shipped or built. Stock items are assembled through the file maintenance menu.

• Kit Listing
• List of kits in the system.
• Item Number : Enter Item number or leave blank to print all.
• Type of Kit (Stock/Non-stock/All)

Press:

• S - Stock Kits Only
• L - Non-Stock Kits Only
• A - All Kits regardless of type

Press

• S - Summary report only, does not show the components.
• D - Includes the components

List of kits in the system with more detailed information about the components.