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Jim2® Business Engine Help File

The kitting functionality in Jim2 allows bundling of individual stock into kits. The individual stock codes which make up the kit are treated separately with regard to stock control, etc. but, grouped in this way with a single stock code, make it much easier to choose when adding to a job or quote.

 

Info

Note: All transactions and reporting are against the kit contents, rather than the kit itself and are based on the individual stock GL groups.

 

The kit must be set up as a new stock code before use, with individual components set up in the Kitting tab (in the stock record header). Once made, sell it as it is or delete or add components (dynamic kits only).

 

Special bundle prices can be set for the overall kit, or individual stock costs within the kit. Jim2 will take the price proportions of the stock and, if the price of the kit is changed on the job, Jim2 can adjust the prices sensibly. For example, Jim2 will know that a DVD player is many times more expensive than the DVD it is bundled with.

 

Rules are that virtual stock and existing kits cannot form part of new kit.

 

The following stock types apply to Kitting:

 

Stock Type

Explanation

Box Status

Depleting

This options allow full stock control – selling and purchasing monitoring.

All checkboxes are active.

Non depleting

Use this option if stock control monitoring is not required.

Manufacturing and serial number choices are disabled.

Labour

Use this option for labour stock.

This Stock I Buy in, Manufacturing and serial number choices are disabled.

Applies

Select this type to use this stock as a test or check with an Item. For more information, see Quality (small) below.

This Stock I Buy in, Manufacturing, I Service and serial number choices are disabled.

Special

Select this type when purchasing stock for a special job, or for stock not normally carried, eg. a mechanic might buy in a part to repair his own Holden, even though he normally only keeps parts in stock to repair Japanese made cars. For more information, see Info (small) below.

Serial# on sell cannot be selected.

Virtual

Use virtual for any stock that is anticipated to be sold but not being purchased immediately. This allows using that stock in quotes. The stock can be made real, when needed, by changing the stock type.

All This Stock I options disabled. Serial# disabled.

Dynamic Kitting

Dynamic Kitting allows bundling of various stock components together to sell as a single kit. The contents can be changed at any time, and credits can be issued for all or only some of the stock in the kit. The stock components remain in their normal stock locations, and can still be used individually on other jobs.

This Stock I Buy in, and Manufacturing checkboxes are disabled. Serial# on purchase cannot be used.

Static Kitting

Static kitting (as with dynamic) allows bundling of various stock components together to sell as a single kit. However, once set up the contents of a static kit cannot be changed. If issuing a credit it must be for the entire kit. The stock components remain in their normal stock locations, and can still be used individually on other jobs.

This Stock I Buy in, and Manufacturing checkboxes are disabled. Serial# on purchase cannot be used.

Packaging

Packaging differs from kitting in that the stock components of the package are locked away, and are unavailable for sale or use in another job. Ideally, the stock components should be moved from their normal stock bins and placed in a physical package (or at the very least, placed together in a single location).

This Stock I Buy in, Manufacturing, Serial# (all), and Attributes (all) cannot be used.

Journal

Journal stock allows invoicing either positive or negative amounts directly to any non-linked general ledger account, and is perfect for invoicing non-stock, such as discounts, advertising, rebates, etc.

Manufacturing, I Service, and Serial# cannot be used. Cannot select Attributes on purchase.

 

Further information

Kitting and Discounts

Kitting Configurator

Kitting Sell Price

Kitting Tab

Kitting TypesKitting v Packaging v Manufacturing

Multiple Tax Codes in Kitted Stock

Pricing & Kitting

The Hide Function

 

How to

Create a Kit

Return Kits

See Stock Costs in a Dynamic Kit

Use Kits in Quotes

Use Kits in Jobs