Kit Maintenance

The inventory system has been enhanced greatly with the introduction of Kit items. A kit is defined as either a counter kit: one that is created at the time of sale, or a manufactured kit, one that is created and placed on the shelf ready for sale. A counter kit has no inventory on hand, a manufactured kit does.

A kit item may belong to any category, or a separate category may be created for manufactured kits, if desired. There is no difference between a regular category record and one that is created for kit items.

Add the kit item

Identifying a kit item involves two steps within the item record in 6. inventory control > 1. file maintenance > 1. Master Files > 1. product master maintenance. 

First, enter [k] (not displayed as an option) in the reorder field on 

Then differentiate the item as a counter [c] kit or a manufactured [m] kit in the kit type field directly below. 

The remainder of the fields may be set up as usual.

Attach components to the kit

Once the kit item has been created and [F1] accepted, the user is prompted with maintain kit definition? 

If [n], the function is complete and the user is able to add a new kit number. The kit definition will have to be set up at a later date using the change product menu option. 

If the response to maintain kit definition? Is [y], a secondary input screen is presented for entry. The category, part number, description and barcode are displayed, as well as the average cost and kit type. Changes are not permitted to these fields.

The user will enter the category/part number combination for each product that will be used in the manufacture of this new item and the quantity that will be used. If the kit type is [m], the default for the sub field will be [n] and may not be changed. If the kit type is [c], then the sub field is available for entry and may be either [y] or [n].

A sub refers to the user’s ability to substitute another item for the one listed in the kit definition at the time of sale. Since a manufactured [m] kit is created and assembled prior to sale, no substitutions are permitted. However, a counter [c] kit is assembled at the time of sale and by its nature, requires the ability to sub out items on the fly.

The hide field refers to whether or not to hide the component items on the printed invoice. If the items are hidden on the printed invoice, then only the kit item will appear as with a normal item. When the items are not hidden on the printed invoice, then the kit item is printed as usual, and the component items are listed underneath. No pricing information is printed for the component items.

Kit Master File Listing

A new report has been added to the inventory control à inventory reports à additional inventory reports menu, called Kit Master File Listing. The user enters a specific category, a category range or [enter] to default to all categories.

For each kit item, the 5 price levels and the associated GP % are printed, as well as the cost and core price. Then, the details of the components for the kits are presented with category / part number and description, the quantity required for each kit and the costs, unit, extended and core. Totals per kit are provided.

Inventory considerations

As stated previously, no inventory is held on hand for counter [c] kits. The components are subtracted from inventory at the time of the sale, just as if each individual item was sold separately.

Manufactured [m] kits, however are held on the shelf ready for sale and therefore must be received prior to being able to be sold. Increases in inventory levels for [m] type kit items are done through Purchase order > Purchase Order Receipts processing > rush receiving. As the inventory of the full good is increased, the inventory of the component goods is reduced.