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Advanced Kitting

Boost your sales with bundles!

Acumatica’s Advanced Sales Order Kitting capability is designed to streamline and optimize your sales bundles. This feature improves visibility into non-stock kit components and inventory availability, and significantly boosts profitability by enabling better control over pricing and margins. It streamlines the order entry process, allowing customer service representatives to customize sales orders and packing lists, which leads to increased operational efficiency and a superior customer experience.  Additional highlights of this solution can be found below.

Be a part of our Acumatica Labs Program to implement this innovative solution and help shape the future of sales order kitting! 

If you’re interested in participating, please complete this short qualification questionnaire.  This will allow us to consider you for the program. We will review your submission and get back to you within 5 business days to confirm your qualification.

 

Improve Customer Service while Maintaining Margins

  • Provide visibility to components and their availability during order entry improving customer service.
  • Access detailed price, cost, and margin information to make informed decisions and increase profit margins.
  • Highlight low-margin components for review to maintain overall profitability.
  • Streamline the kitting process by allowing component substitution, ensuring flexibility and adaptability.

 

Sales Orders

 

Increase Operational Efficiency and Profitability

  • Automatically calculate component unit prices to ensure fair and accurate pricing, reducing errors.
  • Enable customer service representatives to override component pricing with margin warnings, maintaining profitability.
  • Customize packing lists to balance transparency with the protection of pricing strategies.

 

Kit Specifications 

 

 

 

I don’t see it form the screen shots but is this going to include the functionality to change or sub kit components on the fly during order entry?

Sometimes the price used in the kit is discounted from the unit price. That can cause an issue if one of the kit components is returned and you need to give the customer a credit.  We do have clients using 3rd kit software that do not support this scenario.

This would be a great addition. The fact that Acumatica does not do kits is THE SINGLE REASON why we have not purchased Acumatica and continue to look elsewhere for an ERP solution.

If Acumatica did have a feature like this it would be a game changer for us and really make the difference on us picking them as an ERP software.

Now I do understand that Acumatica has “kits” but, in our business, the Acumatica functionality is pretty much worthless. 

We need a way to simply bundle up stock or non-stock items (ie. labor) and price out a simple kit assembly. Our business gets these requests on the daily and the method to do this in Acumatica is slow, burdensome and doesn't even give a price for what the kit would cost us or the customer. Like I said, for all intents and purposes it is basically an unusable element of the software.

Our business can’t be the only business that needs something like this..I find it hard to believe that Acumatica doesn't offer a kitting function.

 

 

Is this new functionality compatible with Shopify? For example, if we create a non-stock kit that consists of stock item components, will the Product Availability of the kit sync to the corresponding product in Shopify?

Hi everyone,

Thank you for your interest in our Acumatica Labs Advanced Kitting feature.  

For those interested in finding out more or having deep dive discussions about the feature, we invite you to fill out the questionnaire to participate in the program.  We do conduct an onboarding session and will be conducting regular meetups with you. 

Participants of the Acumatica Labs program will be working closely with Acumatica by providing feedback, business insights and ideas for improvements.  

Dana

​@mikeho  Currently, we are working on the ability to export the product availability for non-stock kit items from Acumatica to external systems like Shopify and BigCommerce. Once we are done, do you want to be beta tester? Please let us know. 

Hi ​@KarthikGajendran - sure, I’d be happy to beta test for you.

​@KarthikGajendran would be interested in testing as well, we have shopify, big commerce and amazon connector

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