Difference between revisions of "Using Kits in Platinum"
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Tim Laundon (talk | contribs) (New page: == Summary == There is the ability within Platinum to create kits. The following article explains the approved procedure to do so. == In Detail == Kit creating and building is split into...) |
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== Summary == | == Summary == | ||
| − | + | The following article explains how to create kits of parts to build a finished product. It also explains how to build a kit manually. | |
| + | |||
| + | == More Information == | ||
| + | Kits can be used to sell groups of items e.g. A starter kit for new caravan users, winter safety kits, clothing bundles etc. The Kit has its own Stock Code and is made up of a list of your existing Stock Codes and quantities. | ||
| + | |||
| + | {{Note|Do not mix items which have different VAT rates within a Kit. The VAT Rate used at the point of invoice is the one set on the Kit Stock Code.}} | ||
| − | |||
Kit creating and building is split into stages: | Kit creating and building is split into stages: | ||
| − | Go to | + | |
| − | *In the {{DataPrompt|Stock:}} field, enter | + | === Creating a New Kit Part Number === |
| + | * Go to {{Menu|{{ST}}|Maintenance Options|Kit File Maintenance|Add or Edit Stock Kits}}. | ||
| + | * In the {{DataPrompt|Stock:}} field, enter the part number of the Kit you are creating. If this is a new Stock Code, press {{KeyPress|S-F10}} to [[Creating a stock item|create a new Stock Code.]] | ||
| + | |||
| + | {{Note|text=If this Kit is made up of individual component parts that you stock, on the {{DataPrompt|Invoicing Tab}} set the {{DataPrompt|Internal Build?}} flag to "Yes". When you sell this Kit the system will automatically adjust the stock level of the components to create the Kit.}} | ||
| + | |||
| + | * Press {{KeyPress|ENTER}} to move to the {{DataPrompt|Part}} field. | ||
| + | * Enter the first Stock Code that is included in this Kit. Click {{KeyPress|C-F1}} if you need to search for an item. | ||
| + | * Enter the quantity of the part required for the kit in the {{DataPrompt|Qty.Reqd.}} field. | ||
| + | * In the {{DataPrompt|Notes:}} field, enter any applicable notes for this line item. | ||
| + | |||
| + | Continue adding part numbers until all parts required for this kit have been added. | ||
| + | |||
| + | * Press {{KeyPress|ESC}} and {{KeyPress|Accept}} to save changes. | ||
| + | |||
| + | === Set a Cost price for the Kit === | ||
| + | * Go to {{Menu|{{ST}}|Maintenance Options|Kit File Maintenance|Set Cost Price from Components}}. | ||
| + | * Enter the part number of the Kit in both the {{DataPrompt|From Stock Code:}} and {{DataPrompt|To Stock Code:}} fields. | ||
| + | * Press {{KeyPress|F2}}. | ||
| + | |||
| + | {{Note|If you only pick the components at the point of sale, you do not need to carry out the next set of instructions.}} | ||
| + | |||
| + | === Building Specific Products === | ||
| + | If you assemble your Kits from stock, this option will book the components out of stock and the Kit into stock. This keeps your stock levels correct. | ||
| + | |||
| + | * Go to {{Menu|{{ST}}|Maintenance Options|Kit File Maintenance|Build Specific Products}}. | ||
| + | * Enter the part number of the Kit you are building. | ||
| + | * Enter the quantity of the kit you wish to build and {{KeyPress|F2}} to assemble. This will adjust the individual component parts from stock and adjust the required quantity of kits in to stock. | ||
| + | * Press {{KeyPress|ESC}} to exit this screen. | ||
| + | |||
| + | == Selling a Kit == | ||
| + | When you sell a Kit or book a Kit out of stock e.g. to a Jobcard, the system will check the stock level of the kit. If you haven't built it you may find the system assumes you need to backorder it. If this is not the case use the appropriate option in the module you are in to remove the backorder flag: | ||
| + | ** In {{Menu|{{ST}}|Point of Sale}} press {{KeyPress|S-F3}} to remove the backorder flag. | ||
| + | ** In {{Menu|{{WS}}|Workshop Diary}} Press {{KeyPress|C-F6}} when the Availability check screen is open. | ||
| + | |||
| + | == Build Negative Stock Levels == | ||
| + | If you don't build your kits as you go along, use {{Menu|{{ST}}|Maintenance Options|Kit File Maintenance|Build Negative Stock Levels}} to correct the stock levels of all the items involved. | ||
| + | This option checks for kits with a negative stock level and removes the appropriate quantity of components to build the kits back to a zero stock level. This is very useful if you pick the individual items for the kits as you go along, rather than keeping the kits already assembled. | ||
| + | * There is a range screen here if you want to restrict what gets built, but generally the kit part numbers should not be negative. | ||
| + | |||
| + | == See also == | ||
| + | * [[Do I have to remember all these Stock Codes?]] | ||
| + | * [[How do I Put the Parts in a Kit Back Into Stock?]] | ||
| + | * [[Creating a stock item]] | ||
| + | * [[Using Stock Associations in Platinum]] | ||
| + | |||
| + | {{KB_Tags|kit, kits, stock, build, assemble, create, make, building, creating, assigning}} | ||
| + | {{Hint}}{{KB_ST}} | ||
Latest revision as of 06:30, 10 January 2019
Contents
Summary
The following article explains how to create kits of parts to build a finished product. It also explains how to build a kit manually.
More Information
Kits can be used to sell groups of items e.g. A starter kit for new caravan users, winter safety kits, clothing bundles etc. The Kit has its own Stock Code and is made up of a list of your existing Stock Codes and quantities.
 | Do not mix items which have different VAT rates within a Kit. The VAT Rate used at the point of invoice is the one set on the Kit Stock Code. |
Kit creating and building is split into stages:
Creating a New Kit Part Number
- Go to " Stock Control Maintenance Options Kit File Maintenance Add or Edit Stock Kits".
- In the "Stock:" field, enter the part number of the Kit you are creating. If this is a new Stock Code, press <Shift+F10> to create a new Stock Code.
| If this Kit is made up of individual component parts that you stock, on the "Invoicing Tab" set the "Internal Build?" flag to "Yes". When you sell this Kit the system will automatically adjust the stock level of the components to create the Kit. |
- Press <Enter> to move to the "Part" field.
- Enter the first Stock Code that is included in this Kit. Click <Ctrl+F1> if you need to search for an item.
- Enter the quantity of the part required for the kit in the "Qty.Reqd." field.
- In the "Notes:" field, enter any applicable notes for this line item.
Continue adding part numbers until all parts required for this kit have been added.
- Press <Esc> and <Accept> to save changes.
Set a Cost price for the Kit
- Go to " Stock Control Maintenance Options Kit File Maintenance Set Cost Price from Components".
- Enter the part number of the Kit in both the "From Stock Code:" and "To Stock Code:" fields.
- Press <F2>.
| If you only pick the components at the point of sale, you do not need to carry out the next set of instructions. |
Building Specific Products
If you assemble your Kits from stock, this option will book the components out of stock and the Kit into stock. This keeps your stock levels correct.
- Go to " Stock Control Maintenance Options Kit File Maintenance Build Specific Products".
- Enter the part number of the Kit you are building.
- Enter the quantity of the kit you wish to build and <F2> to assemble. This will adjust the individual component parts from stock and adjust the required quantity of kits in to stock.
- Press <Esc> to exit this screen.
Selling a Kit
When you sell a Kit or book a Kit out of stock e.g. to a Jobcard, the system will check the stock level of the kit. If you haven't built it you may find the system assumes you need to backorder it. If this is not the case use the appropriate option in the module you are in to remove the backorder flag:
- In " Stock Control Point of Sale" press <Shift+F3> to remove the backorder flag.
- In " Workshop Workshop Diary" Press <Ctrl+F6> when the Availability check screen is open.
Build Negative Stock Levels
If you don't build your kits as you go along, use " Stock Control Maintenance Options Kit File Maintenance Build Negative Stock Levels" to correct the stock levels of all the items involved. This option checks for kits with a negative stock level and removes the appropriate quantity of components to build the kits back to a zero stock level. This is very useful if you pick the individual items for the kits as you go along, rather than keeping the kits already assembled.
- There is a range screen here if you want to restrict what gets built, but generally the kit part numbers should not be negative.
See also
- Do I have to remember all these Stock Codes?
- How do I Put the Parts in a Kit Back Into Stock?
- Creating a stock item
- Using Stock Associations in Platinum
