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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 enhanced further 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.
Kit Formula Maintenance
Building Kit Items On-the-fly
Kit items can be defined in the inventory record to require “pre-building.” In
situations where kit items need to be assembled on demand, these kit items
can be set up to not requiring pre-building. This option allows a kit item to
be put together “on-the’fly” during shipment; thus, expediting the shipment
process.
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.
Inventory Maintenance - Settings Tab
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.
Using Kit Numbers
You can choose to assign a
kit number to each specific kit
item. A kit number allows easy
identification of the kit item
unit and provides specific
information during production
runs. This option also helps
facilitate tracking of the
movement of the kit items in inventory.
Quantity for Build On-the-Fly Kit Item Window
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.
Assigning Serial Numbers to Kit Items
When the Specific Identification cost method is used, you can assign serial numbers to
the units of a kit item regardless of the use of kit numbers. Tracking kit items by serial
number is another simple way to track the movement of kit items in the system.
Assigning Lot Numbers to Kit Items
In addition to the assigned kit numbers, you can assign lot-controlled numbers to a group
of kit item units. For example, you can assign a specific lot number to all the kit item units
built, assembled, or packaged on a particular day or by a particular person.
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.
Customizable Kit Formula
Though many kit items may use standard components, AccountMate provides the
flexibility to allow customization of a kit item in order to meet the special needs of a
customer or a specific sales order. During sales order creation, you can customize a kit
item by adding or removing components. The customized kit item can be built in the
system and be reserved for the particular sales order.
Supporting Non-Stock Components
The Kit Formula Maintenance function provides a very simple and straightforward way of
assigning components for kit items. The system also provides full flexibility by allowing
you to add non-stock items to a kit formula. Therefore, uncommon kit components do not
need to be added to the system.
Kit Reporting
A set of kit item reports provides ease in reviewing various kit assembly information and in
proper tracking of the kit items in inventory.
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