Using Sales Kits Home | FAQs & Troubleshooting

 

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Sales kits are groups of items that are normally sold together. The price of a sales kit usually differs from the total price of the combined items if those items were sold separately. When a sales kit item is ordered or invoiced using the Sales Order module, the item group can be exploded into its individual components. The detail information for each component can be modified using Sales Order Invoice Data Entry or Sales Order Entry to accommodate special kit configurations.

Note To fully utilize the Sales Kit feature, the Sales Order module is required. Transaction Entry does not automatically explode sales kits into their component items.

If you enter a new line item in Sales Order Entry or Sales Order Invoice Data Entry that is a kit type, the setting made at the Explode Kit field in Item Maintenance determines whether or not to explode the kit or to prompt to order the sales kit from stock.

• If Prompt is selected in the Explode Kit field, a message displays. If you click Yes at the message, kits do not explode; it orders the kit from stock.

• If Always is selected, the component lines for the kit item automatically explode without displaying the message. This also relieves inventory of the component items.

• If Never is selected, the kit line item is ordered from stock without displaying the message. If a kit is not exploded, an alternate item can be used. When Never is selected, the kit item, rather than the components are relieved from inventory.

Note In S/O Shipping Data Entry, if a kit is exploded, an alternate item cannot be used for the kit item or the component items. If you replace a kit item with another kit item, you are not prompted to explode the kit. You can replace a bill with another bill that does not have options.

A sales kit must be defined as a specific inventory item. Sales kit inventory items must be defined as kit-type items. Each sales kit can consist of any number of component items and comment lines. Although the price of a sales kit is assigned to the kit itself, the cost of the kit is based on the total cost of all component items.

Because sales kits cannot be components of other sales kits, the Sales Kit feature only supports a single-level assembly. In addition, Transaction Entry cannot be used to explode sales kit components. If you require these features, the Bill of Materials or Sales Order module is required.

The Sales Kit Report indicates that sales kits AB100 and AB200 use the component item SDF108 once per kit. It also indicates that sales kit AB300 uses this component twice for each kit.

Note If the Bill of Materials module is installed, the Sales Kit feature cannot be accessed from Inventory Management. Instead, you must use Bill of Materials Maintenance to maintain sales kits and standard bills.

To fully make use of the benefits of the Sales Kit feature, it is helpful to examine common examples of how sales kits can be used.

 Sales Kit Example

Sales kit item AB100 consists of a case and various tools. When this item is sold, the order can be filled from pre-assembled sales kit items, or the individual components can be pulled from inventory and assembled prior to shipping. A Sales Kit Report for this item may consist of the following information.

Sales Kit No.: AB100			Description: Deluxe Computer Tool Kit
Component Item	Description	Quantity
SDF108	Flat Screwdriver 1/8"	1.0
SDP316	Phillips Screwdriver 3/16"	1.0
TWS434	Tweezer/Pincher 4-3/4"	2.0
DCBLK	Deluxe Case - Black	1.0

 

 

 Sales Kit Where-Used Report Example

The Sales Kit Where-Used Report provides a listing of all sales kits using a particular component item. This report is useful to determine if a component can be deleted from inventory, or if a replacement component can be used. You can also use this report to determine which sales kits may need to be repriced due to a change in component costs.

Example: Component item SDF108 can be used in several sales kits, including AB100, AB200, and AB300. A Sales Kit Where-Used Report may contain the following information.

Component Item: SDF108
Sales Kit Item	Description	Kit Quantity
AB100	Deluxe Computer Tool Kit	1.0
AB200	Standard Computer Tool Kit	1.0
AB300	Screwdriver Set	2.0

This listing indicates that sales kits AB100 and AB200 use the component item SDF108 once per kit. It also indicates that sales kit AB300 uses this component twice for each kit.

 

 Sales Order Kit Example

When the Sales Order module is integrated, the sales kit item code(for example, AB100) can be entered in Sales Order Invoice Data Entry or Sales Order Entry when the sales kit is sold. The component items, including any comment lines, can be inserted (exploded) in the order, invoice, or sale. To calculate the total quantities required, the quantities ordered for each kit are multiplied by the quantity per kit for each component.

Example: If five of the sales kits from the previous example are entered, the following lines are inserted in the sales order.

Item No.	Description	Qty Ordered
AB100	Deluxe Computer Tool Kit (Sales Kit Header Line)	5.0
SDF108	Flat Screwdriver 1/8"	5.0
SDP316	Phillips Screwdriver 3/16"	5.0
TWS434	Tweezer/Pincher 4-3/4"	10.0
DCBLK	Deluxe Case - Black	5.0

The price of the sales kit is determined by the price information established for the sales kit item (for example, item AB100). A price is not associated with the individual component items.

If components are exploded, the cost of goods sold associated with the sales kit is determined by the total cost of all component items. The cost for a component is determined by the costing method used by each item. If the kit item is not exploded, the cost associated with the kit item is used and is determined by the costing method used for the kit item.

The sales information (sales amount and cost of goods sold) for a sales kit is recorded (for example, item AB100). The same transaction is recorded as an issue for each component item. This ensures that the Inventory Sales Analysis report does not double the sales amount associated with sales kits (once for the sales kit item, and again for each component item).

For more information, see:

Sales Kit Maintenance

Costed Sales Kit Report

Product Line Maintenance