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DealerTeam

How to Add Kit Items to your Parts Kit

By using the Parts Kit items we can customize the Selling price on parts Kits on the Deal.

Goal

After completing this Section you will be able to Set a List Price on your Parts Kits by updating the price of Parts Kit Items.

First Step

If you have not read the article on how to create a Parts Kit, Start with this: How To Create a Parts Kit

PK1.png

Once it is created You can note a few things, Right now the Kit Price is what the Parts Kit will be sold on a Deal. Currently it is the sum of Kit hours by the Labor Hourly Sale noted as the Labor Sale. In order to set the Kit price you can adjust your labor Sale up or down, Remember that the Labor Sale needs to be the Sum of the Kit hours times the Labor Hourly Sale. The Other way to Control the Price of a parts kit is on the related list, Parts Kit Items. click on the Related Tab in order to go to the Item Menu.

Second Step

Once you Click the Related tab you can select new or Edit an existing Parts Kits Items. Once you go to a new Items you will see this:

PK2.png

There are some things to note, You can look up a local part, but we recommend that you use the Parts Master Record below. For the Product Tax Code, You can manually Create a Tax Code to make specific items taxable or non taxable. This may or may not be utilized in your org. If you are not sure leave this blank. To add a item simply search for the Parts Master that you wish to add to the Parts Kit. Here is the Tricky part, When you go to add the item note the List Price of the parts Master, If you leave the extended list blank it will refer back to the List price on the Parts Master. Or you can increase or decrease the extended list to manipulate what you would like the Final Price of your Parts Kit to be.

PK3.png

In this case we want the final value of the Parts Kit to come in at $899.00 We know that we have $400.00 in labor. To Install in a vehicle we needs two parts added to the labor on the parts kit. In order to make our price align with what we would like we can manipulate the Parts Kit Items to be what we need to achieve that. Ideally we would like them to add up to $499.00 But the Parts Master List price for the Head unit is $499. and the List price for the install Kit is $79. By manipulating the Extended Cost on the item we can override the Parts Master List price to be what we want to sell for, In this case, the head Unit will Sell for $439.00 and the Install Kit will sell for $60. 

PK4.png

In the end we end up with a Parts kit that can be sold at a Price level of our Choosing. The Salesperson's from the Deal can add them and not have to worry about adjusting the pricing to reflect what it should be. In this way at a Management Level we can package commonly sold Items for the Sales team to make it easier for them to Find the Items and add the parts and the Correct amount of labor to install the parts on a vehicle.

The Extended Parts List on your Parts Kit Item does not have a relationship with the Cost, You can conceivably Sell a part for a loss. For this reason it is recommended that you pull up the parts Master of any part that you would like to add to the Kit and check.

The Cost function of the Equipment Cards on a deal will still pull their value shown from the Parts Master Record, Regardless of what Ledger Value or Extended Cost Value is input as.

You can update your Rules, or Approval Process to trigger a step if the Extended List Price of an Item on the Deal is adjusted by the Salesperson to make reviewing Deals Simple and easy.

If you are not able to update your Extended list price check with your administrator, there is a Workflow Rule that addresses Parts Kit Cost that may need to be disabled in order for this function to work.