Difference between revisions of "Using Kits in Platinum"
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* Press {{KeyPress|Escape}} and {{KeyPress|Accept}} to save changes. | * Press {{KeyPress|Escape}} 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 === | === 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}}. | * Go to {{Menu|{{ST}}|Maintenance Options|Kit File Maintenance|Build Specific Products}}. | ||
| − | * Enter | + | * 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. |
| + | |||
| + | == 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. | ||
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== See also == | == See also == | ||
Revision as of 09:27, 27 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.
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.
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 <S+F3> to remove the backorder flag.
- In " Workshop Workshop Diary" Press <C+F6> when the Availability check screen is open.
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
