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Kitting
Module
Creating Kit Items
Kit items are inventory items created
by packaging units of other inventory items together for sale to
and assembly by the customer. For example, instead of assembling
a complete bicycle for sale, or selling each part as a separate
item, the manufacturer might package a kit consisting of the frame,
wheels, handlebars, seat and pedals, which the purchaser could easily
assemble.
Kit Formula Maintenance is further enhanced so a non-stock item
can be designated as a component of a kit item. This saves time
and disk space since there is no need to create item records for
non-stock items.
Building Kit Items
AccountMate provides the ability to simultaneously build and ship
kit items within one function. You can select to ship kit items
without going through the Build Kit Item function by unmarking the
Require Pre-build option in the inventory record during initial
set up. This enables faster order processing.
Disassembling Kit Items
If a kit item unit is disassembled because it is overstocked or
its parts are needed for a separate sale, the disassembly and disposition
of its parts is recorded through the Maintenance menu of either
the Inventory Control or the Sales Order module, whichever is applicable.
Using Kit Numbers
You can choose whether or not to assign kit numbers to kit item
units. Kit numbers can be used for item identification as well as
for additional production run information.
Tracking In-house Movement of Kit
Items
When moving units of an item from one warehouse or bin to another,
you can specify the kit numbers of the units being moved.
Identifying Kit Items
Kit items are clearly flagged on their inventory records and on
the transaction lines of sales orders, invoices and shipped sales
orders.
Administration of the Kitting Program
You can manage the Kitting module easily through your ability to
define the kit item numbers produced and through the one-stop set
up of kitting for particular items within their item records.
Integration of Kitting with Serial
Numbers
Kit item units can also be individually serialized. This permits
the assigning of serial numbers to units of a kit item, in addition
to assigning a kit number to each kit unit itself.
Integration of Kitting with Lot Control
Lot control numbers can be assigned to groups of kit item units,
in addition to assigning a specific kit number to each unit. For
example, all of the kits for the assembly of a computer workstation
packaged on a particular day, by a particular person, or using particular
parts, can be assigned a specific lot number.
Standard Kit Items
Standard kit items can be pre-built according to a standard kit
formula defined through a Maintenance menu function and stocked
in inventory, or they can be built as needed according to the same
formula.
Customized Kit Items
A customized kit item is a kit item which composition has been modified
for a particular line-item transaction on a sales order. The customized
formula applies only to the particular sales order and does not
affect the record of the standard kit formula. You can customize
a standard kit formula as often as necessary.
Kit Formula Listing
An inventory report that displays information about standard kit
formulae provides a quick way to review these formulae. This expedites
the selection of the kit formula that best suits a specific purpose.
You can specify all or a range of item numbers and components to
be included in the report, and sort the information by component
or item number.
Kit Item Transaction Report
You can review kit item transactions by using a special Inventory Control report that
includes a variety of details about kit transactions. This report can show information about
all or a range of kit items, and can list built kit items only, voided (disassembled) kit items
only, or include both built and disassembled kit items. It can also report on kit items in a
particular location or a range of locations, and kit items built on a particular date or a
range of dates.
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