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Quantum VS Help: File Maintenance |
Quantum VS enables you to group together two or more products into a 'kit'. A Kit is treated as a single product, so that instead of buying all of the individual component Products separately the customer may simply purchase the Kit.
For example: say you sell the following Products:
Candy White Ceramic Tiles
Candy White Tile Strip
Candy White Tile Inserts
You might wish to create a Kit which includes one box of each of the above products. Customers may then purchase the Kit rather than buying boxes of the individual products separately. A Kit has its own Kit price which is not necessarily a multiple of the component Product prices.
Bear the following in mind before you create a Kit:
Creating a new Kit involves:
Creating a Kit-flagged Product record (i.e. a Product record flagged as a Kit. this step is not required if you are creating a Temporary Kit.) Then:
Entering header details to specify the Kit's main details; then
Adding the component products which will make up the Kit; then
Adding text lines (optional); then
See Creating A New Kit.
Note: Before you create a new Kit, ensure Product records (and Kit records, if one of the new Kit's components is another Kit; i.e. a sub-assembly) are in place.
A Kit may have up to 300 component Product lines. See Adding Kit Component Products.
In Quantum VS, a Kit record is always linked to a Product record. When you create a Kit, you are essentially creating:
a Product record, which is flagged as being a Kit (in the Kit Flag field of the Stock tab/header of the Product record); AND:
a Kit record; this is used to associate the individual component Products together as a Kit.
These records are linked. When you create a Kit record it has the same reference as the 'kit-flagged' Product record it is linked to.
When you create a Permanent Kit, you must create the 'Kit' Product record before creating the Kit record. However, when you create a Temporary kit, you do not need to create the 'Kit' product before creating the Kit record - the Product record is created automatically when you save the Kit record. The procedure is covered in Creating A New Kit.
When you create a Kit record, an associated Works Order Process record is created automatically, featuring the Kit as the 'output' product.
For Kits stocked at Kit Level, a system of Works Order Processing is used to generate free stock of the Kit - and any required components - when it is ordered via a Sales Order, Purchase Order or Kit Make-Up procedure. For examples, see Works Order Processing Of A Kit Product.
For Kits stocked at Kit level it is no longer necessary in Quantum VS to manually 'make up' a certain number of Kits to update stock levels prior to the Kits being sold. If you wish to generate free stock units of a Kit you may optionally use the manual Kit Make-Up procedure, or Purchase Order the Kit directly.
Alternatively, when the Kit is entered as a Sales Order line the system can automatically generate free stock of the Kit - and any required components. See Sales Ordering A Kit Product Via A Works Order Process.
Consider whether you wish to create a permanent or temporary Kit:
Permanent Kit: This is a kit you wish to sell for an indefinite period. (Also known as a Normal kit.) You might create a permanent kit if you expect demand for the Kit, and supply lines of its component Products, to be in place for some time.
Temporary Kit: This is a kit you wish to sell for a specific defined period. You will need to define the dates on which the kit will exist/expire. You might create a permanent Kit if the availability of the Kit's component products will only be temporary, and/or demand for the Kit is likely to only be short-term.
The set-up procedure is slightly different for each type:
When you create a permanent Kit, you must create the 'Kit' Product record before creating the Kit record.
When you create a temporary kit, you do not need to create the 'Kit' product before creating the Kit record. The Product record is created automatically when you create the Kit record.
The procedure is covered in Creating A New Kit.
When you create the Kit record you may either:
Add the Kit's components from scratch, by manually adding each Kit component product. See Adding Kit Component Products.
Or: Use the 'Get Base Kit' feature to add the components of an existing Kit (the 'base kit') to the new Kit record you are creating. You may then remove or add component lines as necessary. See Adding Kit Components Using 'Get Base Kit'.
You have the ability at any time to 'make up' and 'make down' Kits:
'Making Up' Kits: This involves building Kits from the component products you have in stock. You might do this when you have sufficient stocks of the component Products in stock and you wish to combine them into Kits. See Making Up Kits.
'Making Down' Kits: This involves dismantling the Kit into its component Products so that they are available to be sold separately. You might do this when you need to free up stock. See Making Down Kits.
'Making Up' and 'Making Down' Kits applies to Kits stocked at Kit Level only (i.e. a Stock Control Flag of 1), and not to Kits stocked at Component Level (i.e. a Stock Control Flag of 3). For further details see Entering Kit Header Details.
Making up Kits is not required for Kits stocked at Component Level, as its components are recorded as being stocked separately. For Kits with a Stock Control Flag of 3 all stock checking, back ordering, issues and statistics updates record the numbers of a Kit's component Products rather than the number of Kits.
You may wish to check stock records to see how many Kits you have in stock, and also how many of each component Product you have in stock. See Checking Kit Component Product Availability.
You may also wish to check if you are short of any of the Kit's component Products. See When Kit Component Stocks Are Short.
The Kits tab of a Product record lists any Kits (and Works Order Processes) the current product is a component of. See Kits Tab: Viewing Assemblies The Product Is A Component Of.
If the Kit Product record has been flagged for 'batch traceability' using the 'Batch Reference' or 'Multi-Bin' methods, you must assign a Batch Reference and/or Bin Location when 'making up' the Kits.
When a Kit includes 'batch traceable' component products, the user must specify the Batch/Serial Number/Bin:
from which to take the component stock when Making Up Kits; and
into which to place the component stock when Making Down Kits.
Note: A product is 'batch traceable' if 'Batch Reference', 'Multi-Bin' or 'Serial Number' is selected in the Batch Bin Serial Flag field in the Issues & Stock tab of the Product record. For further details see Product Batch Traceability Maintenance. The Batch Allocation Sequence field - in the Batch Trace tab of the Price Book Flags control record - determines the sequence in which Batch/Bin/Serial-numbered stock is allocated automatically by the system (and presented for user selection).
This section covers:
NEXT: Viewing Kit Details