Stock Maintenance - Break-out Item

General Information

This screen tab is used to set-up a break-out item. A break out item is a special type of stock item that can be used to manage an item that is shipped out in pre-scheduled parts or to manage a special type of service item structured as a payment plan. It can also be used as a HOT KEY to add an entire set or kit of items to a customer's order by just entering one single Stock Item in Order Entry.

See Also

Continuity Plan

Stock Maintenance - Break-out Item Examples

Stock Maintenance - Overview

Special Considerations for Break-out Items

1. Part Items must be established Stock Items: All part items in the break-out item must already be set up as Stock Items themselves. M.O.M. will not let you SAVE the screen if an undefined part item has been entered in the table.

2. Maintaining High Inventory Quantities: Even though most Break-out items are set-up as Service Type items, you must still maintain inventory for the break-out item. Keep inventory levels high to avoid back-orders.

3. Undoing a break-out item: To change a break-out item back to a regular item, simply clear out all the part items from the table on the Break-out Item Tab Screen.

4. Composite Item vs. Break-out Item: Because a kit can be created either as a break-out item or composite item, it is important to understand the difference between these two types of stock item. When a kit is created as a break-out item, the composing parts are "broken out" and printed on the order entry screen and the customer invoice. Each individual part item can be edited on the order entry screen. For instance, you can change the selling price, customize it, delete it, etc. A composite item does not break out on the order entry screen or the customer invoice, and the individual part items cannot be edited.

How to Use the Break-out Item Parts List

Adding a New Part Item to a Break-out Item

Press the NEW button to display the Break-out Part Information screen. Enter the information in the fields as required and press CLOSE to return to the Break-out Item Tab Screen.

Editing a Part Item in a Break-out Item

Select the item to be edited in the list. Press the EDIT button to display the Break-out Part Information screen. Change the information in the fields as required and press CLOSE to return to the Break-out Item Tab Screen.

Removing a Part Item from a Break-out Item

Select the item to be removed from the list. Press REMOVE.

Field Definitions for the Part Information Screen

QTY - the quantity of the item when it is sold as part of the break-out item.

ITEM - the part item stock number. The code entered here must be a predefined stock number. Lookup/List is available for this field.

Shipment Scheduling (Optional)

Use either one (not both) of these fields to establish the billing and/or shipping date for the part item. Leave both fields blank if shipment scheduling does not apply to the part item.

# OF DAYS - the number of days from the order date that the part item is to be billed and/or shipped.

DATE - the calendar date that the part item is to billed and shipped.

Special Pricing (Optional)

Use either price alone or a combination of price and discount to establish the selling price for the part item. Leave both fields blank if the part item's regular pricing structure applies.

PRICE - a special price for the part item when it sold as a part of the break-out item.

DISCOUNT - a special discount on the price of the item when it is sold as a part of the break-out item. Note: If a discount is established in this field, an entry must also be made in the price field.