Sales Kit

Process Steps

Create an Inventory Item with a Type = Kit
Assign pricing and defaults to the new item.
Create a new Kit record in Bill of Materials/Kits of Type = Kit with the parent item set as the item defined above
Add Items to the Kit
Publish the Kit

Note

A Sales Kit is a phantom Item that represents the bundle of products established as part of the kit structure.
Sales Kit's do not track Item Quantities or Item Costing.
Sales Kits cannot be purchased.

The Price of a Sales Kit is Allocated to the items that make up the bundle on a prorated basis of individual prices for gross margin analysis.

Example :

Stereo Kit (Receiver & 2 Speakers) has Price of $1000

This Action will change the Status to Active and allow the Kit to be used in Invoices.

This Action will change the Status to Obsolete and not allow the Kit to be used again it is re-published.

An Obsolete status allows the kit to remain for historical purposes but it cannot be used in an Invoice

This Action will change the Status to Pending and not allow the Kit to be used again it is re-published.

A Pending Status is used to create or edit a kit.

Enter an alphanumeric name to represent the Kit.

(4) Type

Allows the user to select between Kit or Bill of Materials.

The Inventory Item that has been created as Item Type = Kit.

The Parent Item is what will be referenced on an Invoice.

The current status of the Kit.

Select Action to Add, Delete or move an Inventory Item on the grid.

Shows the status of the Inventory Item added to the grid.

Displays the description of the Inventory Item added to the grid.

Displays the Unit of Measure for the Inventory Item added to the grid.

Enter the Quantity of the selected item in the kit.

Optional - Enter additional comments relating the Inventory Item added to the grid.