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Kitsets
A Kitset is a predefined 'thing' bundled as a series of components (Items / Descriptors). Typically the kitset only exists for the purpose of ordering and invoicing as itself, rather than its individual components. Components must not be variant tracked (eg: Serial #, Batch, Expiry)
Kitsets maybe be used on Sales and Job Orders and also maybe purchased. The content of the kit is copied as a sub-set to the Sales or Job Order Line and can be amended if required under the Kitset Contents Tab of the Order Line. However, any Invoice generated from the Sales order will state a sell price at the Kitset level.
Example:
An example of a kitset might be a Twin Security Light. These are made up of individual Inventory Items eg: 2 x bulbs and 1 x holder and a descriptor to recover packaging costs
The customer will order 1 x Twin Security Light. Ostendo will price this accordingly. When the Kitset is picked or issued to the Order, the Contents are automatically issued based upon the contents that have been defined against it. Essentially, the Kitset only comes together when it is issued as opposed to a manufactured item which comes together in advance of it being sold.
As Ostendo will auto issue all components of a Kitset, none of these components can be variant tracked (eg: Serial #, Batch, Expiry etc..)
Kitsets can also be purchased if required. This will result in the individual components being receipted automatically when the Kitset itself is receipted. Receipt Costs of each component are ratioed according to the Required Component qty and Component cost based on the System valuation cost method
This screen allows you to create and maintain Kitsets.
List Tab
Display fields
The displayed fields are taken from the Sales Kitset information entered into the ‘Detail’ tab. The selection of which fields to display is at the user’s discretion. To select the fields to display simply ‘right mouse’ in the main panel and select ‘Customise List Fields’. On the displayed panel you can:
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Click on the ‘Show field’ checkbox to display the field |
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Amend the column heading by changing the content of ‘Display Label’ |
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Define the sort sequence of the records by going to the lower panel and dragging the field from ‘Available Fields’ to ‘Sort By’. |
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Click the ‘Save’ Button when done. |
Data Display Options
Field Position - On the List screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.
Filtering and Sorting - If you ‘check’ the checkbox then the displayed data is available for filtering and sorting:
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To sort the data in a selected column simply click on the column heading. Clicking against will sort in descending order. |
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Click on the black ‘down arrow’ to the right of your selected column heading and you can either select a specific entry to display all records containing that entry, or you can select (Custom ) to enter detailed selection criteria. |
Include Inactive Status - If this is checked then the displayed list will include those Kitsets whose status is ‘Inactive’. NB: The status of a Kitset is controlled by the Status of that Descriptor itself.
Searching - If you enter some text into the ‘Search’ field and click on the ‘binoculars’ Icon then all records will be interrogated and those records that contain the entered text will be displayed. To revert back to displaying all records click on the ‘Eraser’ Icon
Buttons
Close: This will close the Sales Kitset screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.
Add: This will bring up the ‘Detail’ tab for entry of a new Kitset.
Save: Not applicable to the List panel
Cancel: Not applicable to the List panel
Delete: This removes the current Kitset from this table
Related: This will bring up a list of functions that are related to the Kitset. You may open and maintain information in those screens whilst still remaining in the Kitset screen.
Reports: This will bring up a list of Reports that are related to the Kitset. You can immediately run the report whilst still remaining in the Kitset screen.
Detail Tab
Entry and Display fields
Kitset Code: Entry is only allowed during an Add transaction. Select the Kitset Identity from the drop-down list. Kitset are maintained via Inventory>Descriptors where that descriptors Classification has been designated as being ‘The Descriptor is used as a Kitset Code’
Unit: Display only field showing the unit of measure as held against the selected Descriptor record.
Category: Display only field showing the Descriptor Category as held against the selected Descriptor record.
Status: Display only field showing the current status of the selected Descriptor. The display can be either ‘Active’ or ‘Inactive’
Description: Display only field showing the description of the Descriptor as held against the selected Descriptor record.
Standard Sell Price: Display only field showing the Sell Price of the Descriptor as held against the selected Descriptor record.
Standard Sell Price Settings
Select the radio button that will define the sell price of this Kitset. You should also note that this defines the ‘base’ sell price and any ‘Price Level’ held against a Customer can adjust this price. The Standard Sell Price options are:
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From Descriptor Sell Price: The current Sell Price held against the Descriptor will be used. NB: Normal Descriptor Pricing rules apply here. eg: Descriptor Pricing. Special Pricing is not available to Kitsets. |
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Rolled up from Kitset Lines: The Sell Price will be determined by the sum of all Standard Sell Prices of each line in the Kitset. |
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Rolled up Costs from Kitset Lines: The Sell Price will be determined by the sum of the Cost of each line in the Kitset multiplied by the Markup% defined in the next field |
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Markup%: The cost of all the lines in the Kitset will be multiplied by this percentage to arrive at a Sell Price for the Kit. |
Notes: You can enter unlimited amount of Notes that are related to this List. Whenever you click on this field an icon will appear in the top-right. By clicking on this Icon you can bring up the Frequently Used Text table. Select the text to be copied and either press the OK Button in that screen or double-click the selected record.
Buttons
Close: This will close the Kitset screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.
Add: Not applicable to the Detail panel
Save: This will save the current data without exiting the screen
Cancel: Any changes made since the screen was opened or the last time the ‘Save’ Button was pressed will be lost.
Delete: Not applicable to the Detail panel
Related: This will bring up a list of functions that are related to the Kitset. You may open and maintain information in those screens whilst still remaining in the Kitset screen.
Reports: This will bring up a list of Reports that are related to the Kitset. You can immediately run the report whilst still remaining in the Kitset screen.
Lines Tab
This screen allows maintenance of the content of an Kitset. The Kitset name is displayed at the top of this panel
Entry and Display fields
Line Number: The Kitset Lines are printed in Line Number sequence. Upon creation of a new line the program will increment the previous line by 10. You can amend this as required.
Component Type: Select the Component Type from the drop-down list. The options are:
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Item Code |
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Descriptor Code |
Component Code: From the drop-down list select the code. The drop-down list displays the codes relating to the selection made in the Component Type field
Description: The description is copied from the Item or Descriptor record. It may be amended here and made specific to this List.
Unit: The base unit is copied from the Item or Descriptor. If it is an Item that has multiple Units then an alternate Unit may be selected from the drop-down list.
Qty: Enter a default quantity to be used. This will be copied to the sub-line of the Sales Order. It can be amended at that time if required and made specific to the Kitset in that Sales Order. If nothing is entered here then 1 is assumed.
Buttons
Close: This will close the Kitset screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.
Add: This will send the cursor to a new line for entry of a new Kitset Item.
Save: This will save the current data without exiting the screen
Cancel: Any changes made since the line record was accessed or the last time the ‘Save’ Button was pressed will be lost.
Delete: This will delete the current highlighted record.
Related: This will bring up a list of functions that are related to the Kitset. You may open and maintain information in those screens whilst still remaining in the Kitset screen.
Reports: This will bring up a list of Reports that are related to the Kitset. You can immediately run the report whilst still remaining in the Kitset screen.