Managing Kits On An Order

Task/Problem Overview

This knowledge base article will cover how to adjust/manage kits while in an order, PO, or return.

Managing Kits

Given that kits are made up of multiple child items each with their own cost/sell that is summed to give the parent kit item its gross cost/sell, all maintenance that you wish to persist for a given kit should be done at the child item level. All normal pricing logic will occur when entering the kit item in a sales order including column, contract, rebate, and override level pricing. You can maintain kits at the order level, but these will be one-off changes that will not persist at the item level.

When you open a kit item in the item manager, you will see the child items pricing summary on the screen but will be unable to edit child item pricing without finding the child item in the item manager.

Kit Cost and Sell on Sales Order

If you need to adjust the cost of individual child items within a Kit you can do so from the kit details screen.

• Right-click the line item to reveal the right-click context menu

  

• Kit details screen will appear

  

• You can override the cost and/or sell for each child item by typing a different value in the cost/sell column for each item. New totals will be reflected at the bottom of the screen

  

Stock Adjustment for Kits

As all inventory data for kits is predicated on the availability of child items, you will notice that the stock adjustment option when right-clicking a kit item in a sales order will be disabled. However, should you need to make a stock adjustment to a child item in order to make the kit availability accurate you can do so from the kit details screen.

• Right-click the child item you’d like to adjust and choose “Stock Adjustment”

  

• Stock adjust the item as you would normally