Defining kit template parts

Define a combination of parts and quantities of those parts to create a kit.

To define kit templates:

  1. Open the Parts form.
  2. Select the part kit for which the kit template will be defined, and then click the Kit Template tab.
    Note: Part must be Track as Kit on the Parts form to add to the kit template.
  3. Click Add Part.
  4. Part—Enter the part to add to the kit. The system automatically populates Organization and the part description.
  5. Quantity—Enter the quantity of the part to add to the kit. When a kit is built from this template, the system will require this quantity of the part specified to build the kit. The system automatically populates the quantity UOM.
  6. Condition—Enter the condition if the part is a condition tracked parent part. If the selected part is a condition tracked child part, the system will automatically populate Condition.
  7. Notes—Enter any notes regarding the part or kit.
  8. Click Submit.