Kits and Assembled Items
A kit is a set that you sell as one product, for example a gift box with two cups and a bag of coffee. QrX never stocks the kit itself: an order for the kit reserves and picks its components. An assembled item is different: you build it from components into real stock, and from then on it is stored and picked like a normal item.
Who It Is For
Shops that sell sets, bundles or gift boxes made of items they also sell on their own.
Warehouses that put products together in advance and keep them on the shelf.
Kits and assembled items need Full WMS with the module Kits and bundles switched on in Settings > Warehouse > Stock.
Kit or Assembled: the Difference
Simple: a normal item. Stock is received, stored and picked as the item itself.
Kit: sold as one item, picked as its components. It holds no stock, so it has no receiving, adjusting, counting, tracking or locations. What is available follows its components.
Assembled: built from components into stock with Build. After that it has its own stock, bins and counts.
Where to Find It
The stock item (Warehouse > Stock, Open item): Type on the General tab, the Components tab, and Build and Take apart in the header of an assembled item.
The stock list: a Kit or Assembled pill beside the name.
The route of a pick list (Warehouse > Pick lists): the card Kits on this pick list.
Set the Type and the Components
Create or open the stock item and choose Kit or Assembled under Type on the General tab. Save the item.
Open the Components tab and click Add component. Search the item and enter the quantity Per kit (or per unit for an assembled item), a whole number.
Click Save components. The list has its own save button, apart from the rest of the item.
Components are simple or assembled items of the same owner. A kit cannot contain another kit. Serial-tracked items and dropship items cannot be components. Lot-tracked items can.
An item has at most 50 components.
The type can no longer change once the item has stock, open reservations, stock history or components. Create a new item instead.
An item that is a component cannot be deleted, switched to serial tracking, made a dropship item or turned into a kit. Remove it from the kit first.
When you change the components, open orders keep the list they were reserved with. New orders use the new list.
The kit has its own SKU and can have its own barcodes. Link your shop product to the kit item as you do for any stock item.
How Kit Availability Is Calculated
A kit shows one number: Kits available. It is limited by the scarcest component. Per warehouse QrX divides what is available of each component by its quantity per kit and rounds down; the lowest result counts. The warehouses are added up.
Example: a kit holds 2 cups and 1 box. One warehouse has 9 cups and 3 boxes available. The cups cover 4 kits, the boxes 3, so 3 kits are available.
The Components tab shows per component Available now and Makes kits, so you see which component holds you back.
In the stock list a kit shows its availability under Available, and a dash for on hand, reserved and locations.
A product linked to a kit shows a Kit pill, and its Stock tab shows only Kits available. The number follows within about a minute after stock of a component changes.
For an assembled item the same calculation tells you how many can be built now.
Orders With a Kit
An order for a kit reserves the components: number of kits times the quantity per kit.
All or nothing. When one component is short, the whole kit line waits. A waiting kit holds no units, so other orders can still use those components. As soon as every component is available again (a receipt, a correction), the line is filled by itself.
Waiting kit orders show as backorders on the component items.
A kit without components cannot be reserved: its order lines wait in Needs mapping until you add the components.
Shopify Bundles need no setup: a bundle arrives as its separate component lines, which are normal stock lines.
Picking and Packing a Kit
A pick list takes an order with a kit only when every component can be reserved in the bins. Otherwise the order is left out, as with any item that is short.
On the route, the component lines name the kit they belong to. The card Kits on this pick list lists each kit with its components, quantities and stops.
At the pack station the kit is one line: scan the barcode or SKU of the kit itself.
When the order ships, the components leave the stock.
Build and Take Apart (Assembled Items)
Open an assembled item that has components. The header shows Build and Take apart.
Build takes the components out of stock and adds the built units, in one booking. Enter the quantity and the bin the built units go into (and the lot, when the item is lot-tracked). The dialog shows how many can be built now and what the build uses. Units on open pick lists are never taken. When a component is short, nothing is booked and the dialog lists what is missing.
Take apart does the opposite: built units leave the stock and their components come back, in one booking.
Both bookings show in the stock history. A build is booked at once; there are no planned build orders.
Returns of a Kit
When a customer returns a kit, QrX books every component back: the number of kits times the quantity per kit, each component by the usual grade rules (back to stock, B-stock, quarantine or dispose). The return row names the kit and the number of kits. If the component list of that order can no longer be found, the return goes to manual handling and nothing is booked by itself: book the components by hand. A kit item cannot be chosen there, because a kit holds no stock.
Permissions
Manage stock settings: set the type and change the components.
View stock: see the components and the availability.
Adjust stock: Build and Take apart.
Limits
When a kit is linked to a Shopify channel, QrX sends how many kits can be sold in that warehouse. That number is limited by the scarcest component. A kit already reserved for that shop is not subtracted a second time.
A kit order line cannot be split. Do not use "Ship the available items now" for an order with a kit: the kit ships complete or waits.
In the QrX app a kit is confirmed as one line, with its components and bins listed. The components are not scanned one by one on the phone.
A kit that is reported damaged while picking is handled as a normal short pick. Write a damaged component off on the component item.
No kit inside a kit, no optional or substitute components, and component lists cannot be imported by CSV.
Frequently Asked Questions
Why does my kit show 0 available while most components are in stock?
One component is missing or too low. Open the Components tab: the component with the lowest number under Makes kits limits the kit.
Can I receive stock on a kit?
No. A kit holds no stock itself. Receive the components. If you want stock of the finished product, make it an assembled item and use Build.
One item of the kit is missing. Can I ship the rest?
No. The kit line waits as a whole until every component is available.
When to Contact Our Support Team
Contact QrX support directly when the Type choice is missing although your plan includes kits, when a kit order keeps waiting while every component is available, or when a build is refused and you cannot see why. Mention the kit SKU and the order number.