With AccountMate’s Kitting module, you can add the power of kitting to your Inventory Control module by creating and managing inventory items packaged with minimum assembly and sold together as a single unit (such as the components of a computer system).

This module is designed for use by
manufacturers and distributors whose
goods are often resold
in bundled packages
with many different configurations. Users
can define whether assembled units of a kit item must be kept in stock or whether they can be packaged on the fly as orders are received. Kit items may be sold using a pre-defined formula or they may be customized per order.

This module enables
you to track items as they are sold either individually or as components of a kit, allowing you to make sound and up-to the minute inventory management decisions.

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AccountMate 7 for LAN
Kitting Module

Ease in Creating Kit Items

Kit items are inventory items created by packaging units of other inventory items together for sale to and assembly by the customer. For example, instead of assembling a complete bicycle for sale or selling each part as a separate item, the manufacturer might package a kit consisting of the frame, wheels, handlebars, seat and pedals, which the purchaser could easily assemble.

A kit formula is used to define the standard composition of a kit item unit. The system is designed so that a non-stock item can be designated as a kit item component. Standard kit items can be pre-built according to the standard formula and stocked in inventory, or they can be built just before shipment according to the same formula.

Kit Formula Maintenance

Customizable Kit Formula

Though many kit items may use standard components, AccountMate provides the ability to customize the composition of a kit item in order to meet the special needs of a customer or a specific sales order. Users can modify the standard composition defined in the kit formula for a particular sales order line item for greater flexibility in processing customer transactions. The customized formula applies only to the particular sales order and does not affect the standard kit formula record. The customized kit item can be built in the system and reserved for a particular sales order. Users can customize a standard kit formula as often as necessary.

View Total Estimated Kit Item Costs

Users can view the total estimated item cost for standard, customized, prebuild or on-the-fly kit items. Use this information to set customer pricing limits and to estimate gross profit from kit item sales.

Quickly Build Kit Items

AccountMate provides the ability to simultaneously build and ship kit items within one function. Users can select to ship kit items without going through the Build Kit Item function by unmarking the Require Prebuild option in the inventory record during initial setup. This enables faster order processing. It allows greater flexibility to use the kit components for other purposes, such as when the components are also available for sale. It negates the need to stock quantities of kit item units allowing for more effective inventory management.

Disassemble Kit Items

A pre-built kit item unit can be disassembled when it is overstocked or when its parts are needed for separate sale or use in assembling other kit item units. The disassembly and restocking of kit component parts allow users to more efficiently manage available inventory items.

Monitor Kit Transactions Using Kit Numbers

Users can choose whether to assign kit numbers to pre-built kit item units. Kit numbers can be used to track sale of kit items to customers and transfer of kit item units across bins or warehouses.

Assign Serial Numbers to Kit Items

Kit item units can also be serialized. The assignment of a serial number to each kit item unit permits the tracking of a specific cost for each unit.

Lot Control Tracking of Kit Items

When the Lot Control module is activated, lot control numbers can be assigned to groups of kit item units. This is especially useful when dealing with kit items predominantly composed of parts that may expire over time.

Integration with Inventory Control, Sales Order and Accounts Receivable Modules
  • Integration with Inventory Control enhances the Inventory Adjustment, Warehouse and Bin Transfers, and Physical Count functions thereby allowing users to select kit numbers when processing kit item transactions.

  • Integration with the Sales Order module enhances its basic functionalities to support customization of the standard kit formula, building and shipping of kit item units in one sitting and selection of kit numbers when processing customer orders.

  • Integration with the Accounts Receivable module enhances its basic functionalities to support building and invoicing of kit item units in one sitting and selection of kit numbers when processing customer invoices and returns.
Other Features
  • View the standard kit formula for existing kit item records using the Kit Formula Listing

  • Review details of transactions that involve kit items using the Kit Item Transaction report
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