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Create a Parts Kit with Parts Kit Items

Goal

This article explains how to create a Parts Kit including Parts Kit Items to create a detailed Bill of Materials.

A detailed Bill of Material (BOM) can help manage pricing and taxation of the individual parts included in a Parts Kit. After a Parts Kit has been created, Parts Kit Items can be added at any time. 

After reading this article you will be able to:

  • Create a New Parts Kit
  • Add Parts Kit Items
  • Understand values calculated in Parts Kit Detail

 

To get started, let's create a new Parts Kit for a fresh example.

Use the App Launcher to navigate to DealerTeam Parts ---> Parts Kit Tab ---> click New

 

image of open Parts Kit tab showing the Create New button

 

Step 1: New Parts Kit 

The create New Parts Kit modal has two sections, Kit and Information.

  1. Under the Kit section two fields are required, Kit Name and Description.
  2.  If your Organization uses Parts Kit Categories, use the look-up field Kit Category under this section. 

Learn more about Kit Categories - How to use Categories on your Parts Kits 

available fields are described in the Kit section of create new modal  

 

The Information section has additional fields depending on how you intend to use Parts Kits.

Field names and descriptions: 

Kit Price Manually enter a value when Parts Kits do not sell Labor or Parts, otherwise the Kit Price equals the SUM (Labor Sale + Kit Items Extended List Price)
Kit Hours Dictate how many Hours of Labor will be added to the Deal.
Labor Hourly Sale Set the price per hour that will be charged.
Labor Hourly Cost Set the defined Cost of Labor for the purpose of setting Gross Profit.
Labor Sale Kit Hours (x) Labor Hourly Sale.
Sell on Deals  When checked, the Parts Kit will be available to sell on Deals. 

 

New Parts Kit Information Section explained

 

Click Save to create the new Parts Kit.

If the Parts Kit only includes a set Price and Description then you are done. To learn how to add Parts Kit Items and group Parts and Labor together continue to the next step.  

 

Step 2: Add Parts Kit Items 

Click the Kit Name from the available list to open the newly created Parts Kit. Click the drop-down arrow located in the Parts Kit Items component to find the New button, click to add a new Parts Kit Item. 

 

location of New Parts Kit Item button

 

Fields explained for New Parts Kit Item: 

  1. Parts Master look-up searches for available Parts Masters to link to the New Parts Kit Item.
  2. Parts Kit will default to the Kit Name.
  3. Quantity will have a default value of 1. 
  4. Extended Cost [Quantity x Parts Master Cost] 
  5. Extended List [Quantity x List Price] will be the amount that you charge and show up as Cost figures on the Parts Kit. These values need to be manually calculated and do not update with a change to Quantity.

For Example: You sell QTY 3 of a specific part for $10 each, you should put an Extended List of $30. This allows manipulation of the Parts Kit to sell for a specific target price. 

Remember the Kit Price will be the sum of all Extended List Kit Items plus Labor Sale.

New Parts Kit Item edit modal explained

 

NOTE: If the system won't allow the Kit Item value to update you might have to Disable the workflow rule labeled Parts Kit Cost Update. 

 

Step 3: Parts Kit Details 

To further define how the Parts Kit is utilized let's look at the available information from the Parts Kit Details.

Parts Kit Details.png

Most of the information gets defined upon creation, but there are a few fields that should be pointed out. 

  1. The Kit Price is a Sum total of the (Parts List + Labor Sale).
  2. The Item Count will be the number of Parts Kit Items on the Parts Kit.
  3. Gross fields are derived by the values entered into the Parts Kit. These are only projected Gross profit, as actual Gross profit will rely on Labor Hourly Cost and the manual definitions of the Extended List and the Extended Cost for each included Parts Kit Item.
  4. The Parts Cost and Parts List fields are a roll up summary of the Extended Cost and Extended List values from the total Kit Items.