invent!ory ULTRA Help

Index

Supply Kit: Adding/Editing/Deleting  

 

A supply kit is a function that allows you to log out several items together as though they were one stock number.

 

For example, if you are an insurance company and want to issue the latest forms to a branch for every policy the company carries, you could create a new KIT NUMBER and assign each form to the kit. Then, when you issue (log out) the kit, the branch will receive all the forms in the kit and be charged the average cost of each item in the kit.

 

A supply kit is different from a Catalog Group in that a SUPPLY ITEM may be assigned to MANY DIFFERENT KIT NUMBERS but only ONE CATALOG GROUP. A kit is used for logging out whereas a Catalog Group is used for grouping items together in a SUPPLY REPORT.

 

There are two functions for supply kits:

 

  • Adding/Editing/Deleting a kit
  • Logging Out kits to departments.

 

 

 

Adding A Kit:

 

To add a kit, we first must:

 

  • Assign a kit number and name and units per kit.

 

  • Then assign the supply items to the kit via their stock numbers.

 

To begin:

 

1. Main Menu | Supplies | Supply Kits: Add/Delete/Edit

 

2. Click the “ADD A KIT” button.

 

 

 

 

 

 

 

 

 

Here we type in the Kit Number and Name (“Promo100; Promotion Materials-XMAS”) and scroll through the Stock Number listbox to find a supply item (“AV063”) to assign to the kit.

 

We click the “add” button   to assign it to the kit.  We repeat the process for each item we wish to add to the kit PROMO100.

 

 

When finished, we click “Done.” Below you see the kit (“PROMO100”) for four supply items:

 

 

 

Deleting a Kit Row:

Simply select the kit row to delete and click this button.  Below we select stock number AV064 for deletion from the kit.

 

 

 

Selecting the row to delete:

 

To delete an entire kit, simply delete the kit rows one at a time.

 

 

Editing a Kit

Simply make the changes directly to the grid since all the fields are editable. The changes are automatically saved, so you don’t have to worry about saving them manually.

 

w to delete and click this button.  Below we select stock number AV064 for deletion from the kit.

 

 

Copy Kit Number and Name Button

 

Save time and typing when adding a new item to an EXISTING KIT. Simply select any row of an existing kit and click the button.

 

 

 

 The kit number and name of the row are inscribed into the ADD A KIT ROW form.

 

Copyright 2009 Koehler Software, Inc.