Creating Product Kits

Product kits are comprised of multiple components sold together as one unit. For example, the ABC Kitchen Sink product kit contains all the components making up a kitchen sink – sink, faucet, and hot and cold taps.

Use Product Kit Maintenance to create product kits. When creating product kits, define the following:

Whether the product kit is a standard kit or dynamic kit.
Calculation methods to use in selling the product kit.
Kit components of which the product kit is comprised.
Kit component settings, such as whether the product kit can be sold without the component.

To create a product kit:

From the Files menu, select Product to display the Product Maintenance screen.
Create or open the product record to use in creating a product kit.

Note: If you open an existing product record, it must already be defined as a product kit in order to access the Product Kit Maintenance screen. In addition, the product record cannot exist on any open orders or bids, and its on-hand quantities must be set to zero before you can edit the record's product kit settings.

Use the Kit hot key to display the Product Kit Maintenance screen.

The system populates the Desc field with the product name.

In the Dynamic Kit field, enter Y to indicate that the product kit is dynamic; otherwise, enter N to set the product kit as a standard product kit.

Important: Once you define a product kit as dynamic, you cannot change it back into a standard kit.

To set price and calculation methods for the product kit, populate the following fields:

Field	Description
Calc Sell Method	Calculation method to use in determining the selling price of the product kit. Press F10 and select a calculation sell method to assign to the product kit. The system populates this field with Use Kit Product Price.
Calc Cost Method	Calculation method to use in determining the cost of the product kit. Press F10 and select a calculation cost method to assign to the product kit. The system populates this field with Use Kit Product Price.
Calc COGS Method	Calculation method to use in determining the cost of goods sold (COGS) for the product kit. Press F10 and select a calculation COGS method to assign to the product kit. The system populates this field with Use Kit Product Price. Note: Use the Cost Calc Basis hot key to change the Calc Cost Method field name to Calc COGS Method.
Prorate Price	Whether to prorate the price for the product kit when components are backordered. Enter one of the following: Y – The system prorates the product kit price when kit components are backorderd. When prorating, the system distributes the price across all generations that include kit components. The system calculates the prorated price using the list price for each kit component. If the system cannot find a list price, it uses zero. You can then ship key components of a partial kit and bill for those components on the current generation. Backorder unavailable non-key components, and bill for those components on the order generations with which they are shipped. N – The system does not prorate the product kit price when kit components are backorderd. Instead, the system charges for the entire kit on the current order generation. All backordered kit components on subsequent order generations use a zero price override. You can then ship key components of a partial kit and bill for the entire kit. Backorder unavailable non-key components for later shipment at no charge.

In the Print Components field, enter Y to print each kit component on tickets and invoices; otherwise, enter N.
Assign components to the product kit by populating the following columns for each kit component:

Column	Description
Quantity	Amount of the component needed to create the kit. Kit components can have different units of measure than the product kit. When allocating locations for kit components, the system uses the component's unit of measure and not the kit's.
Spoil %	Over-packing percentage to apply to the shipping quantity of kit components. Over-packing small items when they are enclosed in bulk for a manufacturing application compensates for unavoidable waste when the kit arrives at the customer's site. Extra components are added to the kit when the spoil percentage multiplied by the component quantity multiplied by the ship quantity of the kit results in a whole number (spoil % x component quantity x ship quantity = whole number). For example: If the spoil percentage is .02% for a quantity of 10 of component A, and 40 kits are ordered (.002 x 10 x 40 = .8), no extras of component A are added. However, if 120 kits are ordered (.002 x 10 x 120 = 2.4), two extras of component A are added.
Component Description	Product to include as a component in the kit. You can select products from product families or price lines. Note: You need the OE.PRODUCT.USE.REVIEW authorization key assigned to add a component with a product status of Review.
Key	Whether the component is a key kit component, meaning that it must be available to ship with the current order generation and cannot be backordered when selling partial kits. Enter Y to indicate that the component is a key kit component; otherwise, enter N. The default setting is Y.

Review the following information for each component:

Note: Use the View hot key to change the displayed column.

Field	Description
Avail	Amount of the component that is currently available on-hand. Use the View hot key and select Availability to display this column.
Dflt List	Default list price of the component. Use the View hot key and select Dflt List to display this column.
Cost	Commission cost of the component. Use the View hot key and select Cost to display this column. You need to be assigned the COST.VIEW authorization key to view this cost.
COGS	COGS (cost of goods sold) cost of the component. Use the View hot key and select COGS to display this column. You need the COGS.VIEW authorization key assigned to view this cost.

Press Esc to save changes and exit the screen.

More Options from the Product Kit Maintenance Screen

The Product Kit Maintenance screen also offers these options:

Hot Key	Function
Inquiries	Displays the Inquiries menu. Use this menu to access further information about the selected component.
Comment	Displays the Comments dialog box. Use this dialog box to add comments to a selected kit component. The comments will display below the component. Note: You can enter only one comment per component.
Stock Br	Places the cursor in the Br# field. Use this field to enter the stock branch for which to view the component availability, price, and costs by branch.