Non serial Kits or Packages

Kits are specific item combinations with set pricing. A Kit record must exist before the kit can be received into inventory through the Warehouse module.

There are two types of Kits: Serial and Non-Serial. Non-Serial Kit availability will show at the item level, however, you will not be able to switch the items or pricing in the kit when creating an order. Though you can have serial items in non-serial kits.

Serial kit availability is tracked at the asset level. You can create and store Serial Kit definitions (a Kit ID, Description and Product IDs), but note that you will not be able to place a serial kit on an order until you actually Create the Kit by scanning in the Asset IDs for the items in the kit.

To Create a New Kit

In R2 Launch Pad, Click on Maintenance
R2 displays the Maintenance Window.
Click on Items Tab in the vertical tab panel, to switch to Items module.
Click on Kits Tab in the horizontal tab panel, to switch to Contact mode.
Click on New icon, to display Kit-Edit window
Select the Kit Type as either Serial or Non-Serial .
Define a description for the Kit.
Click on Item List button to display the search items window, where in you can search and attach an item to the kit.

You can also attach an item to the kit by clicking on Add, which will add a new line to the existing list and the user needs to enter product id of the item in the respective column.

In the Qty field of the item added, define the quantity of the item that has to be attached or included with the kit.
For Serial Kits, Click on the Assets button to create individual assets for the kit.
Click OK, to save and add the kit.

Kit Window Field Information

Field Name	Description
Kit ID	R2 automatically generates a Kit ID as new Kits are added to the database. This is a required field, meaning that you cannot create a new kit without a Kit ID. This field is editable.
Description	Enter the Kit's description as you wish it to appear on Orders. You can also Search by Description to locate particular Kit records. This is a required field, meaning that you cannot create a new kit without a Description.
Active	The selection of the Active check box decides if this Kit is Active or Inactive and if it can be used on Orders.
Serial and Non-Serial	Use the Serial and Non-Serial radio buttons to select how the kit is tracked within R2. Serialized kits require that Asset IDs are entered for each Item Product ID included in the Kit. Entering Asset IDs allows R2 to track specific kit components as opposed to the Kit ID level. Non-Serialized kits are tracked at the Kit ID level - just as non-serialized items are tacked at the Product ID level. Your selection of Serial or Non-Serial can not be edited. However, the Kit ID and Description can be changed.
Allow	The Allow check boxes in the center of the Kits dialog determine the Actions that this kit record will accept on an order. If Rent is checked, this kit will automatically default to Rent when placed on an Order. If Rent is not checked, R2 automatically assumes you are Selling the kit. You will be able to change the Kit's Action to any other Action selected here, with the exception of Availability.
Rent	This box determines whether the Kit can be rented. If Rent is checked, this kit will automatically appear with a Rent Action when placed on an Order.
Sell	This box determines whether the Kit can be sold. If Sell is checked and Rent is not checked this kit will automatically appear with a Sell Action when placed on an Order.
Sub_Rent	This box determines whether the Kit can be sub-rented.
Discount	This box determines whether a discount can be applied to the Kit's price.
Searchable	Select this check box if you want the be able to search this item in modules other than Maintenance.
Groups	The Groups section on the Kits window is where you choose the groups to which an kit belongs. Selecting the more button next to a group field opens a window from which you can select a group. The following explains some of the more important groups:
Availability	The Availability field is where you to assign a kit to an availability group. This allows you to check availability for a group of kits rather than having to check each kit individually.
Exchange	The Exchange field allows you to assign a kit to an exchange group. Exchange groups are collections of kits that have the same function and features. When an kit is unavailable you can select a replacement from its exchange group.
Department	The Department field allows you to assign a kit to a department.
TAX	The Tax field is where you assign the kit to a tax group.
Pricing	The Pricing section on the Kits window contains the fields that allow you to add or modify the pricing information for a kit. This information is what it would cost for the company to purchase the item at retail and direct from a vendor. Do not confuse this section with the Pricing button. The Pricing button allows you to modify the pricing of an item for rental or sell to a customer.
Retail	The Retail field is where you input the retail cost of a kit.
Cost	The Cost field is where you enter the purchase cost of the kit.
Quantity	The Quantity section on the Kits window displays the quantity information of an item. These fields are for display only and cannot be modified.