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RPM - SET UP AND USE KITS

RPM KITS:  Setup and Use

Overview

A kit is an RPM subcategory that bundles a main unit with the components that go out with it, such as cables, batteries, attachments or a setup charge. When a user adds the kit to a contract or quote, RPM adds a line for every component, and the kit carries one price for the whole bundle.

Use a kit when you quote a bundle at a single price, such as a forklift package or a network kit rented or sold as one item. Kits are set up on the RPM Subcategory card with Type set to Kit.

1. How Kit Pricing Works

A kit has one level of pricing, so every component follows the kit line’s billing code. RPM can price a kit in one of two ways.

  • Kit price split by percentage (default). You enter one kit price per billing code. When the kit goes on a document, RPM splits that price across the components by the percentage entered on each component.
  • Component prices rolled up. With Rollup Kit Pricing turned on, RPM prices each component using its own subcategory, item, or resource pricing, including customer and customer price group pricing, and adds those prices up into the kit unit price. No kit price or percentages are needed.
  • Generic kit: leaves the unit numbers blank. The user picks the units on the contract when the equipment is prepped. Most kits are set up this way.
  • Unit-specific kit: names the exact units, such as a Charge or Quantity Tracked Unit.

Either way, the kit can print as one line or with every component listed. Rollup Kit Components on the kit subcategory sets the default, and Rollup Kit on the report request page overrides it when printing.

2. Plan the Kit

Decide whether the kit is generic or unit-specific before you build it.

 

Also gather the components and quantities, which components are non-chargeable, and the kit price for each billing code you will use, such as Monthly Advance, 12 Month and Sale. (Setup up in Sales Price Table)

3. Create the Kit

  1. Search for RPM Subcategories and choose New.
  2. In No. and Description, enter the kit name. Use a customer-facing description, because it prints on quotes and contracts. Kit descriptions can be translated for customers with a language code.
  3. Set Type to Kit.
  4. Enter the Base Unit of Measure (EACH is recommended), Product Line Code and Category Code.
  5. On the Invoicing FastTab, fill in the posting groups and tax group codes per your setup. Gen. Prod. Posting Group (Sale) is not required for a kit.
  6. Open the kit Components and add a line for each component:
    1. Select the type and number (an RPM subcategory, item or charge). Rent and sale lines are both allowed.
    2. Enter the Quantity per kit. Always enter a quantity on a component that has a percentage.
    3. Enter a Unit No. only for a unit-specific kit.
    4. Mark the line non-chargeable if it goes out at no charge.
    5. If you are using the percentage split, enter the component’s percentage of the kit price, so the percentages account for the full kit price.
  7. Choose how the kit prints. Turn on Rollup Kit Components to show one kit line by default; leave it off to show each component.
  8. Do not activate units to the kit subcategory. A kit is not a physical unit, and RPM blocks activating one.

4. Set Up Kit Pricing Percentage Split

  1. From the kit subcategory, choose Prices and Discounts.
  2. Add a line for each billing code the kit will be used with and enter the kit price. For example, $7,875 on the Sale billing code and $656.25 on Monthly Advance.
  3. To calculate a price, type a formula in the price field, such as 7875/12, and RPM fills in the result.
  4. Add customer or customer price group lines if specific customers get a different kit price. The most specific price is used.

Component Prices Rolled Up

  1. On the kit subcategory, turn on Rollup Kit Pricing.
  2. Make sure each component subcategory has prices set for every billing code the kit will be used with.
  3. Leave the component percentages blank; the kit price is the total of the component prices.

5. Use a Kit on a Document

  1. On the rental contract, quote or work order, add a line and select the kit subcategory.
  2. RPM adds the kit line and a line for each component, with the quantities from setup. If the kit quantity is more than 1, the components and their shipping/receiving lines follow.
  3. For a generic kit, select the Unit No. on each serialized component, either on the line or on the shipping/receiving line.
  4. Review pricing. The kit line carries the kit price for its billing code, and each component shows its share. Line Discount % can be entered on the kit line.
  5. Adjust the kit for this contract. You can add components on the fly or remove ones that are not going out.
  6. Change shared fields on the kit line, not on each component. A new Location Code, or Credit or Revenue Only, flows to the components automatically. A serialized component already assigned on shipping keeps its unit’s location.
  7. Use expand and collapse on the kit line to show or hide its components.
  8. When printing, use Rollup Kit on the report request page to override the default. A common pattern is rolled up on quotes and contracts, and full detail on pick or shipping documents so the warehouse knows what to pull.

Related Charges on Kits

If the kit subcategory has Auto Suggest Charges turned on and related charges set up, RPM inserts the components first and then shows the related charges pop-up. The user can accept or skip each charge. Use kit components for lines that always go out, and related charges for optional add-ons such as insurance or an extra battery.