About Kits

Updated by Cheryl Wallace

A kit represents is a collection of items with multiple item IDs that are issued out together. Depending on the kit type, the inventory is expected to come back together.

Setting up a kit requires that a part number be created to represent the kit itself. Think of this part number as a virtual "box" that groups the items. Depending on the kit type, Items are then added to the Kit Contents as either the part number or a serialized item. When the kit item ID is issued, all kit contents are issued at the same time.

There are restrictions on kit part numbers:

  • Once the Kit flag is added to a part number and a kit has been built, the Kit flag cannot be removed. You cannot change a kit to be not a kit.
  • Part numbers flagged as kits are not permitted on rate sheets for either Transaction Rental or Transfer Rental to avoid duplication of charges as kit components are already on the rate sheets.
  • Serialized kits cannot carry service tasks. Maintenance is tracked on each item in the kit, not the kit itself.
Watch this video for an overview and basic understanding of kits.
Watch this video for a tutorial on building and maintaining kits.
Watch this video for a walkthrough of issuing and returning each kit type, replenishing consumables in kits, and handling returns of incomplete kits.

Different kit types are used for different purposes:

Serialized kit

  • A serialized kit is uniquely tracked.
  • Each kit has a specific list of item IDs that are issued and returned together with the kit.
  • Any item IDs not returned with the kit are still listed as required but disconnected from the kit.
  • Consumables in the kit must be replenished when the kit is returned by adding the quantities back into the kit.

Example of a serialized kit: laser level kit.

Bulk kit

  • A bulk kit, like all bulk part numbers, is not uniquely tracked.
  • The kit part number defines the quantity of each non-serialized part number required for the kit.
  • Kit contents are not expected to come back with the kit.

Example of a bulk kit: standard PPE issued to each new hire.

Dissolving Serialized kit

  • A dissolving serialized kit is uniquely tracked.
  • Each kit has a specific list of item IDs that are issued and not expected to come back as part of the kit.
  • When the kit is issued, the kit contents are removed and all items are disconnected from the kit.
  • Each time a dissolving kit is packaged, the item IDs must be added.

Example of a dissolvable kit: a gang box loaded with tools in preparation for shipping to a job site.

Related Reports
Bulk Kit Content, Serialized Kit Content

See also:

​Copyright © 2020-2024 ToolHound Inc. All Rights Reserved.

How did we do?