A kit is an assembly product that is built, rather than sold in its component parts. For example, a cleaner may be a kit comprising a canister, a label, and multiple chemicals. The assembly identifies the component parts, and the kit requires that it be built and stored in inventory as a container of cleaner, rather than those components. A kit component might also include the labor required to build the kit.
To create a kit,
- first you create the assembly,
- then you flag that assembly as a kit,
- then create a work order to have the kit built,
- build the kit, moving components from individual inventory to the kit,
- and finally sell the kit.
The following options in File > Company > Master affect kit production:
|Company Master Flag||Definition|
|Auto Update & Complete Work Orders for Kit Production||
Set to Y to pre-populate Completed By initials in the Kit Production Work Order.
Set to N to make the Kit an "Open Work Order" until picked. Component products will not be deducted from inventory until the Completed Initials option is filled in.
|Auto Create Kit Sub-Assembly Work Orders||
Set to Y to allow Kits within Kits. If any of the components on a work order are flagged as kits, then a separate work order will be created specifically for those components as well. These "sub-assembly work orders" can be completed independently.
Alternatively you can complete the original parent work order, which will auto complete all sub-assembly work orders.
Note: When set to Y, required component quantities must be greater than 0.
- Go to File > Product > Master and create an assembly as described in Compile a basic assembly.
- On the Assemblies page of the Product Master Setup, select the Kit Production check box.
- To add the disassemble the kit and add its components to inventory upon receiving the kit, select the Disassemble on Receipt check box. When you do, a Disassemble % column where you can distribute the costs per component appears in the Components table. You can then use those kit components in other assemblies or kits.
- Click Save.
Tip for subkits
You can create a kit made up of several subkits. Add existing kits as the component products when you create the assembly. When you create a work order for the parent kit as described below, work orders for the component subkits are created automatically as well. You can complete each order individually or complete the parent kit, which will automatically complete and close all work orders for the subkits. Make sure the Auto Create Kit Sub-Assembly Work Orders flag is set to Y, as described in Company flags, above.
You may also choose to make yourself the Vendor for the Parent kit component, you will have to build these. If the product appears on your Critical Inventory list, you will know to create work orders to produce more kits.
- Go to Inventory > Kit Production.
- Click New.
- The BranchThe branch that is placing the Kit Production Work Order. The branch determines the Warehouse to which the kit defaults. By default, the branch will be the same as the one you are currently logged into., WasteThe quantity of each component that is "wasted" in the process of producing the kit. This amount will be added to the Required column and factored into the calculation of the Extended Cost., Entered ByThe name of the person who created the work order., DateThe date on which the work order was entered for the kit production. For new work orders, Inform automatically populates the current date. To change the date, choose a new one from the drop down calendar., and Completed ByThe name of the person who completes the work order. by default, this will be the same as the person who entered the work order if File>Company Master setting "Auto Update & Complete Work Orders for Kit Production" is set to Yes. options auto-populate to your default information.
Tip: If you want to keep the work order open, remove your name from the Completed By box.
- Under Kit Item, in the Product box, type or search for the Product Number of the Kit you want to build.
- In the Quantity box, type the number of kits you want to build.
- Type the amount of WasteThe quantity of each component that is "wasted" in the process of producing the kit. This amount will be added to the Required column and factored into the calculation of the Extended Cost. you will have after building the kit. For example, if you have a 12' pipe, but require only 10' to build the kit, then you will have 2' of waste.
- Check the Components section, which includes the UOM (unit of measure), Waste, RequiredThe quantity of each component that is required to build the kit.
You can change the required quantities by opening the Assembly Product in the Product Master, and modifying the quantities on the Assemblies tab. and AvailableThe quantity of the component available in the selected warehouse. quantities, CostThe adjustment cost for the item. This column displays only if you have set a value (ex. C2) for the Inventory Adjustment Cost Column setting in the Company Master. If no price was entered for the adjustment cost in the Product Master, this cell will be blank., Extnd CstExtended Cost. The Cost (adjustment cost) for the item multiplied by the Extended Quantity. If no price was entered for the adjustment cost in the Product Master, this cell will be blank. , and any Notes that were added during Assembly creation.
- You can also add components to the kit from here: click Add Component, and then specify the details. Note that changes you make here apply to this work order only. Added components are not saved as part of the kit.
- In the Picked By box, choose the name of the person who picks the components from the warehouse.
- Type any additional information you have for the picker or about the kit into the Comments box.
- Click Save.
On the Print Document pop-up that appears, you may choose to Print, View, Send, or Save the document, depending on your needs.
- If you created an Open work order (no Completed By), then you will need to build the kit, and then go back to this screen, open the Work Order, add the Completed By initials, and then Save. You can check the StatusThe status of the kit production work order: O) Open; C) Completed; S) Scanned (RF WMS); P) Printed.
- Once Completed and Saved, inventory moves from the individual components to the kit. For example,
Products Quantity Required Available Before Work Order Available After Work Order Completed Component A 4 8 4 Component B 1 1 0 Kit 1 0 1
- Open the kit product as describe in Create and edit products.
- Click the Analysis tab.
- Check the Inventory for On W/O Kit.
- On the Analysis page, click the Work Orders tab.
- All work orders appear. Click any Work Order link to open it.