Why:
Parts kits allow the parts department to create a ‘kit’ of parts that would usually be sold together. This saves time as the kits are added to orders rather than the individual parts.
Where:
Open the Parts Order View or Workshop Order View and open the parts or workshop order that you would like to add the parts kit to, then Select Actions > Parts Kits. This will display the Work with Parts Kits window.
How to Add Parts Kits to Orders:
From the Work with Parts Kits
window, highlight the kit you want to add to the order and select Kit > Issue
Kit to Order. This will display the Issue Kit to Order window that lists all the
parts in the kit. By default, against each part the include symbol 
. If you don’t want to add a particular part to
the order, double click the record and the symbol will change to the exclude
symbol 
.
When adding a parts kit to an order, as well as checking for insufficient stock, exchange parts and supersessions the system will also check for fixed prices. Depending on the set up of your system, a window might be displayed asking you to verify whether the fixed price is to be used, or the sale amount. Supersessions and bulletins (publish) must also be actioned before the kit is added to the order.
All parts added to an order via a parts kit will automatically assume sales category1. Before the parts kit is added to an order, you can choose how you want to see the price information displayed on the invoice. This can be selected from ‘Print Options’ field by using the drop down arrow which lists three options. A parameter controls whether these print options are made available or not. If the parameter is set at positive the ‘Print Option’ is unavailable.
The system default in this case will print parts at the line level on the invoice. If the parameter for print options is set to negative to allow print options to be displayed.
After the kit has been added to the order from the Order Details window double-click the kit line and the Amend Kit Line Details window is displayed. Here, there is a print option field offering 3 alternatives:
1. Price at Part Line Level. Selecting this option will print all part lines with quantities and prices, but won’t print the total kit price on the kit line header.
2. Price at Kit Header with Parts. Selecting this option will print the total kit price on the kit line header and print all part lines with quantities but not the price information per part line.
3. Price at Kit Header without Parts. Selecting this option will print the total kit price on the kit line header but won’t print any part line details.
Note! When a full credit is
created for an order that contains a parts kit, the print options will be picked
up from the original order.
When you issue a parts kit, there might be insufficient stock of some parts. A parameter controls whether stock is allowed to go negative (i.e. whether you can add them to the order or not) and another parameter controls whether you can add kit parts with zero quantities. Depending on the set up of your system, one of the following actions will be necessary:
You must enter a zero into the ‘Quantity to Deliver’ and ‘Quantity to Back Order’ fields. You can add the part to the order and enter a zero into the back order field. You can zero the delivered quantity field and create a back order transaction.
When deleting a part kit from an order, or a part line that belongs to a kit, a warning message will be displayed asking you to confirm the deletion.
What else would you like to do?
Related Topics:
Creating and Maintaining Parts Kits.
Printing a Picking Slip, see Printing and Re-Printing Picking Slip.