Difference between revisions of "Using Kits in Platinum"
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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. | 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 == | == 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. | ||
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| + | {{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.}} | ||
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Kit creating and building is split into stages: | Kit creating and building is split into stages: | ||
=== Creating a New Kit Part Number === | === Creating a New Kit Part Number === | ||
* 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 {{DataPrompt|Stock:}} field, enter the part number of the Kit you are creating. If this is a new Sock Code, press {{KeyPress|S-F10}} to [[Creating a Stock Item|create a new Stock Code.]] |
| − | {{Note|text=If | + | |
| − | * Press {{KeyPress|Enter}} to | + | {{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. | * In the {{DataPrompt|Notes:}} field, enter any applicable notes for this line item. | ||
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* Press {{KeyPress|Escape}} and {{KeyPress|Accept}} to save changes. | * Press {{KeyPress|Escape}} and {{KeyPress|Accept}} to save changes. | ||
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=== Building Specific Products === | === Building Specific Products === | ||
Revision as of 13:50, 26 May 2015
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This article or section is under development. Be aware: Content will change as the document progresses. |
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 Sock 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.
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
