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.
For information about fields in the Kitting Items form, click the Field List button in the title bar of this help topic.
Difference between kitting items and items assembled using bills of materials
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Kitting items allow you to group items for special promotions and sell them as a single item. Kits do not have build costs, and the kitting item is not treated as a stock item (so there are no stocked quantities of the kit — only of the components).
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Bills of material, on the other hand, are designed for manufacturing items from other items or subassemblies, and for stocking the new items.
For both kinds of assemblies, you must add the master item record and all of the component item records before you can define the kit or BOM.
Note the following points regarding kitting items
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You must add the kitting item record and all of the component item records before you can specify the contents of kitting items.
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Kitting items must use an account set code that specifies a user-specified costing method.
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You must choose the Kitting Item option for kitting item.
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Kitting items can include non-stock items — such as shipping or installation fees.
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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.
Before Defining the Components for the Kitting Items
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
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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).
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On the Items tab, in the Account Set Code field, select a code that uses a user-specified costing method.
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Uncheck the Stock Item box. Kitting items are non-stock items.
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Select the Kitting Item option.
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Continue entering information and choosing options on other tabs of the Items form and then click Add to save the kitting item.
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Set up as many other items to be kitting items as you need, following the above instructions.
You now set up kits.
To Set up Kitting Items
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Double-click the Kitting Items icon in the I/C Items and Price Lists folder.
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Using the Finder, choose the item number for the kitting item. (See the above instructions for creating the kitting item record.)
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Enter a kitting number, and then click the Go button (
) to activate the rest of the fields on the form.
The kitting number is 6 character code that identifies the list of components. You can have as many component lists as you need to accommodate alternative/substitute item components.
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Enter a description for the kit.
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To use this kit as a default setup, select the Use as Default option. (optional)
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Enter a comment if you wish.
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In the grid, use the Finder to select component item numbers.
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Enter the quantities for each component as well as the unit of measure for each quantity.
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Enter a Unit Cost, if allowed (for example, if the item has a user-specified cost).
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Click Add.
You can now use this kit in Order Entry. You can also set up I/C to track the items.
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).