Kitting: Difference between revisions
Jump to navigation
Jump to search
(Created page with "__FORCETOC__") |
No edit summary |
||
Line 1: | Line 1: | ||
__FORCETOC__ | __FORCETOC__ | ||
== '''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
- 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.