Sales Order Kitting

Setup

In order to create new kit items, the system needs to know the item class to use for stocked and non-stocked kits. These settings can be found in the [Sales Order Preferences] screen (SO101000):

Specifying Kit Line Items

There is a new button available labeled “Kit Details” and a new column labeled “Kit Item?”:

The “Kit Item?” column will display whether or not the line item is a kit (stocked or non-stocked).

Clicking the “Kit Details” button will display the kit specification screen (IN209500):

Creating Kit Lines Items

There is a new button labeled “Create Kit” on the sales order screen (SO301000):

Clicking the “Create Kit” button will display a popup:

Kit Inventory Code: This field specifies the new kit item’s inventory code.

Kit Description: The new inventory item’s description.

Non-Stocked?: Specify if the new item should be stocked or not. If it is checked in the next field will become available.

Component Inventory ID: Non-stocked kit items cannot be added to a sales order without having a specification. This field provides the initial specification for the new kit (with quantity of 1) and can be expanded up after being added. Also note that non-stocked kits cannot have multiple revisions.

Example:

Kit Inventory Code: This field specifies the new kit item’s inventory code.

Kit Description: The new inventory item’s description.

Non-Stocked?: Specify if the new item should be stocked or not. If it is checked in the next field will become available.

Component Inventory ID: Non-stocked kit items cannot be added to a sales order without having a specification. This field provides the initial specification for the new kit (with quantity of 1) and can be expanded up after being added. Also note that non-stocked kits cannot have multiple revisions.

Example:

And like any other kit, the specification can be drawn up by using the “KIT DETAILS” button: