INVENTORY - Accessories / Kit Components / Macro Substitutions Tab

Depending on which Inventory Type is selected, this tab will appear differently

• Accessories (for Inventory Types other than Kitted or Manufactured) compile a list of items to be added to a Sales Order at the same time as the 'parent' item
  • click on the Accessories tab

         

• • Add Accessories from your inventory list into the grid to select the Inventory items
    • click  Delete to remove the selected Accessory item line
  • accept or change the Description in the grid
  • identify the Unit Quantity you would want to add to the Sales Order
    • when the quantity of the main or 'parent' item is changed on a Sales Order, it multiplies the Accessories by the Unit Qty set here
    • the quantity can be manually changed for any Accessory on a Sales Order
  • Open Inventory details for the item selected to view or change anything
  • Show options dialog on orders displays the Select Options popup which allows the user to flag which Accessories will go on the Sales Order:

             

• • • alternatively, they will all go onto the Sales Order, but you can make any changes to the Accessories once they load into the Sales Order
• Kit Components will by assembled and relieved when a Kit is committed on a Sale Order, where quantities and costs of the components roll up to the top 'parent'  item

• • set up the Inventory item
  • select Kitted Inventory Type 👉
    • be careful as this cannot be undone once saved
  •   Save
  • Add Kit Components              
    • click on the newly created Kit Components tab

• • • add Components from your inventory list by clicking into the grid under Inventory to select the Inventory items
    • click Add to insert a Component above the line selected
    • click Delete to remove the selected component item line
    • accept or change the Description in the grid
    • identify the Unit Quantity being used for each kit
    • choose from existing Units of Measure
    • Open Inventory items(s) to view / change
    • Show options dialog on orders - present the Component list when entering the Kit in a Sales Order, which allows users to modify individual Component quantities and costs (User Settings permitting)

• • • • in the Select Options pop up when the item is added in your Sales Order: 

                           

• • • • • flag / unflag to select / deselect the Component Items for this Sales Order, or Select All / Select None at the bottom

• • • • • option to change quantity on each Component
        • note Total of Extended Price for all Components listed, at the bottom
      • Sales Order options                           

• • • • • if  Show options dialog on orders is on in the Kit settings, you will see a chevron that allows you to expand the Kit to view all Components or collapse to hide them
          • this setting will also cause Kit Components to print on Sales Order forms (ie:  Quote or Order Confirmation)
        • if  Show options dialog on orders is off in the Kit settings, you will not see the  chevron but can access / print Components by clicking on Toggle Kit Components 

       

• Macro Substitutions established an item or group of items that will substitute the Part Number when it’s entered into a Sales Order or Production Order

       

• • create your new Inventory item
  • select Macro Inventory Type 
  •   Save
  • Add Macro Substitution(s)
    • click on the newly created Macro Substitutions tab

                   

• • • add Components from your inventory list by clicking into the grid under Inventory to select the Inventory items
    • click Add to insert a Component above the line selected 
    • click Delete to remove the item
    • accept or change the Description in the grid
    • identify the Unit Quantity being
    • Open Inventory will open the inventory item selected for you to view / change
    • Show options dialog on orders will allow users to select / deselect items on a Sales Order in the Select Options dialogue box (alternatively, they can be removed / added directly in the new Sales Order):
      
      • flag which items are to be inserted, or Select All / Select None at the bottom
      • note Total of Extended Price for all components listed at the bottom