With the AccountMate 6.5's Kitting module, you can add the power of kitting to your Inventory Control module, creating and managing groups of inventory items packaged together as kits (such as the components of a computer system) and sold to others for assembly. Kitting integrates with the AccountMate Accounts Receivable and Sales Order modules.

AccountMate 6.5’s Kitting module is designed for use by manufacturers whose goods are often resold in many different configurations. This module enables you to track items as they are sold either individually or as components of a Kit, equipping you to make wise and up-to-the minute production decisions.

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 formula. You are not limited to stock items, saving time and disk space since there is no need to create item records that will be used only once.

Figure 1: Kit Formula Maintenance

AccountMate provides the ability to simultaneously build and ship kit items within one window. You can elect to ship kit items without going through the Build Kit Item function by deactivating the Require Pre-build option in the inventory record. This enables faster order processing.

Figure 2: Inventory Maintenance – Setting Tab

Figure 3: Quantity for Build On-the-Fly Kit Item Window

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.

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.

When moving units of an item from one warehouse or bin to another, you can specify the kit numbers of the units being moved.

Kit items are clearly flagged on their inventory records and on the transaction lines of sales orders, invoices and shipped sales orders.

You can manage the Kitting module easily through your ability to define the kit item numbers produced and through the one-stop setup of kitting for particular items within their item records.

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 itself.

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 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.

A customized kit item is a kit item that has been created 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.

An Inventory Control report that displays information about standard kit formulas provides a quick way to review standard kit item formulas in order to select the one that best suits a desired purpose. You can specify all or a range of item numbers and components, and can sort by item number or component.

Figure 4: Kit Formula Listing

Review kit item transactions by using a special Inventory Control report that includes a variety of details about kit item transactions. This report can show information about all or a range of kit items, and can list only built kit items, only voided (disassembled) kit items, or both built and disassembled kit items. It can also include kit items in a particular location or a range of locations, and kit items built on a particular date or a range of dates.