Elevate Your Product Offerings with Customizable Kits

A major upgrade to Acumatica’s Non-Stock KIT functionality is the introduction of Customizable Kits. This enhancement allows you to customize your orders by specifying the quantities of kit components directly during the order creation

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Allow Customers to define pre-built kits within their stock

Transform traditional Non-Stock Kits into versatile solutions for personalizing orders. Allowing you to define and adjust quantities for both stock and non-stock components during the order creation process, each with a predefined Sales Price in Acumatica. Beneficial in various industries for marketing complex products like Computer Assembly, Grooming Kits, Apparel Combos, to name a few.

Feature list

We are excited to introduce a significant improvement to Acumatica’s Non-Stock KIT functionality – Customizable Kits. This enhancement empowers you to tailor your orders by defining the quantity of kit components during the order creation process.

Kit Explode

“Kit explode” refers to a procedure where a kit is prepared with specific stock and nonstock items. When an order includes a kit item, it’s disassembled, adding its parts to the order while replacing the kit item. Each component maintains a link to the original kit item source, crucial in industries selling kits with multiple distinct items.

Promotional Pricing

Generate sales price worksheets within Acumatica and specify price tiers based on various factors, such as
customer type, unit of measurement (UOM), purchase quantity, and promotional pricing for specific
periods. Subsequently, synchronize these price worksheets with the ecommerce site

Commerce Order

Orders placed on the ecommerce website are instantly synchronized with Acumatica ERP, enhancing the
speed of order fulfilment. Additionally, this product enables the synchronization of orders generated in the ERP system back to the website.

Shipments

After generating a shipment in Acumatica, either through its built-in shipping solution or using third-party
shipping software like ShipStation, updates the ecommerce site with relevant shipment details, including
tracking information. Additionally, notify customers via email regarding the shipment updates.

Order Lookup

Enhance customer service, analyze past orders, and streamline order fulfillment using Acumatica’s powerful
order management features. Additionally, enable customers to access real-time order updates through the
“My Account” section on the commerce site.

Component Quantity Adjustment

Orders placed on the ecommerce website are instantly synchronized with Acumatica ERP, enhancing the
speed of order fulfilment. Additionally, this product enables the synchronization of orders generated in the
ERP system back to the website.

Discounts

Within the Acumatica system, when a Kit Item is configured with discounts, these discounts are intelligently
distributed among its components in a proportional manner. This ensures that discounts are allocated
accurately based on the components’ contributions within the kit.

Reports

Depending on the configuration settings in the C-Kits preference screen, users can view comprehensive
reports that include information about the kit and its components. These reports are available for various
functions such as printing sales orders, printing shipments, generating picklists, and issuing invoices.

Key benefits

Set Adjustable Component Quantities and Limits for Kits

Define which component quantities within a kit can be adjusted and establish minimum and maximum limits for these quantities to ensure proper configuration and inventory management.

Determine Component Quantities and Calculate Kit Pricing

Specify component quantities and calculate kit pricing based on selected components and their amounts during a sales order.

Kit Pricing Calculation Based on Selected Components

Determine the total kit price by calculating the cost based on the selected components and quantities specified for each component

Customize Sales Order Kit Component Display

Enhance the sales order view by allowing users to display kit components with options to expand or collapse the list, providing a detailed or simplified view of the components included in the kit directly within the sales
order grid.

Kit Component Management and Inventory Allocation

Manage the display of kit components by controlling their expansion in the Sales Order Grid and during API-based order creation, while preventing over-allocation by reserving inventory for non-stock kit components during sales order processing.

Display Options for Kits on Standard Forms

Select whether to display the complete kit with its components or only the components on standard forms such as Order Confirmation, Pick List, and Shipment Confirmation. Utilize standard Acumatica import scenarios for creating kits in bulk and use C-KITS in sales orders or quotes for flexibility and efficiency.

Benefits of Integrating Acumatica and Ecommerce

Improved inventory management

With real-time inventory tracking and synchronization across multiple sales channels, these integrations ensure accurate stock levels and reduce errors related to shipping, inventory, or product details.

Enhanced Customer Experience

The CRM module in an ERP system manages customer interactions, tracks communications, purchases, and preferences, enabling personalized marketing campaigns and improved service.

Accurate Financial Reporting

Real-time sales data from various channels, such as websites, POS, and marketplaces, feeds directly into the ERP, enabling instant financial reporting for informed decision-making.

Data-Driven Decisions

ERPs feature robust dashboards, reporting, and business intelligence (BI) integrations, providing in-depth analytics to understand customer preferences. With accurate trend forecasting, companies can adjust their business strategies effectively.

Audit Readiness

ERP systems enhance auditability by centralizing data management, providing real-time reporting, and maintaining comprehensive transaction logs. They automate compliance with industry standards and enforce security through role-based access controls.

Improved inventory management

With real-time inventory tracking and synchronization across multiple sales channels, these integrations ensure accurate stock levels and reduce errors related to shipping, inventory, or product details.

Enhanced Customer Experience

The CRM module in an ERP system manages customer interactions, tracks communications, purchases, and preferences, enabling personalized marketing campaigns and improved service.

Accurate Financial Reporting

Real-time sales data from various channels, such as websites, POS, and marketplaces, feeds directly into the ERP, enabling instant financial reporting for informed decision-making.

Data-Driven Decisions

ERPs feature robust dashboards, reporting, and business intelligence (BI) integrations, providing in-depth analytics to understand customer preferences. With accurate trend forecasting, companies can adjust their business strategies effectively.

Audit Readiness

ERP systems enhance auditability by centralizing data management, providing real-time reporting, and maintaining comprehensive transaction logs. They automate compliance with industry standards and enforce security through role-based access controls.

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Frequently Asked Questions

How do Customizable Kits (C-Kits) improve the upgrade process for product configurators?

What benefits do Customizable Kits (C-Kits) offer for kit creation and order precision?

How does Customizable Kits (C-Kits) handle pricing and discounts within kits?

How does Customizable Kits (C-Kits) enhance inventory control?

How does eliminating the kit assembly process improve efficiency and customer satisfaction?