Kit Creation

STORIS allows you to group one or more stock products into selling groups, for example, dining room sets. Such groups are called kits. When you enter a kit into a sales order, the program creates a line item for each component. The total cost of a kit equals the sum total of the costs of its individual components.

You can specify special kit pricing for

• kit components - use the Kit Selling Price field on the Pricing tab in the Advanced Product Settings, and

• kit masters - use the Price field in the Product Kit Settings.

To designate selected products as sellable only in kits, use the Kit Component field on the Settings tab in the Product file.

Kit Masters

Kits are identified in the system by kit masters.  Kit masters are products that have been designated as kit masters via the Product Kit Settings.  You create a kit master and then assign kit components to the kit master. The product you create to be a kit master CANNOT

• be a non-inventory product An intangible item in your Product file such as fabric protection, labor, or a warranty.,

• be a serial-tracked product,

• be a special-order product A product whose characteristics you can modify such as color or fabric. STORIS lists these custom options in descriptions for special-order products, allowing you to identify individual products based on their unique characteristics., or

• ever have had an item assigned to inventory.

 The settings for the first three of the above reside on the General tab of Product settings.

Creating Kits

When creating a kit, follow these steps:

1. Ascertain whether the kit is a hard kit or a soft kit.  

2. Create a product in the Product file on which to base your kit.  The product name you specify in the Product field is the name you enter into the Kit Master ID field in the next step, and is also the product name you use to identify the kit in the system.

3. Go to the Product Kit Settings (Kit Master Creation) routine to create your kit master file. Enter the product number from the previous step into the Kit Master ID field. In this routine, you specify kit type (hard or soft) and add the components that make up the kit.

 Kit masters received from purchase orders linked to sales orders must be fully received before they can be delivered.

Linking Warranties to Kits

Note the following when linking warranties to kits.

• To link a kit to a warranty, the kit master (that is, the product on which you base the kit master) must be set up with a warranty category/code.  

• All components in the kit link to the warranty, regardless of whether they themselves are set up with a warranty category/code.

• When linked to a hard kit, warranty lines have a quantity equal to the quantity of all kit components.

• You cannot link a warranty quantity of 1 to a hard kit whose quantity is greater than 1.

• You cannot link a warranty to individual components in a kit.

Purchase Statuses

• For kit masters with a purchase status of Active, if any components have a purchase status other than Active, the Enter a Sales Order routine does not allow you enter the kit master.

• For kit masters with a purchase status other than Active, even if the components have a status of Active, order-entry routines create the line items as if the components are also inactive.

• For kit masters with a purchase status other than Active, if insufficient quantity exists for the components, an error message appears and you cannot proceed.

• In the Product Settings, if you change a hard kit component's purchase status from Active to an inactive status, the system applies the new status to all hard kit masters that include the component and have a purchase status of Active.  

• In the Product Settings, if you change a soft kit component's purchase status from Active to an inactive status, and the kit master for the product has a status of Active, a warning message appears advising that before you can add that kit master to a sales order, you must assign the kit master a status other than Active.

• In the District and Regional Product Settings, if you change a kit component to a status other than Active, the program also updates the kit master regional record (if it exists) with the purchase status if the existing kit master has a status of Active. If the kit master regional record does not exist, the program creates one.