Setting Up Kits & Attribute Items

🔵 Overview A Static kit is a collection of predefined items at specified quantities that are sold together as 1 unit. A Dynamic kit is a collection of items where the user can select which items and which quantities they want to order.

Kit Types

Static Kit: A Static kit is a collection of predefined items at specified quantities that are sold together as 1 unit.

Dynamic Kit: A Dynamic kit is a collection of items where the user can select which items and which quantities they want to order.

Static Kit Features

Kits can be stock (pre-built) or non-stock (build on demand).
Predetermined sub-assembly items.
Predetermined quantity of per sub components.
Sub components can be Stock or Non Stock.
Can have an assembly fee item (Flat charge or per unit).
The Sell Price comes from the kit item NOT the sub components.
Cost for stock items comes from inventory lot record.
Cost for Non-stock items comes from PO
Cannot contain Q-Design Items.

Dynamic Kits

Dynamic kits are non-stock only.
Predetermined sub-assembly items.
User can order some or all of the sub-assembly items.
Quantities of the sub-assembly items selected when ordering.
Cannot have assembly fee.
Cost and Sell come from the sub-assembly items.
Can contain Q~Design items (for use on Q~Net only).

Creating the Static Kit

Sub-Assemblies

Start by creating the sub-assembly items. They can be stock items or non-stock items.
If the sub-assembly item is stock, then you will use the standard PO to purchase the inventory and receive it into the warehouse.
For non-stock items, the kit will build the PO for you.
Create the kitting fee as a non-stock item, UOM = EA/1.

Creating the Kit Item

Create a separate item for the kit.
UOM is EA/1.
Don’t forget to assign the warehouse!
Click Kit Info.
Select Static kit on the Kit Type Page

Add Assemble Fee item on the Build page and put in pricing for building the kit ONLY!

Flat Rate: is a flat fee for building the kits no matter how many kits they order
Per-unit rate: is a fee per kit

Add Sub-Assemblies

Select from a Client Catalog, Vendor Center Catalog or the Supply Catalog (SP Richards or Essedent)
UOM will come from the item
Qty Per Kit: how many of these units are in the kit

Once the items are added you can change the order using the arrows
Choose if you want to show the sub-assemblies on the printed Kit Order or Invoice.
Sub-assemblies always show on Q~Net, unless the kit is a stock item.
Save, save, save!

💡 Notes Be sure to assign a default Vendor to all the sub-assemblies and the Kit item and the kitting fee item!

Creating the Dynamic Kit

Create the sub-assembly items.
No assembly fee used.
Kit item will be non-stock only.
UOM – EA1
Click Kit Info
Select Dynamic Kit
Select where you want Inventory Pricing to come from:

Inventory Price
Latest Client Price

Skip the Build page

Add Sub-Assemblies
Set Sub Quantity

Set quantity to what is common for the user
Quantity can be 0

Choose to show Sub-Assemblies on Kit Order and Invoice. Always shown on Q~Net.
Change the display order using the up and down arrows
Save, save, save!

Using Kit Order Editing

Creating a Kit Order is the same as creating a PO or release. You’re going to:

Click New
Input the Client ID
Verify the Ship To
Click Assign
Select the Kit item from the Item File
Click OK

The Kit order responds differently to Stock Kits based on the shipping address.

Using a Client’s Ship To will release the kit from stock.
Using the *Global Ship-To will build kits

Non-stock Kits will not use the *Global Ship To but see the same screen above.

Enter the Order Quantity

Cost will accumulate from the PO’s or releases generated

Click Generate Sub-assemblies to create the PO’s and/or releases

Documents generated will be listed in the right column
Double click to edit and send
A printed copy of the Kit Order can be provided to the personnel doing the kitting, while the PO’s and releases would be sent to the Vendor and Warehouse.
PO’s and releases generated by a Kit Order are identified by a dark gray band across the top of the order.

The line item on a Kit Order has three pages, the Ship To, Sub-assemblies and Misc. Once you generate the Sub-assemblies, you will be able to see it on the sub-assembly page. Along with the corresponding order generated.

The Misc page is where you put the Client PO number and any item notes. The "Update Documents" feature will update PO’s and releases with the Client PO number.

⚠️ CRITICAL NOTE Once a kit is generated you cannot change the order quantity. To adjust higher you can add the same kit on again. To adjust lower, remove the item, and add on again so it can be re-generated.

Receiving a Kit Order

If you are pre-building the kits and stocking them in the warehouse, you will use the *Global Ship To on the Kit Order and then use Kit Receiving to receive them into the warehouse. Kit receiving is EXACTLY like PO receiving except you cannot JUMP there yet from the Kit.

Navigation: Inventory > Receive Kit Order

Go to Inventory > Receive Kit Order. Input the Kit Order Number and Select.

Click YES to generate receiving based on the information in the Kit Order (just like PO’s).

Edit as needed to enter the Aisle, Row, Bin then check "Received in Full".

⚠️ CRITICAL NOTE Kit Orders must be invoiced in order to close the Kit and subsequent sub-records generated by the Kit Order; you cannot manually close a Kit Order like you can a PO.

Kits on Q-Net

Minimum Order Quantities

Each item has a "per order" minimum/maximum quantity setting. That means they can order the max, check out (submit order) then log in and order the max again.

There are also Qnet user controls about what to do when the min/max isn’t met. You can ignore it, send it through to manager approval or reject the line item!

The item's minimum order amount can be applied three ways, by the Item ID, the Line Item or by Line Item and designated attribute.

By Item ID (multi-line) - The minimum order limit is based on the total amount added to the cart of the same item ID.
By Line Item - Each line must meet the minimum/maximum order quantities.
By Line Item w/ Attribute – Each line must meet the minimum/maximum order quantity per defined attribute

Start by configuring the system default in Inventory Configuration. Set it to the way you want ALL of your clients to default assessing the min/max rules.

If you have a client that wants to access the min/max differently, it can be changed from system default in Client Overrides > Configuration page at the bottom.

It can also be controlled at the item level. This is also where you set up the per order minimum and maximum.

The minimum order quantity can be enforced by a selected attribute when you use the By Line Item rule. (Not with multi-line).

The checkbox of "Enforce min. order qty for each of these attributes values" will force the Q-Net user to order the minimum (or max) of this one attribute.

For Example: This is my embroidery color. The user must order a minimum of 25 shirts using this thread color attribute.

Frequently Asked Questions

Q: What is a Static kit?

A: A Static kit is a collection of predefined items at specified quantities that are sold together as 1 unit.

Q: What is a Dynamic kit?

A: A Dynamic kit is a collection of items where the user can select which items and which quantities they want to order.

Q: Can a kit be stock or non-stock?

A: Static kits can be stock (pre-built) or non-stock (build on demand). Dynamic kits are non-stock only.

Q: Can a kit have an assembly fee?

A: A Static kit can have an assembly fee item (flat charge or per unit). A Dynamic kit cannot have an assembly fee.

Q: Where does the sell price and cost come from for a Static kit?

A: The Sell Price comes from the kit item, NOT the sub components. Cost for stock items comes from the inventory lot record, and cost for non-stock items comes from the PO.

Q: Where do the cost and sell come from for a Dynamic kit?

A: Cost and Sell come from the sub-assembly items.

Q: Can kits contain Q-Design items?

A: A Static kit cannot contain Q-Design items. A Dynamic kit can contain Q~Design items (for use on Q~Net only).

Q: What is the difference between a Flat Rate and a Per-unit rate on the Build page?

A: Flat Rate is a flat fee for building the kits no matter how many kits they order. Per-unit rate is a fee per kit.

Q: What should I assign a default Vendor to?

A: Be sure to assign a default Vendor to all the sub-assemblies and the Kit item and the kitting fee item.

Q: Where does Inventory Pricing come from on a Dynamic kit?

A: You select where you want Inventory Pricing to come from: Inventory Price or Latest Client Price.

Q: Do I use the Build page on a Dynamic kit?

A: No. Skip the Build page, since no assembly fee is used.

Q: When are sub-assemblies shown on a printed Kit Order, Invoice or Q~Net?

A: You can choose to show the sub-assemblies on the printed Kit Order or Invoice. Sub-assemblies always show on Q~Net, unless the kit is a stock item.

Q: How does the Kit Order respond to the Ship To on a Stock kit?

A: Using a Client’s Ship To will release the kit from stock. Using the *Global Ship-To will build kits.

Q: How do I create the PO’s and releases for a Kit Order?

A: Enter the Order Quantity, then click Generate Sub-assemblies to create the PO’s and/or releases.

Q: How can I identify PO’s and releases generated by a Kit Order?

A: They are identified by a dark gray band across the top of the order.

Q: Where do I put the Client PO number and item notes on a Kit Order?

A: The Misc page is where you put the Client PO number and any item notes. The "Update Documents" feature will update PO’s and releases with the Client PO number.

Q: Can I change the order quantity once a kit is generated?

A: Once a kit is generated you cannot change the order quantity. To adjust higher you can add the same kit on again. To adjust lower, remove the item, and add on again so it can be re-generated.

Q: How do I receive pre-built kits into the warehouse?

A: Use the *Global Ship To on the Kit Order and then use Kit Receiving. Go to Inventory > Receive Kit Order, input the Kit Order Number and Select, click YES to generate receiving based on the information in the Kit Order, then edit as needed to enter the Aisle, Row, Bin and check "Received in Full".

Q: How do I close a Kit Order?

A: Kit Orders must be invoiced in order to close the Kit and subsequent sub-records generated by the Kit Order; you cannot manually close a Kit Order like you can a PO.

Q: What are the three ways the minimum order amount can be applied?

A: By Item ID (multi-line), By Line Item, or By Line Item w/ Attribute.

Q: Where do I configure the system default for minimum order quantity rules?

A: In Inventory Configuration. Set it to the way you want ALL of your clients to default assessing the min/max rules.

Q: How do I change the min/max rule for a single client?

A: It can be changed from system default in Client Overrides > Configuration page at the bottom.

Q: Can the minimum order quantity be enforced by an attribute?

A: Yes, when you use the By Line Item rule (not with multi-line). The checkbox "Enforce min. order qty for each of these attributes values" will force the Q-Net user to order the minimum (or max) of this one attribute.

Tags: kits, static kit, dynamic kit, attribute items, kit order editing, sub-assemblies, assemble fee, receive kit order, Q-Net, minimum order quantity, Q~Net, kit info