How do I deal with fitted options on units?

Summary

This article explains how deal with fitting parts and units to a unit record e.g. accessory packs, awnings and other custom items.

More Information

When ordering and selling units you may order additional items which you will fit to the unit. You may also fit smaller units to larger units. In each case you would need to account for the labour time to carry out the work and include the costs of the items/units against the unit being sold.

The process to follow depends on whether the items arrive pre-fitted or are to be fitted by your technicians.

Pre-Fitted Items

Pre-fitted options may be allocated to units which are not yet classed as In stock. These items will not be deducted from your parts stock. The costs will be allocated to the unit and will be based on the cost price as set against the relevant stock code.

• Go to " Unit Sales Add or Edit Units"
• Create a new unit record or search for the unit to allocate the pre-fitted options to.

The unit status must be a non-stock status to enable the option to allocate pre-fitted options.

• Once you have completed the unit details select the [Fitted Options] tab.
• Click [Add].
• Select the {DataPrompt|Type}} of item: 'Unit' or 'Stock'.
• Enter the "Unit" code or "Stock code".

You may use <Ctrl+F1> to search for a code.

• Enter the "Quantity".
• Enter a "Description" if you wish.
• Click [Done] and [Accept].
• Repeat to list each item then click [Done] and [Accept] to save the unit record.

Each item creates an expense record against the unit to account for the cost of each fitted item. When posting your unit invoice to the Purchase Ledger you should split your invoice between Unit Accruals and Expense Accruals to account for the nett cost of the Unit and nett cost of the fitted options.