Ch. 4: Managing Items: Create Regular Items, Kits and Assembly Items (Managing Items)

Create Regular Items, Kits and Assembly Items

The type of item you create from the Item profile depends on whether you select regular, kit or assembly in the Item Type field (path: Item profile > General tab). The tabs displayed in the Item profile differ depending on the item type selected.

Item Type

Tabs Enabled



General, Inventory, Sales, Purchases, Posting Group, Notes, Add-ons, Related Items, E-Commerce, Multimedia and Custom Fields



General, Details, Inventory, Sales, Purchases, Posting Group, Notes, E-Commerce, Multimedia and Custom Fields



General, Inventory, Sales, Purchases, Posting Group, Notes, Assembly, Add-ons, Related Items, ECommerce, Multimedia and Custom Fields


Differences between Kit and Assembly Items




Components continue to form a part of their individual stocks until sale

Components are reduced from their individual stocks during manufacture


Stocks are not maintained

Items have their own inventory


When sold, all components are added to the sales document

When sold, it is treated as a single item


Composition can be altered at the time of sale

Composition can be altered only during manufacture


The choice of setting up an item as a kit or an assembly depends on the type of the final item.

Set up an item as a kit when:

1. Putting together the items does not require significant value-addition of labor and other resources.

Example: Putting together a tennis kit that comprises two tennis rackets, a pair of tennis ball and a sweat shirt does not require too much labor.

2. You sell the components as individual items, and these sales are significant..

Example: If the individual sales of the components of a multimedia system are significant, it would be beneficial to set up the multimedia system as a kit.

3. The composition of the item can be configured by the customer by upgrading/downgrading it.

Example: Sellers of computer workstations give the customers the option to decide the configuration of the product.

Set up an item as an assembly when:

1. Significant value-addition is required before the item is ready for sale.

Example: Electronic products like calculators are assembled items, where labor and overheads form a good percentage of the final costs

2. It is important to control and track variances in the cost of the final product by tracking variations of input costs (material, labor and overheads) for each batch assembled.

3. The customer is not given the option of configuring the product.

Example: Laptops normally have a standard configuration and it is better to create these as assemblies instead of kits.

4. The item components do not have any individual sales and it is important to maintain the inventory of the final product.

Create a Regular Item

To create a regular item, do the following:

• From the main menu bar, select Inventory > Items. You will see the Items browser.

• From the Items browser, select Options > New > In New Window. You will see the Item profile.

You can create items from the following locations:

• An existing Item profile - Select Options > New.

• Any profile/dialog box that contains the Item field - Select New from the right-click menu options available from the drop-down list.


Return to: Chapter 4 Managing Items table of contents

Return to: Everest Advance User Guide v6.11 table of contents




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