Add Kitting Items
Before
you start
Before you can set up the list of component items for a kit, you must add each component item record and add the inventory record for the kitting item.
To
add the inventory record for the kitting item
-
Open the Items form (located in the Items and Price Lists folder), then use the Finder to select the Item Number (or type the code in the field).
-
On the Items tab, in the Account Set Code field, select a code that uses a user-specified costing method.
-
Uncheck the Stock Item box. Kitting items are non-stock items.
-
Select the Kitting Item option.
-
Continue entering information and choosing options on other tabs of the Items form and then click Add to save the kitting item.
-
Set up as many other items to be kitting items as you need, following the above instructions.
To add Kitting Items in Inventory Control:
-
Open Inventory Control > I/C Price Lists > Kitting Items.
Click here for help on kitting item fields.
-
Use the Finder to select the master Item Number.
-
Enter a Kitting Number, and then add a description.
-
Click the Go button (
) to open the rest
of the fields. -
Use the Finder in the Component Item Number field to select components for this kit.
-
Change the quantity or the unit of measure, if needed.
-
Enter a Unit Cost.
-
Click Add. (Or click Save if you are adding another item to a kit or deleting an item from a kit.)
See the Order Entry online help for instructions about assigning lot numbers to the components that are being tracked (if you use Sage ERP Accpac Lot Tracking).
Additional
information
-
You must add the kitting item record and all of the component item records before you can specify the contents of kitting items.
-
Kitting items must use an account set code that specifies a user-specified costing method.
-
You must choose the Kitting Item option for kitting item.
-
Kitting items can include non-stock items — such as shipping or installation fees.
-
Kitting items cannot have serial numbers.
You can track kits by using lot numbers or serialized inventory numbers for kitting item components. However, the actual kitting master item cannot have a serial number.
The cost of a kit is based on each individual item in the kit. If the price is based on costs, it will be determined by the cost of all the items together.