Kitting items are collections of items that are priced and sold through Order Entry as a single item. They are often collected together at sale time—such as a particular computer, keyboard, and monitor combination, or a back-to-school binder, pencil case, and felt pen set.
The cost of a kit is based on each individual item in the kit. If the price is based on costs, it is determined by the cost of all the items together.
Important! You use the I/C Items screen to create the master kitting item and create each component item. Then, you assemble the kit contents using the I/C Kitting Items screen.
Before you start
Add the master kitting item and each component item to inventory before you assemble the kitting item.
To add an item to be the master kitting item:
- Inventory Control > I/C Items and Price Lists > Items.
- In the I/C Items screen, click Create New.
- Enter a number
for the new item using the item structure or construct the item number.
- On the Item Number menu
, click Add/Edit. - In the I/C Construct Item Number screen, enter the item structure code to use or click
and select the structure code. - In the Value column of the table, enter the value of each segment (or click and select the value) for this item number.
- Click Select. The program formats the new number and uses it for Item Number; the item structure code that you selected is also displayed for Structure Code on the Items tab.
- On the Item Number menu
- For Item Description, enter a description for the item.
- On the Items tab for Account Set Code, select a code that has a user-specified costing method.
- Clear the Stock Item option.
- Select the Kitting Item option.
- Enter the remaining item information on the Items tab, the Units tab, the Taxes tab, and the Optional Fields tab.
- Click Save.
To assemble the kit by adding component items to the master kitting item
- Inventory Control > I/C Items and Price Lists > Kitting Items.
- In the I/C Kitting Items screen for Item Number, enter the master kitting item number, or click (the Finder button) and select the item.
- For Kitting Number, enter a unique number for the kitting item assembly, and then click the Apply button.
The kitting number identifies a list of components. You can have as many component lists as you need to accommodate alternative or substitute component items.
- For Kitting Number Description, enter a description for the kit with this number.
- Enter comments. (Optional)
- In the table, for each component of the kit:
- Click Add Line to add a line to the table.
Enter the number of the inventory item that is part of the kit, or click
(the Finder button) and select the inventory item. The program displays the item description and unit of measure.- In the Quantity column, enter the number of this component item to include in the kit.
- In the Unit Cost column, enter the unit cost, if allowed (if the item has a user-specified cost). (Optional)
- When you finish adding component items, click Save.