The products in the selected kit display with Product Numbers,
Group, Descriptions, Kit Quantity, Charge Status, Discount %, and
Available Quantity as defined in Kits.
The prompts are:
K* followed by numbers or letters indicates that this kit item
is another kit.
If this kit is Added, then the items in the sub-kit will be
displayed in a similar window next.
* is displayed to indicate that this kit item is actually a
Group.
A specific product number within the Group must be selected before
the document can be converted to a contract.
When the Kit with a Group is being selected to fill a Contract
and a product to fill the Group must be selected from the Select
a Product for this Group window, a filter is provided to "Only
Show Products in Document Location" that can be used to re-create
the list of products in the Group, including only those with a
quantity at the document location.
The availability may still be zero based on requirements and
bookings, but the 'On Hand' count at the document location must be
greater than 0.
Note: If the Kit is being used to generate a list of items to be transferred, the Group will be ignored.
Uncheck this box to exclude the product from the document or
transfer.
Check this box to include the product on the document or
transfer.
Security:
If the operator has been given Security Role
Permissions in the Document Access Fields to change
product descriptions in document entry, this product description
can be over-typed if required.
Uncheck this box if this product is not billable when it is on a
kit.
Check this box if there should be a charge for this
product.
Accept the discount percent that defaults from the kit, or type
in the correct discount when the item is included as part of this
kit.
This discount does not yet include any customer discount that may
apply.
Kits discounts can be used to allow "bundled" or package
pricing.
Security:
The ability to over-ride discounts on kit items in the Select
Kit Items window on a document, is controlled by the Security Role Permissions assigned to the operator
for the Rental And Sale Kit %, Detail by type of document,
and regardless of this flag once a kit is accepted if there are kit
defined discounts on an item, the discount can no longer be
adjusted.
Refer to Kits for more information on how kit discounts are controlled and calculated.
The current quantity available is displayed.
Converted from CHM to HTML with chm2web Pro 2.85 (unicode) |