Kits

A kit is a product made up of other products, sold as one. A door kit might be a door, three hinges, a closer and fitting. The customer sees one line and one price; the warehouse picks the parts.

A kit has its own code, description, price-list prices and special prices, like any product.
It holds no stock itself and isn’t bought. Its stock components are what’s picked, reserved and reordered.
In the accounts it goes as a service item, as a service does.

Make a kit

Create a product, or open one that isn’t in use yet, and choose Kit as its Kind on the Details tab. Select Save.
Open the Components tab.
In Add component, type a code or name and choose the product. It’s added with a quantity of 1.
Set each component’s Quantity per kit. Drag rows to change their order, which is the order they appear on a sale.
Select Save.

Components can be stock items, assemblies or services. A kit can’t be one of its own components, and configurable products can’t be components. A quantity can have up to four decimal places, up to 100,000 per kit.

If someone else changes the same kit’s components while you have them open, your Save is refused: reload to see their changes.

A kit can’t be sold until it has at least one component.

Sell a kit

Add a kit to a quote or order like any product. When you Save, its components appear under it:

The kit line carries the price, from price lists and special prices in the usual way, or typed in.
The component lines show each part, with its quantity for the whole line (its quantity per kit times the kit’s quantity) and whether it’s in stock. They have no price and can’t be edited.
Changing the kit’s quantity changes theirs. Marking the kit optional, or changing its VAT rate or required date, changes theirs too.
Removing the kit removes its components.

With costs shown, the kit’s cost is what its components cost, so its margin is its price less what goes into it. Refresh prices picks up new costs for the components. Each component also shows its Share: its part of the kit line’s net amount, worked out from the component’s own selling price to this customer (or its cost, when not every component has a price). The shares always add up to the line’s net, follow its quantity and price, and are never printed or invoiced.

A sale keeps the components it was given. If you change a kit’s components later, sales already made don’t change; add the kit again to pick up the new list.

Components on documents

Whether a kit’s components print on the customer’s documents (quotation, order acknowledgement, pro forma, delivery note, invoice and credit note) is set in Administration → Sales settings with Show components on customer documents. It’s off to start with, so customers see the kit line only.

Each sale can choose for itself: on the sale’s Details tab, set Components on documents to Show or Hide, or leave it on the company setting. Shown components print under their kit, indented, with their quantities and no prices.

Pick lists always show the components: they’re what gets picked.

Deliver a kit

A kit goes complete: its components always go on a delivery with it.

When you plan a delivery, choose how many kits to send. The components follow, and can’t be ticked or changed on their own.
The stock components are picked and booked out at despatch. The kit line and any service components go on the delivery but aren’t picked.
Two kits can go on two deliveries, one each, but one kit’s parts are never split. If you send part of a kit (half, say, where quantities allow it), its components are shared out so the last delivery takes exactly what’s left.

A kit made only of services is treated like a service: there’s nothing to deliver, and it’s invoiced straight from the order.

Invoice and credit a kit

The invoice bills the kit line, once it’s despatched, at its price. Its components aren’t billed on their own; they print under it when the sale shows components. If you invoice before despatch, the kit still has to go out: the order stays open until it’s despatched.

On a credit note, tick Back to stock on the kit line and choose where: its stock components go back into that location, for the number of kits credited.

When a kit can’t change

A kit with components can’t change kind. Remove its components first.
A product that’s a component of a kit can’t become a kit, and can’t be deleted. Take it out of the kits first, or make it inactive. Its Where used list (on its Stock tab, or a service’s Details tab) shows which kits use it.
A kit can go in an assembly’s bill of materials, where it’s replaced by its components. See Assemblies and bills of materials.
A kit on an open sale can’t change kind until the sale is finished, as for any product. See Kinds and services.