Kits

This article provides instruction and information on the following:

• How to set up the Kit feature
• How to add items to a Kit
• How to enable hiding Kit components
• How to set up a trigger item
• Edit Kit items: Rename or delete
• How to sell a Kit
• How to create a Stored Kits report
• How to recover a kit that was renamed or deleted from inventory
• How to simultaneously update retail prices for all kits 
• Automatically update a kit item price to current retail prices
• How to prevent changes to kit items (except for the trigger item) on an invoice

How to set up the Kit feature

1. In Paladin, from the main menu, select File > Setup.
2. Select the Class tab.
3. In the Classes section, click New.
4. In the Name box, enter Kit Trigger.
5. In the Class ID box, enter a Class ID number that is outside the range used by the EDI supplier, then click Save.
6. Click the Invoice (Store) tab.
7. Check Enable Kit Functionality.

Note: If you do not want kit items to show on the invoice, check Enable Hiding Kit Components to hide line items with a retail price of 0.00.

8. In the Kit Class Number box, enter the Class ID number.
9. Click Save, then click Close.

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How to add items to a Kit

1. In  Paladin, on the top ribbon, select the Invoice/Quote module.
2. In the Invoice/Quote tab, in the Part # box, scan or manually enter the trigger item.
3. Set up a Kit type according to one of the three examples provided in the table under step 7:
   • Example: Kit 1
   • Example: Kit 2
   • Example: Kit 3

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Important: When your are done setting up your Kit, follow steps 5-7 to complete the procedure.

4. On the bottom ribbon of the module, click F6 Store Transaction.
5. In the Store Transaction window, select the Kit option.
6. Optional: In the Memo box, enter notes on the kit.
7. Click F12 Store.

Example:  Kit 1

Example: A purchase of bottled soda triggers a bottle deposit. Set up this type of kit for an item that would never be sold without the trigger item. The trigger SKU and the kit items must have separate retail prices and costs. Note:  For this kit, the trigger SKU does not have to be set up as a dump SKU. The trigger item must be on the first line of the invoice. In the Price box, do not change the retail prices. For Ace Instant Savings, the kit price must be the amount of the entire kit, and the price for each individual item must be zero. Back to step 3

Part Number	Description	Quantity	Price
Trigger SKU	Trigger description	1	Retail price
Item 1	Item 1 description	Quantity desired	Retail price

Example:  Kit 2

Example: You create a tent kit that has a tent, poles, and rope. The trigger SKU and the kit items must have separate retail prices and costs. The trigger SKU will show a zero retail price, and the dump SKU will show a zero cost, while the items in the kit will have retail prices and costs. Note: For this kit, the trigger SKU must be set up as a dump SKU. Refer to: Create a dump SKU Set up this type of kit for the following reasons: You want to get many items on an invoice quickly. The items can be purchased separately; buying the items together does not discount any item, or it is acceptable to show which items are discounted. The trigger SKU will have zero retail price and zero cost. The items will have full retail or discounted retail prices and full cost. Notes: The trigger item must be the first line on the invoice. In the Price box, change the retail price for the trigger item to zero, but leave the separate items in the kit alone, or you can adjust the items to show a savings by purchasing them together. For Ace Instant Savings, the kit price must be the amount of the entire kit, and the price for each individual item must be zero. Back to step 3

Part Number	Description	Quantity	Price
Trigger SKU	Trigger description	1	Zero
Item 1	Item 1 description	Quantity desired	Retail/discounted price
Item 2	Item 2 description	Quantity desired	Retail/discounted price
Item 3	Item 3 description	Quantity desired	Retail/discounted price

Example:  Kit 3

Example: Buy the grill promotion and receive it for a specific price. The trigger SKU is a special promotion, and buying the items together prompts a discounted, specific price. Note: For this kit, the trigger SKU must be set up as a dump SKU.  Refer to: Create a dump SKU Set up this type of kit for the following reasons: You want to discount the items, but you do not want to show item discounts or to obscure the kit items. The trigger SKU will have the full retail price, no cost, and a 100 percent reference margin. The items in the kit will have a zero retail price, but maintain the cost. Everything in the kit, including the trigger SKU, is in a single department. Notes: The trigger item must be the first line on the invoice. In the Price box, change the retail for the trigger item to the amount for the whole kit. For each item in the kit, enter zero for the retail price. For Ace Instant Savings, the kit price must be the amount of the entire kit, and the price for each individual item must be zero. Back to step 3

Part Number	Description	Quantity	Price
Trigger SKU	Trigger description	1	Full retail/discounted price
Item 1	Item 1 description	Quantity desired	Zero
Item 2	Item 2 description	Quantity desired	Zero
Item 3	Item 3 description	Quantity desired	Zero

Important: After you set up a kit type, go back to the top of this section and follow steps 5-7 to complete this procedure.

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How to enable hiding Kit components

1. In Paladin, from the main menu, select File > Setup.
2. Select the Invoice (Store) tab.
3. Check Enable Kit Functionality.
4. Enter a number in the Kit Class Number box.
5. Check Enable Hiding Kit Components.
6. Click Save, then click Close.

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How to set up a trigger item

Important: If you added items to a kit according to Example 2 or Example 3 in How to add items to the kit, you must set up a trigger item as a dump SKU before you can follow this procedure. Refer to: Create a dump SKU

1. In Paladin, on the top ribbon, select the Inventory module.
2. In the Inventory tab, in the Part # box, enter the trigger item.

Note: If you have not yet created a trigger item, you can do so now: On the bottom ribbon, click F2 Add item.

3. Open the General tab.
4. In the Classes pane, in the middle or last Class list, select Kit Trigger.

Note: Do not use the first Class list because doing so may overwrite EDI.

5. Click Save.

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Edit Kit items: Rename or delete

For Kit items:

• When a part number used in a Kit is renamed or deleted in inventory, a warning message displays suggesting the user carefully consider the implications of this action.
• Kits recalled with line items no longer present in inventory will display a text line indicating the part number is no longer valid.
• Kits that have their trigger item renamed or deleted will no longer be automatically recalled in invoicing.

All situations are recoverable. 

1. In Paladin, on the top ribbon, select the Invoice/Quote module.
2. On the bottom ribbon of the module, select F6 Recall Transaction.
3. In the Recall Transaction window, enable the Kit option.
4. Click View in Excel. 

An Excel icon is displayed on the bottom taskbar of your computer.

5. Click the Excel icon to open the worksheet. It displays detail on the content of all kits defined in your system. 
6. After identifying which kits that may need to be edited or replaced, you can manually recall these stored kits for editing from the same Recall Transaction window by clicking on F6 Edit Kit.

Note: If a kit’s trigger item has been removed from your inventory, replace the trigger item in inventory, or replace the kit using active inventory items.

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How to sell a Kit

Notes:

• When the trigger item is scanned at checkout, the auto-combine feature is activated. Changes to the quantity of the trigger item will cause changes to the quantity of kit items. All kit items are recalled.
• When a kit is scanned at checkout, the auto-combine feature is deactivated. Duplicate items will not be merged.

1. 1. In Paladin, on the top ribbon, select the Invoice/Quote module.
   2. Enter the part number or scan the trigger SKU in the Part # box. All items in the kit will appear at the prices and quantities that are stored for the kit.

Note: To sell multiple kits, change the quantity of the trigger item. All kit items will update automatically.

1. 3. Proceed to checkout.

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How to create a Stored Kits report

The Stored Kits report includes the date that the transaction was stored, the customer name, and details for all line items.

1. In Paladin, on the top ribbon, select the Invoice/Quote module.
2. On the bottom ribbon of the module, click F6 Recall Transaction.
3. In the Recall Transaction window, enable the Kit option.
4. Highlight the Kit.
5. Click Report All.

The report generates and opens in Excel.

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How to recover a kit that was renamed or deleted from inventory

When you rename or delete an inventory part that is included in a kit, two things occur:

• Recalled line items from the kit that are recalled and are no longer in the inventory will appear as a text line, which indicates that the part number is invalid.
• Renamed or deleted trigger items in a kit will not be automatically recalled in invoicing.

1. 1. In Paladin, on the top ribbon, select the Invoice/Quote module.
   2. On the bottom ribbon of the module, click F6 Recall Transaction.
   3. In the Recall Transaction window, enable the Kit option, then click Report All. An Excel worksheet with all of the kits opens.
   4. Select the kits that you want to edit or replace, then click Recall Transaction.

Note: If the trigger item has been removed from inventory, you can add the trigger item back to the inventory or replace the kit with active inventory items.

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How to simultaneously update retail prices for all kits

1. In Paladin, on the top ribbon, select the Invoice/Quote module.
2. On the bottom ribbon of the module, click F6 Recall Transaction.
3. In the Recall Transaction window, enable the Kit option.
4. Click Update Retail All.
5. In the Kit Update Retail All window, click OK to confirm that you want to update the kits that are listed.

A message opens when the price updates are complete.

6. Click OK.

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Automatically update a kit item price to current retail prices

1. In Paladin, on the top ribbon, select the Invoice/Quote module.
2. On the bottom ribbon of the module, click F6 Recall Transaction.
3. In the Recall Transaction list, enable the Kit option.
4. Highlight any kit, then click Update Retail. A Kit Update Retail window opens with the current kit retail price and a new kit retail price. Items that are priced zero will not be updated.
5. Follow one of these options:
   • To accept the kit price change and update the kit item prices, click Yes. You can repeat steps 3 and 4 to view other kits.
   • To keep the old kit item prices and make no changes, click No.  You can repeat steps 3 and 4 to view other kits.
   • To review and make changes to the item prices, click Preview. This opens the kit item list so you can make changes and save them. If you don’t want to make changes, close the Kit Update Retail window.

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How to prevent changes to kit items (except for the trigger item) on an invoice

To make sure that your kits are sold correctly, you can turn on a safeguard that prevents changes to kit item prices and quantities on an invoice, except for the trigger item.

When you add a kit trigger item to an invoice:

• The trigger item and the additional kit items are added to the invoice as line items.
• The cashier can edit the trigger item quantity and price values.
• The other kit line items appear in light gray and cannot be edited.
• When the trigger item quantity is changed, the quantities of the other kit items are updated automatically, and the extension values reflect the new quantities.
• When you tab or use the arrow keys to move through the invoice, the kit items in light gray will be skipped.

1. 1. In Paladin, from the main menu, select File > Setup.
   2. Select the Invoice (Store) tab.
   3. In the Invoice pane, check Enable Kit Functionality.

Note: If this option is not selected, the kit feature is not set up, and you cannot continue with this procedure.

1. 4. Check Kit Components Disabled on Invoice Screen.
   5. Click Save, then click Close.

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