How Kits and Kit Parts Affect Quantities Displayed in Reports

When using reports that display inventory item quantities, it is useful to familiarize yourself with how kits and 'kit part' quantities are displayed. Some items can be listed both as parts of kits and as individual items, so quantities may appear larger than they are. This is especially relevant for the following reports:

These standard reports show quantities for individual items which can include quantities attributed to kits. Using the Sold as a Kit/Assembly Member filter, you can modify the way that standard reports display quantities.

Example using the Sold as a Kit/Assembly Member filter

A Custom Items Pending Fulfillment Report might have the following two items of inventory:

The second item DVD-R 5 pack is a kit which consists of 5 DVD-R items. You have 4 kits of DVD-R 5 pack committed items and 3 DVD-R committed items. On the standard report those 2 line items will be displayed with the following quantities:

This report correctly displays a total of 23 DVD-Rs committed. However, it does not highlight that 20 of the 23 are part of the kit listed as the next line item. This may in some cases give the illusion that 43 DVD-Rs have been committed, whereas in fact only 23 have been committed.

Using the filter Sold as a Kit/Assembly Member, you can modify the standard report. Set the filter to false and the report will display the following 2 line items:

Now the line item DVD-R does not include the 20 DVD-Rs sold as part of DVD-R 5 pack kits. See Filtering Data on Reports for more details on how to apply filters to reports.

Related Topics

Drilling Down to Records or Transactions
Navigating a Report
Setting Report Footer Options
Graphing a Report
Printing a Report
Emailing a Report
Scheduling a Report
Exporting a Report
Report Customization
Reporting Overview
Basic Inventory Management

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