Adding Kitting Items

Kitting items are collections of items that are priced and sold through Order Entry as a single item, and 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 add a kitting (master) item record and all of the component item records. Then, you specify the kit contents using the I/C Kitting Items screen.

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When setting up kitting items, note that:

  • Kitting items must use an account set code that has a user-specified costing method.
  • You must choose the Kitting Item option for kitting items.
  • Kitting items cannot be stock items.
  • Kitting items can include non-stock components—such as shipping or installation fees.
  • Kitting items cannot use serial numbers.

Note: You can track kits using lot numbers or serial numbers for kitting item components. However, the actual kitting (master) item cannot be serialized.

Add each component item record before you add the inventory record for the kitting item.

To add an item record for a kitting item:

  1. Open Inventory Control > I/C Items and Price Lists > Items.
  2. In the Item Number field, use the Finder to select the item number, or type the code.
  3. On the Items tab, in the Account Set Code field, select a code that has a user-specified costing method.
  4. Clear the Stock Item field.
  5. Select the Kitting Item option.
  6. Continue entering information for the item, as usual.
  7. Click Add to save the item.

To add a record for the kitting (master) item

  1. Open Inventory Control > I/C Items and Price Lists > Kitting Items.
  2. In the Item Number field, use the Finder to select the item number for the kitting item, or type the code.
  3. In the Kitting Number field, enter a kitting number, and then click the Go Go button button to activate the rest of the fields on the screen.

    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.

  4. Enter a description for the kit.
  5. If you want to use this kit record as the default for setting up kitting items, select Use as Default.
  6. Enter a comment (optional).
  7. In the table, for each component item:
    1. Use the Finder to select the component item number.
    2. Enter the quantity and the unit of measure for the quantity.
    3. Enter a unit cost, if allowed (for example, if the item has a user-specified cost).
  8. When you have finished adding component items, click Add.

See the Order Entry help for instructions about assigning lot numbers to the components that you are tracking (if you use Sage 300 Lot Tracking).