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== '''Kitting in Highnix ERP''' ==
=== '''Overview''' ===
Kitting in Highnix ERP works like a simplified Bill of Materials (BOM). It allows users to group multiple items (components) into a single product (kit). This makes sales entry faster and more consistent, especially for products commonly sold as sets or bundles.
=== '''What is a Kit?''' ===
A ''Kit'' is a predefined group of components, each with a specific quantity. When you enter a Kit in a sales order, Highnix ERP will automatically break it down into all its components with the preset quantities.
For example:
* Kit Name: ''First Aid Set''
* Components:
** Bandage Roll – 2 pcs
** Antiseptic Wipe – 5 pcs
** Scissors – 1 pc
When this kit is selected in a sales order, it will automatically expand into the 3 components with the correct quantities.
----
== '''Creating a Kit''' ==
# '''Go to:''' ''Inventory Mgt > Maintenance > Kitting.  You will enter the Sales Kits & Alias Codes Interface''
# '''Click:''' Fill up the form, and click on ''Add New. On this page, you will create a new Kitting with the first component.  Additional components can be added after the Kit is created.''
## Alias/kit code: Give a Name to the new Kit.
## Component: This is the first component of this kit.  More components can be added after the Kit is created.
## Description: Describe the kit.  For example, First Aid Kit A.
## Category: Put this kit under the category to categorize it.
## Quantity:  For example, put 1 Set
# '''Add Components''' – User can edit the kit and add more components.
# '''Update or Save''' the kit.
----
== '''Using a Kit in Sales Order''' ==
# '''Go to:''' ''Sales > Sales Order Entry''
# '''Enter the Kit Name''' in the product line.
# The system will automatically '''expand''' the kit into individual components based on the preset quantities.
# Proceed with the rest of the order as usual.
----
== '''Key Points''' ==
* Kits are not stock items themselves – they are a way to simplify sales entry.
* All components in the kit must be stock items with sufficient inventory.
* Kit structure can be updated anytime, but existing orders will keep the original structure.
* Ideal for bundle promotions or ready-made sets.

Latest revision as of 19:40, 15 April 2025


Kitting in Highnix ERP

Overview

Kitting in Highnix ERP works like a simplified Bill of Materials (BOM). It allows users to group multiple items (components) into a single product (kit). This makes sales entry faster and more consistent, especially for products commonly sold as sets or bundles.

What is a Kit?

A Kit is a predefined group of components, each with a specific quantity. When you enter a Kit in a sales order, Highnix ERP will automatically break it down into all its components with the preset quantities.

For example:

  • Kit Name: First Aid Set
  • Components:
    • Bandage Roll – 2 pcs
    • Antiseptic Wipe – 5 pcs
    • Scissors – 1 pc

When this kit is selected in a sales order, it will automatically expand into the 3 components with the correct quantities.


Creating a Kit

  1. Go to: Inventory Mgt > Maintenance > Kitting. You will enter the Sales Kits & Alias Codes Interface
  2. Click: Fill up the form, and click on Add New. On this page, you will create a new Kitting with the first component. Additional components can be added after the Kit is created.
    1. Alias/kit code: Give a Name to the new Kit.
    2. Component: This is the first component of this kit. More components can be added after the Kit is created.
    3. Description: Describe the kit. For example, First Aid Kit A.
    4. Category: Put this kit under the category to categorize it.
    5. Quantity: For example, put 1 Set
  3. Add Components – User can edit the kit and add more components.
  4. Update or Save the kit.

Using a Kit in Sales Order

  1. Go to: Sales > Sales Order Entry
  2. Enter the Kit Name in the product line.
  3. The system will automatically expand the kit into individual components based on the preset quantities.
  4. Proceed with the rest of the order as usual.

Key Points

  • Kits are not stock items themselves – they are a way to simplify sales entry.
  • All components in the kit must be stock items with sufficient inventory.
  • Kit structure can be updated anytime, but existing orders will keep the original structure.
  • Ideal for bundle promotions or ready-made sets.