Kitting Help and User Guide v20 to v22

1. Kit Templates List

This shows a list of all kit templates that have been created. These kit templates are created in the design kit section of the module.

You can highlight a line and go to the template to amend it.

2. Active Kits Lists

This shows a list of all active kits, that have a status of New, Not built, Allocated or Part Allocated

3. Design Kit

In this screen you can design a kit to make a finished product, creating a kit template.

A kit template consists of:

• The kit item (Sage stock item)
• Component part item (Sage stock items)
• Labour cost per unit – if required
• Machine cost per unit – if required
• Stock items can be added/deleted to the kit template.

4. Build Kit

The build kit option can be used to create a kit from a previously designed kit template or manually by adding lines. You can enter the quantity to build and make changes to the kit based on the template e.g. to the component lines if the enable kit change setting is on. Once saved the kit will be given a new kit reference and appear in the active kit list.

In the build kit window you can also allocate the component lines (when using allocation) and build the kit (create the finished product), the stock item will be increased and the component item stock levels decreased. If there are any serial components the serial numbers will need to be selected. If there are any shortages, lines will appear in red.

The maximum quantity field in the build kit window shows how many items can be built based on the stock levels of the components. In the example below, there are 22 of the component acs/blender which limits the maximum number of appkits to 22.

5. Allocate Kits

In this window you can allocate multiple kit component lines.

Lines with insufficient stock will appear in red and be un-selectable.

6. Amend Kit

In this window you can Edit or Delete a kit and Amend a linked Sales O.

When deleting a kit that has the status of Allocated, the following window will appear. This enables the user to delete a kit without first having to go through the un-allocating process.

To edit a kit, highlight the relevant line and click the Edit Kit button. In this window it’s possible to amend the quantity to build, allocate, un-allocate, delete or add an item, and build the kit.

If the kit is linked to a Sales Order, it’s also possible to add a line to Back Order.  This can be used if there is no stock of an item.  In the above example, the item Espresso Cup can be added as a Back Order line in the Sales Order, enabling the remaining items to be built and despatched, while the Espresso Cup will show as un-despatched on the Sales Order.

7. Disassemble

The disassemble option is used to break a kit that is in stock, back to its component parts. The stock balance of the kit will be reduced and the component stock items increased by the relevant amount. Selecting the stock item then shows the expected components that make the kit item, component lines can be removed or added if required.

Clicking on next then shows the costs of the components. The component costs can be changed by changing the cost percentage columns.

Clicking on disassemble will reduce the kit stock level and increase the components stock levels.

8. Convert Quote to SO

This window can be used to convert sales quotes to sales orders, and deal with any kits items linked to the quote.

Highlight the lines to convert then click on convert, this will then create the sales order.

On the Sales Order, there is a kitting summary tab. If a kit has been generated during the Quotation to Sales Order creation, this will detail out the linked kit.

9. Import Kits

Use the window to import kits from a spreadsheet. An example import file is provided.

Select the desired import file, then click on check file to identify any problems with the file, then click on import to create the kit template. This can also be used to over write the existing template.

10. Settings

The kitting module settings are detailed below:

Details

• Labour Nominal Account:The nominal account to which any specified labour costs are attributed when building kits. The system will post a credit to this nominal and a debit to the nominal set against the internal area specified below.
• Machinery Nominal Account:The nominal account to which any machinery costs are attributed when building kits. The system will post a credit to this nominal and a debit to the nominal set against the internal area specified below.

NOTE: If these codes are not setup, then the labour and machinery cost functions will greyed out in the kit design/build screen.

• Enable Kit Change: Allows the kit to be changed when it is being built, for example adding/deleting a line to the kit.
• Allow Building Kits without Templates: Allows kits to be built without the need for a template to be designed first.
• Use Allocation: Requires kit lines to be allocated before the kit can be built/processed.
• Use Component Sale Price: When creating a kit to add to sales order, the component sales price will be used instead of the finished product sales price.
• Prompt kit creation on sales order line allocation: If there is not enough free stock for the product, on the sales order, the system will prompt the user to create the kit.

• Auto build on kit creation: The kit is automatically built after creation, removing the component items from stock and adding the kit finished item.
• Kit Internal Area: The stock area which the kitting module should use for internal allocations. The nominal set against this internal area will be posted to when building the kit.

• Kit Build Reference: Dictates the format of the kit build reference.
• Show bins when building: Bins will show when selecting warehouse in the build kit screen

• Defaults: You can specify the default warehouse and bin for both the component and finished item stock. This setting is to help save time when the components generally come from the same place.
• Auto Allocate: With this setting on, when a kit line on a quote is converted to a sales order, the system will auto allocate the kit component lines.
• Conversion Create new Sales Order on every conversion: When there are multiple lines on a SOP, there are options to whether lines should be added to existing sales order.

11. User Permissions

Against each user you can specify whether they have access to edit kits.

12. SOP Integration

12.1. Build Kit from Sales Order

It is possible to build a Kit directly from within a sales order. This is useful when you have no Kit stock items available but you have the component items eliminating the need to leave the sales order entry screen and build from the Kitting menu. This is achieved by adding the Kit item to a sales order in the normal way and clicking on the ‘Build Kit’ button as show below:

This then begins the standard kit build procedure as described in the ‘Build Kit’ section of this help and user guide, with the addition of the Add to Back Order button. This can be used in the same way as detailed in the ‘Amend Kit’ section of this help and user guide. If the line highlighted in red is selected and the Add to Back Order button used, the item will be removed from the kit and added as a separate Sales Order line. All associated costs will be removed from the kit and transferred to the Back Order line.

Clicking on Save will then create the kit, and you can continue with your Sales Order entry. Alternatively, you can Build the kit and create the finished stock at this point.

If using the Sicon Kitting module alongside the Sicon Barcoding and Warehousing module, allocating the kit items at this point will enable the various components to be picked against the Sales Order, via the handheld device.

Click the Kitting Summary tab to view the associated kit.

12.2. Disassemble Kit from Sales Return

To complement building a Kit from Sales Order Processing, Kit disassembly can be done from the Amend Sales Return screen, once the goods have been received.

You must first create a sales return for the customer and item(s) as normal: Then amend the return.

Then edit the Item.

Click on disassemble.

Click Cancel to Disassemble the Kit.

Update Serial Numbers as required.

When the Serial Numbers have been updated click OK to exit this screen.

Close out of the following Disassemble window.

Save the Edited Return Item Line, then Save the Amend Sales Return to complete the kit disassembly.

13. Reports

The following reports are included in the Sicon kitting module.

14. Enable Module

This screen is used to show all configured Sicon Add-ons and allows the entry of enable strings to allow use of a module.  When a new module enable string is provided, copy into the ‘Enable string’ field and then click Apply to save the changes.

If online enable strings have been activated these will self-populate.

15. Release Notes

The release notes page shows which release of the system includes new features or issues resolved.

At the release of Sicon v21 we announced that going forward, we will only be supporting Sage 200c and as such we are able to drop the year from our version numbers. We moved from 201.201.0.0 to 210.0.0.

New features detailed in the Release Notes relating to Pre-Release versions will not be detailed in the current Help and User Guide until the end of development phase.

16. New Features & Important Information