Kitting

 

AXtension® Kitting is a powerful Microsoft Dynamics AX add-on that adds value to every organization that works with a process in which individually separate but related items are grouped, packaged and supplied together as one unit. For example, a wine gift box that consists of a box, a corkscrew, the bottle of wine and a book. As a kit can have a lead-time, you can also define a kit for temporary sales promotions. These are just two examples of many situations where AXtension® Kitting is an essential enhancement of Microsoft Dynamics AX.

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Why AXtension®
Kitting


AXtension® Kitting adds value to every organization that works with a process in which individual but related items are grouped, packaged and supplied together as a single unit. For example, a wine gift box that consists of a box, corkscrew, the bottle of wine and a book. As a kit can have a lead-time, you can define a kit for temporary sales promotions. These are just two examples of many situations where AXtension Kitting is an essential enhancement of Microsoft Dynamics AX. AXtension® Kitting offers hugs benefits to any sales department because they can easily quote the cost of a kit and immediately calculate the sales price for their offer. The sales representative also has direct insight into the available stock of all of the kit items and knows how many kits are immediately available. This solution saves the logistics department tremendous amounts of time because they can assemble a kit without going to production and easily handle shipments and returns. AXtension® Kitting can also facilitate the purchasing as well as the return and/or exchange process for the purchasing department.

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What is AXtension® Kitting?


AXtension® Kitting is a powerful tool that handles a list of items as a single item - a kit, without having to use the production module. Sell a kit, pick and ship the parts, and invoice the kit. You can use either header level or line level pricing options to allow flexible pricing on the kit and each of its components.

 

 

You can create both static kits that have a specified component list that will not change and dynamic kits that are flexible and allow you to change their components and their prices as required. The logistical process for both types of kit is the same.

 

 

The report settings in AXtension® Kitting allow you to determine which details are printed on various documents such as the sales confirmation, sales picking list, sales packing slip, invoice and the purchase order. This also applies to the price. On the output documents you can either list the Kit price or the price per item.

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5 reasons to use this AXtension


AXtension® Kitting allows you to manage the creation and processing of grouped items efficiently and effectively:

 

  • Transparency of stock position of the kit and kit parts enables Kit-assembly without production orders.
  • Huge amount of time is saved by the sales, logistic and purchase departments.
  • Simplified administrative handling results in a decreased risk of errors.
  • Both standard and dynamic customer kits are supported. Flexible pricing options and margin control on kit or component level.

References



AXtension reference NHP
NHP Electrical Engineering Products Pty Ltd is a 100% Australian owned and operated market leader where the aim is simple – to be 'easy to do business with'. 
AXtension reference Altech Netstar
Altech Netstar pioneered the stolen vehicle tracking and recovery industry in SA in 1994, and is the market leader in terms of size, product range, and an unsurpassed private recovery infrastructure. 
AXtension reference Dentsply
DENTSPLY International Inc. is a leading manufacturer and distributor of dental and other consumable healthcare products. 

AXtension® Kitting is a powerful Microsoft Dynamics AX add-on that adds value to every organization that works with a process in which individually separate but related items are grouped, packaged and supplied together as one unit.

Microsoft Dynamics AX 

Why AXtension is a key differentiator


Within Microsoft Dynamics AX it is not possible to define a kit, also referred to as a sales BOM. There are many situations imaginable where a number of items must be combined into one trading item so that it can be communicated to the customer as a single unit. This will influence the trading agreements and all communication to the customer, while internally the individual items are picked and packed.


This process is also known from a procurement perspective, where one item is purchased but when they are received the purchased goods are stripped or unboxed and put on stock as individual items.

 

Points of interest:

 

  • Items cannot be grouped into one trading item with multiple logistical items.
  • Trade agreements can only be set on items and not on a group of combined items.
  • Production orders or a BOM journal is the only possibility to support Kitting.
  • Kitting is only supported within a Retail environment.
  • Communication to the customer cannot be influenced to reduce confusion.

 

Kitting

 


AXtension® Kitting allows you to support both temporary and permanent kits. Decisions can be made on how to communicate details on these items to make sure no confusions will exist.

 

A direct relation can be made between the purchased items and a Kit trading item from the customer’s perspective, while internally everyone will be aware of the combination of items that must be picked and packed. No production orders have to be created or BOM journals posted to convert the individual items into one trading item. 

 

 


  • Sales/Purchase BOM = Kit.
  • Pre-defined and Dynamic kits for the purchase, return and sales process.
  • Extended document functionality.
  • Financial correctness given by clear margins (postings and pricings).
  • Save time, save money.

Functions and features


When you are creating a sales line and select a static kit item, when the line is saved, all of the sub lines will be created and shown. These greyed out sales lines show how the kit is built, but they cannot be edited individually. You can edit the number of items on kit header level. The Max kits to be delivered function shows the available stock. Depending on the settings that you have specified for the kit group, you can define if partial delivery of kits is allowed.


When adding a sales line with a dynamic kit item, a pop-up screen is displayed that allows you to add items to the kit from a predefined set of items. These items can be categorized in groups and can all be individually altered. When the kit is complete, you can close the form and the additional lines will be added as greyed out, non-editable, lines. You can change the kit using the Edit dynamic kit function.


You can also define what information should be displayed on which documents. You could for instance display the individual items on the picking list, while on the invoice you only mention the kit.


Pricing can be arranged via the kit trade agreement or a sum of the individual parts.

Focus industries & processes


AXtension® Kitting can be used in any trade driven organization.

 

 

Solution examples


  • A trade organization has a temporary sales event where multiple items are combined and special pricing is applied. AXtension® Kitting allows the organization to create a static kit item containing the items. With a trade agreement on kit level, the temporary pricing can be arranged.

 

  • An organization wants to improve the tools presented to a sales manager for upselling. AXtension® Kitting can create a dynamic kit. The sales person will then be presented with all of the options and additional products that can be sold.