Kit Types

 
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Information Kits

º The Information kit is only used to group similar items together.
º The Information kit allows for Disassembly of items on Purchase Orders.
º Information kits can be serialized.
º The Information kit type has no effect on Invoices.
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Dynamic Kits

º Dynamic kit Parts do not have Stock Records. They are a Virtual Parts rather than a physical Parts in inventory.
º Dynamic kit item Parts are removed from stock at time of sale.
º Dynamic kit Parts cannot be serialized, but the kit item Parts can be ONLY on Exploding kits.
º The main kit Part Cost automatically recalculates when a kit item Part is deleted from the invoice and the ordered quantity is changed for the main kit Part or any of the kit item Parts.
º Dynamic kits can be either Exploding , (displayed on the invoice), or Non-exploding., (not displayed on the invoice).
º The kit price can be stored with the kit. Using this pricing method allows for manually control of the Retail Price for the main kit. Use this if pricing is different for the kit as a whole verses selling the individual Parts that make up the kit.
º Dynamic kits allow for Disassembly of items on Purchase Orders.
º Dynamic Exploding kits allow Alternate Parts or Modifiers.
º Dynamic Exploding kits allow individual item Parts to be removed from the invoice.

 

 
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Static Kits

º Static kits have Stock Records and are used to manufacture items before the customer purchases them. Static kits are stored in the system with the quantity on hand. Raw materials are removed from the system and are not available to sell. A rebuilt alternator would be an example of a Static kit. The core, brushes and other items would be removed from inventory and installed on a new completed item to be put on the shelf ready to sell.
º The individual kit item Parts are removed from Stock at the time the kit is built. Static kits do not explode onto the invoice because, by definition they have already been assembled. By setting the appropriate switches in the invoice setup area, however, items within the Static kit will explode onto the invoice with the retail prices set to zero for information purposes. Work Orders (Pick Slips/Pick Slip Checker) can also be made to explode the kits for the technicians to assemble, but not explode the kits on the Customer's copy of the invoice.
º Static, Serialized kits can contain Serialized items.
º Gift Cards can be included in this kit type.
º Static kits allow for Disassembly of existing Inventory items and items on Purchase Orders.

 

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Tag-Along Kits

º A Tag-Along kit can be added to another Tag-Along kit or Exploding kit. This is called nesting. Kits can be nested only one level deep and cannot be added to an item that is already part of the kit.
º A Tag-Along kit allows selling more than one item at a time. In general this 'kit' drags other parts onto the invoice when you sell it (Similar to an exploding dynamic kit, except that the main kit item is also shown, with a cost and retail price on the invoice). This is useful for selling a common accessories or bundles were the purchase of one thing triggers the inclusion of other thing.
º Tag Along kits can contain Serialized items.
º Tag Along kits can contain Gift Cards.
º Tag Along kits allow for Disassembly of existing Inventory items and items on Purchase Orders.

 

 

With Kit Options, you can sell one item and have the system place many items onto the invoice for you.

Dynamic kits remove the inventory (raw materials) from stock as the kit is sold. By definition, there are never any kits in stock, only raw materials, and when the kit is sold, each of the items within the kit has it's items removed from stock. If you explode a dynamic kit onto an invoice, it ceases to be a kit, but all the items are on the invoice. This will allow you to then substitute some items for others if required by the customer.

Static kits are built before the customer arrives. When you create a static kit, the system will remove the raw materials from stock and then add the kit into stock so that it is available to sell. This is useful for a small manufacturing operation that wants to record how many items have been built and are ready for sale, and to quickly view which raw materials are left over. The system can analyze the inventory and let you know how many kits you can build from the raw materials in stock, and/or which materials you need to purchase in order to build a certain number of kits.

Tag along kits are a variation on Dynamic kits, as the raw materials are sold as the kit is sold. However, if an item is sold with another item unconditionally, you can then build a tag along kit instead of having to build the item and insert it within a kit too.

As the word Explodes indicates, when you "explode" a kit onto an invoice, it will place all the individual items onto the invoice so each can be individually priced and will also allow you to substitute one item for another. If you explode the kit itself onto the invoice, it will normally be priced at zero and each item will instead be priced. This will give you the benefit of being able to see what is sold and keep track of how many package deals you sold over time. If you sell a static kit, you do have the option to explode it onto a work order, but each item will remain unpriced. This will allow the staff putting the order together from the work order to know which items to supply with the kit. The customer's final invoice can remain unexploded and not show the details. If you are selling serialized items within the kit, you must explode the kit in order to correctly select which serial number was supplied.