A kit is a group of inventory items that is sold as one item. Each kit will have its own unique kit number, but it is considered a group of inventory items. Kits are a faster method of adding individual items of a group to an invoice. When a kit is added to an invoice, all of the inventory items associated with that kit number will be automatically placed on the invoice. You may also specify a price for the kit that is different than the total of all the prices of the included inventory items.
The Kit Maintenance screen allows you to add items to your inventory as well as edit existing inventory
items. To access this screen, select Kit Maintenance from the Administrative menu in the Options Menu
(Modern) or from the Inventory menu (Traditional).
Once you have accessed the Kit Maintenance screen, you can use
NOTE: Kit Number and Kit Name are required fields. You MUST enter a kit number and kit name for each item. Department Search Description: This allows you to select a department for the kit. Scroll through the Department list by using the cursor keys (< >, < >, < ">, < >) or by clicking on the up and down arrows with your mouse. Highlight the desired department, then press highlight the desired department. NOTE: The Department must first be added through Add New Department under Departments in the Inventory menu. For more information on creating departments, see Chapter 2: Inventory Control - Departments.
Kit Number: This is the unique identifier for the kit. It can be up to 18 characters long and consist of any combination of letters and numbers. However, if you are using barcodes, as is recommended, you may only use numbers in the kit number. NOTE: Do not use any symbols, punctuation, or spaces, except for the underscore (_), as part of the item number.
Kit Name: This is the description of the kit that will appear on invoices and reports. It can be up to 30 characters long and consist of any upper and lower case letters, numbers, punctuation, or spaces. NOTE: Do not use the asterisk (*) as part of the item name. Calc Cost Per: This is the calculated total cost of all the inventory items in the kit. This is a read-only field. You cannot enter information in this box.
Calculated Price: This is the calculated price of the individual inventory items together in the kit. This is a read-only field. You cannot enter information in this box.
Price Override: This is the price that will override the calculated price for the kit. Even if the prices of the individual items change, the price override will remain the same.
Tax: This indicates which tax(es) should be charged to this item. Click on the box next to the desired tax level(s) to choose the type of tax to be applied to this item. Search by Item Name/Number: This is where you enter the item name or item number of the items that will be part of the kit. You may scan or type in this information.
Kit Grid: Once an item has been added to the kit, it will appear in the Kit Grid. The grid displays the item number, item name, quantity, discount, price, and cost of the items included in the kit. You may change the quantity and specify a discount price for an item, but the Price Override will take precedence over the discounted calculated price.
To create a kit:
Delete:This will delete the current kit from your inventory. NOTE: A kit can only be deleted if it hasn't been used in a previous invoice.
Update: This will save any changes
made to the current kit.