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 Overview

Sales kits allow you to group items that are normally sold together. The kit type inventory item is referred to as a “sales kit item.” Any inventory item assigned as a component of a sales kit is referred to as a “component item.” The price of a sales kit usually differs from the total price of the combined items when sold separately. When a sales kit item is ordered or invoiced but not taken from stock, the item is “exploded” into its individual components. The detail information for each component can then be modified in Sales Order Entry or Invoice Data Entry to accommodate special kit configurations.

Order the kit from stock to process the sales kit entry as a regular inventory item. Explode the kit and order the individual component items to automatically add all kit components to the order after the completion of the sales kit line entry.

 Before You Begin

• Sales kits can only be entered if the Inventory Management module is integrated with Sales Order.

• The sales kit must first be defined as a specific inventory item. Use the Sales Kit Maintenance window in the Inventory Management module to define and maintain sales kit information. Sales kit inventory items must be defined with Kit selected in the Product Type field in the Inventory Management Item Maintenance window. Each sales kit can consist of any number of component items and comment lines. Although the price of the sales kit is assigned to the sales kit itself, the cost of the kit is based on the total cost of all component items.

• If the Bill of Materials module is installed, use Bill of Materials Maintenance to maintain sales kits. If a sales kit is defined using Bill of Materials Maintenance, Kit must be selected in the Bill Type field for the bill.

• A sales kit can only be exploded if Always or Prompt are selected in the Explode Kit field in the Item Maintenance window.

• Only preassembled kits can be ordered from stock.

 

To enter a sales kit

1. Select Sales Order Main menu > Sales Order Entry or Invoice Data Entry, depending on whether you are entering the sales kit in a sales order or invoice.

2. Enter the order/invoice number and customer information on the Header and Address tabs. For more information, see Sales Order Entry - Fields or S/O Invoice Data Entry – Fields.

3. Click the Lines tab. in the Item Code field, enter the sales kit item code.

4. Depending on the selection made in the Explode Kit field in the Inventory Management Item Maintenance window, the following occurs:

5. If Always was selected in the Explode Kit field, the kit automatically explodes into its component items. This relieves inventory of the component items.

6. If Prompt was selected in the Explode Kit field, you are prompted to order the kit from stock or explode the kit into its kit components. Click Yes to order from stock without exploding the kit. Click No to explode the kit and order by component.

7. If Never was selected in the Explode Kit field, the kit is automatically ordered from stock in its entirety. The kit item is relieved from inventory rather than the components. If a kit is not exploded, an alternate item can be used.

Note  If a kit is exploded, in Shipping Data Entry, an alternate item cannot be used for the kit item or component items. You can replace a kit item with another kit item, or replace a bill with another bill that does not have options.

Note If Prompt is selected and a kit is exploded on a cross-ship line in RMA Entry, the components do not explode on the sales order until the line is accessed and the order is accepted. If Always is selected and a kit is exploded on a cross-ship line in RMA Entry, the kit will automatically explode on the RMA and the sales order.

5. Change any kit or component fields as necessary. You can insert and delete component items to substitute different components, or change the quantity for each component item.

Exploded kit items and components cannot be moved up or down in the grid. No other items can be moved between kit component lines in the grid. You cannot drop ship a sales kit item, but you can drop ship individual component items.

Note  You can delete the entire sales kit entry, including all component items, by deleting the sales kit line item. You can also delete individual components without deleting the sales kit.

6. If the Bill of Materials module is installed and a kit item with options is selected in the grid, you can click the BM Options button to select options from predefined option categories. After a sales kit item line is entered, you cannot change the sales kit options for the entire kit. For more information, see Enter Options for Standard Bills and Sales Kits.

7. Click the Totals tab and verify all information. Click Accept.

The sales kit and/or components are entered in the sales order or invoice.

The product line assigned to a sales kit item determines the Sales and Cost of Goods Sold accounts used for a sales kit. The product line assigned to each component item determines the Inventory account used for the component. The amount posted to the Sales account is determined by the price of the sales kit established for the sales kit item. The amount posted to the Inventory and Cost of Good Sold accounts is determined by the actual cost of the individual component items.

 

 Example - General Ledger Posting for a Sales Kit

The following example illustrates a typical general ledger posting for a sales kit (Product A) consisting of two components (Products B and C). The price of the sales kit is $100.00. The cost of Product B is $35.00, and the cost of Product C is $30.00.

	G/L Account	Debit	Credit
Sales Amount	Accounts Receivable	100.00
	Sales Account - Product A		100.00
		100.00	100.00
Cost Amounts	COGS Account - Product A	65.00
	Inventory - Product B		35.00
	Inventory - Product C		30.00
		65.00	65.00