Selling and Customizing Product Kits

In most ways, selling a kit is like selling any other product. However, if any kit components are not available, you may order the kit differently, depending on how your system is set up. In some cases, you cannot order a kit unless all of its components are available. Or, you might be able to order the available kit components and backorder the rest.

To order a product kit:

Create or open a sales order and display the Body screen.
Enter the product kit just as you would enter any product. Entering a kit automatically includes all of its parts.
Complete the order as usual.

To customize a product kit:

Create or open a sales order and display the Body screen.
Enter the product kit just as you would enter any product.
With the kit item selected, use the Sched hot key to display the Scheduling screen.
Select the Kit hot key (which is only available if the product is a kit) to display the Product Kit Maintenance screen.
In the Quantity field, specify the quantity for each product.

Note: You cannot enter a negative quantity. For more information, see Returning Kits or Kit Components.

In the Component Description field, enter products using either of these methods:

Enter each product individually.
Enter a forward slash (/) followed by a price line or family. This opens a simplified Reorder Pad screen. The simplified screen omits last purchase and suggested purchase details.

On the Reorder Pad screen, specify the quantity for each product, then press Esc to move the items onto the Product Kit Maintenance screen.

You cannot add products that have a Delete status and no available quantity to a kit.

Edit other fields, as needed:

Field	Specifies...
Dynamic Kit	whether the kit is a dynamic kit.
Calc Sell Method	how selling price is determined. Press F10 and choose Use Kit Product Price; Sum Comp Price, Less Kit Disc; or Sum Discounted Comp Prices.
Calc Cost Method or Calc COGS Method	how cost is determined. Or use hot key to specify how COGS is determined. Press F10 for same choices as selling method. Not editable if dynamic kit.
Print Components (Y/N)	whether to print all components on tickets and invoices.
Br#	which branch's kit information to display. Edit using the Stock Br hot key.
Quantity	component quantity needed in kit.
Spoil%	spoilage percentage, used to calculate materials spoiled in manufacturing.
Component Description	description of product used as kit component.
Available, Default List, Cost, or COGS	the component's available quantity, default list price, cost, or COGS — depending on your columnar view. To change your view, use the View hot key.

Press Esc to close the Product Kit Maintenance screen and return to sales order entry.

Complete the order as usual.

Note: Custom kits built on the fly are not included in the Product Maintenance file for future use. For information about making kits that you can reuse, see Creating Product Kits.

More Options for Selling and Customizing Product Kits

The Product Kit Maintenance window also offers these options.

To...	Use this hot key...
view the Future Ledger for the selected component	Future Ledger
add a comment to the selected component	Comment
display the kit quantity available in a specific branch	Stock Br
choose the Availability, Dflt List, Cost, or COGS column view	View
toggle between the Calc Cost Method and Calc COGS Method fields	Cost Calc Basis