Difference between revisions of "Using Kits in Platinum"
From Catalyst
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* Go to {{Menu|{{ST}}|Maintenance Options|Kit File Maintenance|Add or Edit Stock Kits}}. | * Go to {{Menu|{{ST}}|Maintenance Options|Kit File Maintenance|Add or Edit Stock Kits}}. | ||
* In the {{DataPrompt|Stock:}} field, enter in the part number of the top level kit you are creating. If in the {{DataPrompt|Desc.}} field you get a "Stock Not Found" message, press {{KeyPress|S-F10}} to [[Creating a Stock Item|create a new Part Number.]] | * In the {{DataPrompt|Stock:}} field, enter in the part number of the top level kit you are creating. If in the {{DataPrompt|Desc.}} field you get a "Stock Not Found" message, press {{KeyPress|S-F10}} to [[Creating a Stock Item|create a new Part Number.]] | ||
| − | + | {{Note|Text=If you build this kit internally, i.e. it is made up from individual component parts that you stock, then on the {{DataPrompt|Invoicing Tab}}, set the {{DataPrompt|Internal Build?}} flag to "Yes". If you sell this kit over the counter, and there is no stock of the kit part number, the system will prompt you to build the kit at the time.}} | |
* Press {{KeyPress|Enter}} to get into the {{DataPrompt|Part:}} field. | * Press {{KeyPress|Enter}} to get into the {{DataPrompt|Part:}} field. | ||
* Type in the part number that you want to add to the kit, or [[How do I find a stock code?|search]] for the part number you require. | * Type in the part number that you want to add to the kit, or [[How do I find a stock code?|search]] for the part number you require. | ||
Revision as of 14:16, 7 November 2014
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
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 in the part number of the top level kit you are creating. If in the "Desc." field you get a "Stock Not Found" message, press <Shift+F10> to create a new Part Number.
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- Press <Enter> to get into the "Part:" field.
- Type in the part number that you want to add to the kit, or search for the part number you require.
- Get into the "Qty.Reqd." field and enter the quantity of the part required for the kit.
- 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.
Now you have created the kit part number, you now need to build the kit and put a quantity in stock.
Building Specific Products
- Go to " Stock Control Maintenance Options Kit File Maintenance Build Specific Products".
- Enter in the part number of the kit you wish to build in the "Stock Code :" field and press <Enter>.
- In the "Quantity Assembled :" field, enter in the quantity of the kit you wish to build and <F2> to assemble. This will remove the individual component parts from stock and put the required quantity of kits in to stock.
Build Negative Stock
This is an extremely useful option that can allow you to sell the finished kit, and then build any kits which have a negative stock level. This then deducts the components from stock automatically.
- Go to " Stock Control Maintenance Options Kit File Maintenance Build Negative Stock".
- You can choose which items you wish to build, but the best way to use this option is simply to press <F2> to assemble without entering any other information.
See also
- How do I find a stock code?
- Do I have to remember all these Stock Codes?
- Creating a Stock Item
- How do I Put the Parts in a Kit Back Into Stock?
- Using Stock Associations in Platinum
