Kits - Hard and Soft

When creating a kit, you must designate the kit as hard or soft. Hard kits have restrictive rules designed to ensure that when ordered, all components of the hard kit A kit with selling and stocking restrictions designed to ensure that when ordered, all components of the kit are sold together from the same location. For example, you cannot edit the contents of a hard kit, nor can you substitute components of a hard kit on a sales order. are sold together.  Soft kit A kit with fewer selling and stocking restrictions than a hard kit, allowing you to treat the components as individual line items. For example, STORIS allows partial shipments of soft kits. are less restrictive.

 Before you create a kit master ID (via the Product Kit Settings), you must first create a corresponding product in the Product file.

Hard Kits

• When a hard kit appears on a sales order, you cannot substitute components.

• Once a hard kit is added to the sales order, individual line item comments cannot be entered for the kit components or the kit master.

• Once added to a sales order, the delivery type of the kit master or components cannot be changed at the line item level.

• If a hard kit exists on one or more open sales orders, you cannot edit the components of the hard kit in the Product Kit Settings.

• STORIS does not allow partial shipment of hard kits, and prevents back-ordered components from shipping.

  If a hard kit A kit with selling and stocking restrictions designed to ensure that when ordered, all components of the kit are sold together from the same location. For example, you cannot edit the contents of a hard kit, nor can you substitute components of a hard kit on a sales order. on an open sales order is not reserved because one or more components are not in stock, the system immediately reserves the kit upon receipt of the missing components if

  • the Online Receipts Commitment field is active on the General tab in the Inventory Control Settings (Inventory Module ACF) file and

  • the missing components were received within the range of days specified in the Auto Fill Days field on the Inventory tab in the Point of Sale Control Settings (Sales Order ACF).

  If you do not activate the Online Receipts Commitment field, the system waits until the Generate Daily Reports (Day Ending/EOD (End-of-Day) Also known as day-ending processing, an automated process you run at the end of a business day to update daily files.) processing before associating received items with non-reserved hard kits on open sales orders.

• Hard kits cannot contain other kit masters (hard or soft) as components, nor can they contain special-ordered or non-inventory products as components.

• Hard kits are not eligible for online receipts reservations. Instead, received hard kits commit to open sales orders during End-of-Day processing.

Hard Kit Pricing, Spiffs, and Commissions

• If the Source of Price field in Product Kit Settings is set to Product for the hard kit, the price specified for the kit master at the Selling Price field in Product Kit Settings is used.

• If the Source of Price field in Product Kit Settings is set to Component for the hard kit, you specify a total selling price for the kit in the Selling Price field in Product Kit Settings. This is used as a proof amount when assigning the selling price to each component listed in the kit. Additional rules apply to this method of calculating price.

• If a return or exchange order contains a kit master with a spiff, the system removes the spiff from the salesperson.  However, if the return/exchange contains only a portion of the components of a hard kit, the system removes only the spiffs (if any) assigned to those components.

• Commissions for hard kits calculate based on the commission percentages (if any) set up for the kit master only. The calculation ignores any commissions set up for a hard kit's components.

Soft Kits

• After you create a soft kit, you can add, substitute, or remove components.

• The system allows partial shipment of soft kits.

• Soft kits can contain hard kit masters as components. They can also contain non-inventory or special-ordered products.

Soft Kit Pricing and Commissions

You can calculate prices for soft kits using any one of the following methods:

• kit package - use the amount specified at the Selling Price field in Product Kit Settings. Note that STORIS prevents the use of special-order products in kits with a package selling price.

• product - The selling price is determined using the Default Kit Price $ in Product Kit Settings for all components in the kit.

• component - You specify a total selling price for the kit in the Selling Price field in Product Kit Settings. This is used as a proof amount when assigning the selling price to each component listed in the kit. Additional rules apply to this method of calculating price.

• hierarchy price - use the sum of the amounts derived from the pricing hierarchy for each component in the kit.  To use this option, check the box at the Soft Kit Use Lowest Price field in the Point of Sale Control Settings.

 If a hard kit is a component in a soft kit, the system ignores both the hard kit's selling and kit prices and instead uses each component's kit selling price.

Soft kits flagged to use a package price are eligible for promotional pricing at the product level. This excludes commission percents and spiff amounts.  You can add promotional pricing via the Advanced Product Settings process and load the prices from the Price Adjustment Settings process.  The price adjustment settings process is limited to the type of adjustments affecting promotional prices and selling prices only.

When updating the selling price of a soft kit master, use the Product Kit settings. That is, changing the Selling Price field in the Product file for individual kit components does not update Selling Price field in the Product file for any soft kit masters associated with those products.  

Commissions for soft kits calculate based on commission percentages (if any) set up for kit components only. The calculation ignores any commissions set up for the soft kit master.

Price Adjustments

• Price adjustments entered using the Price Adjustment Settings process are permitted for specific types of kits, as follows: