Defining a stock kit creates the product definition. 

To define a stock kit:

  1. From the Product module, select Product > Main.
  2. Enter the Product ID and Description.
  3. In Product Class, select the product class that you set up to use for assembly items.
    Many defaults will populate based on the product class.
  4. Set Product Type to Stock Kit. 
  5. As needed, use the Main, Units of Measure, Characteristics, Share, and Location Settings to set up additional information for the product. 
  6. Use the Warehouse tab to indicate which warehouses in your system may assemble and supply the product. 
    Note: Be sure to check the Preferred Warehouse for each location.
    Because you selected the Product Type Stock Kit, the Components screen is enabled.
  7. Click Components.

  1. In the Components grid, select the products that make up the assembly:
    • If the component is a finished good, such as sheet of mesh, hard hat, or tie wire, use the Product field to select the product. Enter the quantity required for the kit.
    • If the component is fabricated material, such as the bars of a reinforcing cage, select the Template that contains the fabricated items. Refer to Working with Kit Templates.  
  1. Click Finish .