This facility allows you to sell a product which has several or potentially many components required to make the full product, the example below shows a kitted product. 

An example would be that a customer orders a workstation. The component list includes a desk, chair, chest of drawers etc, but the customer gets a special price when they order the components in one lot under the workstation code. The workstation code is what they see throughout the sales process but the components are purchased separately in order to deliver the workstation. 

Another example of its usage would be for print works. You would set up the print job, and then the components would be sourced (which the customer does not need to know about). The customer would just get the final print product.


Set Up

  • Click New Record > Product
  • Enter all of the relevant details relating to the stock product including Stock Code, Technical Description, Default Unit, Cost,  Classification, Product Group, Sub Group, tax, and Pricing Method. The product type has to be selected as Full Product
  • Copy steps 1 + 2 again to create the components that make up the Full Product, however, you will need to select the product type of Part/Component
  • Ensure that you enter a supplier in the Supplier tab for the Part/Component products Note- If you choose this option you will need to go into the Administration and System Keys setting in Batch/Stock System Keys enabling these products to be sold on their own.
  • Once you have created the Part/Component products, go into the Stock Product for the Full Product
  • Click on the Create Kitting/Build List button and select the option for either Create New Kitting List or Create New Build (Production) List as per what you require. Select Kitting or Build as per your requirements. Kitting would be used to make a desk, for example, i.e the desk requires a tabletop, legs, draws and all these will be sent separately in the delivery. The build would be used if you were to build a computer e.g. motherboard, CPU, Rom, and only the computer would be delivered as all the components are sealed within it.
  • A window for the empty Kitting/Build list will appear
  • Enter the Product Code or Description and click Search
  • Enter the Quantity
  • Click Save Details and repeat the process until the list is complete


Adding a Kitting Item to a Sales Order 

  • Enter the full product code onto a new sales order and click either Add & Jump or Save
  • Only the Full Product will appear on the sales order. Check pricing and then Authorise
  • The Components that make up this product will now be in POP > Requirements under the status of Master Kitt/Build Product
  • Double-click on the requirement. On the right-hand side, you will see two buttons: Purchase Items and Allocate Items. If the items are in stock then select allocate. If Purchase Items is selected then a box appears for the supplier to be selected. If the product has a supplier set against it already it will show against each line or a supplier can be selected for all the lines.
  • Purchase the items as you would for any other purchase from within the POP module. 
  • Once receipted in the goods will allocate to the Kitting order 
  • If you select Allocate Items any free stock of the Components will be allocated to this requirement.
  • Once Stock has been allocated against each Component in the Build List, you will see a button at the top of the Kitting/Build requirement become available - Complete Kitted Requirement.
  • Once you select this option, the Full Product is available for despatch. Go to Movements >Despatch>Available Items and despatch as normal.


Note- You cannot complete the build requirement until every component is allocated against the Full Product requirement