Inventory Control Menu -> Inventory Inquiry -> Kit (view only)
This utility that can also be added to an Additional Options menu to be accessible from the menu tree.
A kit refers to items which rent together.
Items in the kit can be rental or sales items, that are optional or
mandatory, and each item can be chargeable, no charge, or even have
a separate discount which applies only when the item is out as part
of a kit.
Kits can be maintained in the Kits window in the "Inventory"
parameters on the Operations tab of the Configure System Settings.
An operator must be assigned a Security
Role that allows permission to the Operations - Kits in
order to access this table.
A kit can be used two ways:
Example:
A kit can also be a complete list of items not necessarily
linked to a primary product, on a Contract, Reservation, Quotation,
or Miscellaneous Invoice.
In this second method, a list of items can be selected by asking
for a Kit Search when entering Reservations or Contracts. The
selected kit displays the complete list. Specific kit items may be
selected, and quantities changed as required by that customer.
Example:
2 - 5x5 Frame 2 - 7x4 Brace 4 - Coupling Pins 4 - Jack & Sleeves 4 - 8" Castors
In either method, a group may be selected as part of the kit
instead of selecting specific product numbers.
For example, the kit called Sander & Grinder Combo is made up
entirely of two entries: a group called SANDERS and a group called
GRINDERS. When this kit is selected on a contract, the Sander Group
is displayed and the operator is prompted to select 1 sander
product number. Then the Grinder group is displayed and the
operator is prompted to select a grinder product number.
Note: Other Kits or Suggest Sales Lists can be called from within a Kit.
Assigning the Kit to the products:
Kits can also be copied from the Group to products in that Group using Clone Group Information to Products.
To build a kit the prompts are:
The allocation of the revenue to the appropriate G/L inventory
revenue accounts occurs when the invoice is posted in Daily Close 2.
The revenue distribution to the G/L accounts is reflected on the
Sales Journals generated from Daily Close
3 and the product revenue is then reflected in all the product
revenue reports and inquiries.
The expanded detail record in the Invoice inquiries, shows the
allocated revenue amounts.
Conditions for Revenue Allocation:
Check this box if No Charge rental items in this kit should be
allotted a share of the revenue generated by the primary rental
item, proportionately based on the cost of the primary item and all
the eligible kit items.
When kits are included within kits, any No Charge items in the
"sub-kits" are also eligible for a share of the revenue of the
original primary item.
Uncheck this box if revenue distribution from the primary rental item should not be applied across any kit items.
Check this box to cause the kit items flagged to Add to
be automatically added to the Counter Worksheet with the default
quantities and charges.
Items that are not flagged to Add in the kit, are not
offered on the worksheet.
This speeds up the product selection process and also prevents the
operator from modifying kit information.
Uncheck this box to generate the kit windows in the worksheet and to prompt for quantities and charges.
Note: Serialized sales parts cannot be included on a kit, as a specific serial number needs to be associated with each part.
Search window:
The search window provides the options
to search by:
Assign a Kit:
Another kit # may also be entered on
the kit, or selected from the search window.
When entering another kit within a kit, identify the kit with
K* preceding the kit number.
e.g. To select kit 105 within this kit, enter K*105 in the
Product# field of the kit.
Assign a Group:
Alternatively, a Group number may be
entered, or selected from the search window.
To enter the Group number, type * in the Product# field.
Using a Group as part of a kit, provides the ability to create a
single kit which can represent multiple product numbers.
In the example of the Air Compressor, a Group called 250 CFM Air
Compressor could be assigned in the kit, instead of creating a
separate kit to list each 250 CFM air compressor product number
individually.
When a kit with a group is entered on a contract, the operator
will be prompted to select a specific product within that
group.
When the kit is entered on a reservation or quote, a specific
product need NOT be selected until the document is converted to a
contract or to an invoice. The specific rental product to replace
the group needs to be assigned at that time.
The Group on the kit represents a Rental product in the Convert Reservation To Contract, Convert Quote To Contract and Convert Quote To Invoice utilities.
But in Contracts and Invoices a Sales Product can be selected to
replace the Group, so if it is a Serialized sales part that is
required be sure to set the Group quantity on the Kit to 1 as only
one serial number can be chosen.
If another Kit was entered, the Kit description displays.
The Kit description does not print on the document and instead the
individual items in the kit will be listed.
If the product description is manually changed in Sales Inventory or in Rental
Inventory the operator is given the option to also update this
description on the Kit but only if the original descriptions are an
exact match.
If the product description is changed by the Export/Import Inventory Clean-up utility and this
product is included in a Kit the description on the Kit is also
updated but only if the original descriptions are an exact
match.
If the product's alternate language description is manually
changed in Sales Inventory or in Rental Inventory the operator is given the option
to also update this alternate language description on the Kit but
only if the original alternate language descriptions are an exact
match.
If the product's alternate language description is changed by the
Export/Import Inventory Clean-up utility and
this product is included in a Kit the alternate language
description on the Kit is also updated but only if the original
alternate language descriptions are an exact match.
If Group is entered on a Kit with a Quantity value greater than 1, a separate product record will be required for each quantity at conversion to a contract.
If a Non-Bulk rental is entered on a Kit with a Quantity greater than 1 assigned to the kit, the quantity added to the document will default to one even if multiple quantities of that primary product are added, and override checking is respected.
Uncheck this box if this item is included as part of the kit at no extra charge.
Note: If the kit has been flagged to Allocate Revenue from the primary rental item to the kit items, it is only No Charge rental items that will be recognized for the revenue distribution.
Kit item discounting provides the ability to bundle pricing when items are rented/sold as part of a package.
Customer Discounts:
If there is a discount on a kit
item and the document also gets a standard or customer rental or
sales discount then the standard/customer discount is taken as a
percent off the Kit item discounted rate/price.
e.g. If Document/Customer discount is 5%, and Kit item discount
is 10% and product rate/price is 100.00
Calculation would be:
Product Class Discount Control:
Specific Rental Product Classes can be flagged to not a
Allow Rental Discount on products in this class.
If this flag is set to prevent discounts, Kit items will still be
given any discount defined in the kit to allow "bundled" pricing by
kit, but will not be given any additional customer discount.
The discount on kit items from this Class can be changed in the
Select Kit Items window, but once the item
is added on to the document the discount can no longer be manually
adjusted.
Uncheck this box if the item is an optional part of the kit.
On the document this flag would then need to be manually checked to
include the item.
Check this box if the item is a standard part of the kit, and the default should be to include it.
Note: On the Counter Worksheet only items flagged to Add are included on the worksheet when the Counter Worksheet Auto Add features is activated.
Note: This print code can be changed by kit item on a Contract,
Reservation or Invoice if required.
To access the print code on the second detail line, expand the Kit
item line on the document.
Note: Items that are set to default Y (YES) are automatically
added to the shopping cart on the Portal website.
For items that are set to default N (NO), the customer will be
prompted whether the optional items should be included.
ACTIONS:
Additional actions provided by buttons on the Kit
maintenance utility screen (not accessible from the View
Only inquiries), include:
Create a Copy of a Kit:
After selecting the relevant Kit in the Kit Number field,
click the COPY button to create a new copy of that
kit using Copy Kits.
Update Kits from a Spreadsheet:
Click on the IMPORT button to use the Select a File to Upload utility to search for the
updated file and to rename it to "kit_import.txt" before
completing the upload.
File upload success is confirmed and the import is executed to
repopulate the Kits with the imported data.
A second spreadsheet is automatically created with the data to be
imported or with data errors encountered.
Confirmation to import is required if there are no errors.
Note: If the header information including the Kit 'Description', the 'No Charge Revenue Allocation' flag or the 'Counter Worksheet Auto Add' flag is changed and there are conflicting values for these fields for the same kit on the spreadsheet, the last record will be used.
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