Kitting is the assembly, grouping or packaging of several inventory items into a consolidated product. While in kit, items are not tracked individually but as a complete package. Kits can be assembled and disassembled, meaning that items packed can be unpacked at any time (while retaining correct costing). Kits can be tracked with all sales order processing functions, including advanced functions such as order promising.

Improve management of kits and streamline related accounting processes by integrating kits and kit resources into your sales, inventory, accounting, and pick-and-pack operations. Vertex Financial Manager and ERP Solution  kitting application supports assembly and disassembly of kits and order processing with kits including rollup pricing, kit components on documents, and order promising, reservations, and item tracking at the kit component level.

Kitting functions in Financial Manager allow for accurate accounting of resources. You can pinpoint costs, even as you adjust kits to order. Visibility of every order and clarity of true costs and capacity and aspects of your ERP are indispensable and intuitive. Your agency can access and modify kit BOMs as orders are made are queried. Coupled with real-time availability of resources, you can ensure your organization is profitable for every order, not just in the big picture.

Configurable Printing Options
Choose whether kits should be listed on printed sales orders, pick tickets, packing slips, and invoices as one consolidated item or individual components.

Automated Kit Pricing
Save time and help ensure accurate, profitable pricing when you can enter kit prices manually to adapt for changing circumstances or configure the solution to automatically sum component prices for a resulting kit price.

Smooth Production Interface
Increase efficiency between sales and inventory management with kit and item information integrated directly with order entry, inventory, purchasing, and pricing.

Enhanced Sales Visibility and Access
Empower salespeople to view BOMs in separate kit forms when quoting or placing orders so they can view components, add kits components individually or modify BOMs on the fly, and manage item tracking information.

Integrated Item Tracking
Capture kit data in the way that is most useful to you by setting up and tracking individual components, assembled kits, or both. Incorporate serial number and lot tracking for greater inventory control, and accommodate the purchase of completed kits as well as components. Manage kits and components as part of routine purchasing processes, gross requirements calculations, inventory management, item reservations or allocation, and order promising.

Robust BOM Functionality
Create separate kit BOMs for assembly and disassembly of the kits, defining the consumption resources (such as kit components and packaging), resources (such as labor used on each kit) and setup resources (such as setup fees). Modify and managed related BOMs to reflect different product and material scenarios and empower more effective make-or-buy decisions. Assemble and disassemble kits using the BOM journal.

Business Intelligence
Access real-time inventory and sales information about kits and their components with full integration to item availability calculations and item tracking. Generate specific reports on kit profitability, including comparisons, between margins for items sold as kits or as individual components.

 

Give your staff the ability to view and modify kit BOMs when quoting or entering orders. Configure the solution to automatically set pricing based on kit components and resources needed to build the kits. With real-time access to information about inventory availability, your people can choose to ship kits from stock, build on the fly using instant production, or link kit orders directly to a purchase order. Vertex Financial Manager kitting application can even help break down unsold kits more efficiently by supporting separate disassembly BOMs that represent the true cost of moving components back into inventory.

 

Vertex Financial Manager, based on Microsoft Dynamics NAV, drives greater productivity for individual end-users with role-tailored views and role centers and a broader portfolio of data analysis, business intelligence, and reporting tools. Our financial system helps social services organizations automate and simplify processes across the entire agency to drive greater productivity, collaboration and communication, and, ultimately, growth.

 

Simple. Smart. Innovative.