Creating A New Kit

Building a new Kit involves a number of steps.

If you are creating a permanent Kit, before you create the Kit record you must first create a Product record flagged as a Kit. See Creating A Kit-Flagged Product Record (Permanent Kits Only).

Note: This is not necessary if you are creating a temporary kit (i.e. a Kit only intended to exist for a short period of time), as the Kit-flagged Product record is automatically created when you create the Kit record.

The next step is to create the Kit record - see Creating A Kit Record.

Once you have opened a new, empty Kit record you must define the Kit by:

• Entering header details to specify the Kit's main details. See Entering Kit Header Details.

• Entering component lines to specify the Products that make up the Kit. See Adding Kit Component Products.

• Entering text lines. You may add up to 8 text lines. These might be used as instructions for making up the kits, for example. See Adding Kit Text Lines.

Once you have entered these details you must save the new Kit record. See Saving A Kit Record.

Note: When the new Kit record is saved, an associated Works Order Process record is created automatically, featuring the Kit as the 'output' product. If you created a Temporary Kit, the Kit's linked Kit-flagged Product record is also saved.

Note: Please read Kits: Important Information before you attempt to create a Kit.

This section covers:

• Creating A Kit-Flagged Product Record (Permanent Kits Only)

• Creating A Kit Record

• Entering Kit Header Details

• Adding Kit Component Products

• Adding Kit Text Lines

• Saving A Kit Record

NEXT: Creating A Kit-Flagged Product Record (Permanent Kits Only)