Update Kit Master with Kit Products/Components

Features

• Import Kit components.
  • Add components to the existing kit.
  • Re-assign Kit components to existing kit (by selecting ‘Clear Existing Components’)
• Create a new Kit.
  • Create a service type product in the back-office, with the Import Kit Components utility can convert to Kit and add Kit Products/components.

Limitations/Pre-requisites

• Fixed Excel format

• If ‘Sales_Meas’ is not matching – will consider default Sales UOM from product master.
• Components to be assigned in Kit should exist in the database.
• If any one line has an error, should correct the line, or delete it in excel and then do re-import process.
• .xls supported format, for. xlsX format – related drivers to be installed in the server/client.
• Sale_qty will be mapped to Purchase qty also in Kit components line item.

Notes

• Sales quantity is not mandatory – if not mapped in excel, it will take sales quantity as 1.
• Purchase quantity is not mandatory – if not mapped in excel, it will consider sales quantity.
• UOM is not mandatory – if not mapped in excel, it will consider default sales/purchase measure.

Plug-in available on Product List

Import Kit Components – screen

• Classification of product “Regular” to “Service” will be changed.
• And respective updated fields in excel, will be updated/mapped under ‘Kit Products’
• Price Settings should be manually updated by user.

• Add component to the existing Kit – for the existing Kit product, add a product –

• Do not check option ‘Clear Existing Components’ – to add a product to Kit.

FAQ

• If the Kit product master is used by the other user
• Or Product code does not exist in GreeneStep.

Message prompt “Unable to proceed with import. Check validity of line items”

FAQ/Logs

• If .xlsx – not supported in server/workstation- message will be shown as “No details found.”

• If not matching UOM, consider default sales UOM.

• Errors/Warning …