How flexible are Sales Kits in Sage X3, Version 7?

An important advancement that has come with Version 7 of Sage X3 is the increased flexibility of handling Sales Kits at the Sale Order entry. So how flexible is this new functionality? Many of the manufacturing industries that deal with ‘kits’ have specific packs but also different variations of the same kit with options of items as per customer demands. From the ERP point of view, the simple solution to handle this practice is to create numerous Sales Kits with varying items.

Let’s take an example. A sales kit for a hairdryer may include a women’s comb in the package. Another sales kit might include a men’s comb. And another may include both! In a traditional ERP system, these kits need to be addressed as separate kits. But Sage X3, version 7 removes this hassle by allowing you to create just one sales kit with ‘variations’ to select at the time of Sale Order entry according to the customers’ needs.

These variations are selected from a list arising from a formula that the user can create. Your formula can help in selecting items from tables such as Product, Product Sites, Product Site Totals, Product Sales and even some global variables.

The new options added to the Component Type in the Commercial BOM (Common data > BOMs block) are Multiple and Normal (with Formula) in addition to the Normal, Option and Variant types. These two new options work based on the Formula.

The Multiple options can be selected at this level for a particular component which would go with a few other items included. Thus you would be able to select several items at one time at the Sale Order level.

This list of items is what arises based on the Formula. Set the Formula type to ‘Select Components’ during the formula creation.

The Normal (with formula) option could be used to open up a screen selection for normal components. The difference with this component type is that, at least one item must be selected whereas the previous option provides optional item selection.

Another feature that comes along with this functionality is the Quantity Formula, letting you define default quantities for a set of components depending on the context. For example, you can have a formula with defined quantities for a set of components for product A and another with a different set for Product B! And here, set the Formula type to ‘Component Quantities’ during formula creation.

With such detailed settings, when selecting a Sales Kit at the Sale Order entry, you will have a more flexible selection criteria to select the right components to meet customer requests. No more long BOM lists!

For any clarifications and support for Sage X3, Version 7, feel free to contact Mantralogix at 1-866-320-8922 and any of our Sage X3 Certified Consultants would be more than happy to assist you!