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Documentation Index

Fetch the complete documentation index at: https://docs.arcuserp.com/llms.txt

Use this file to discover all available pages before exploring further.

A kit is the product the customer buys. The components are the products the warehouse actually pulls, consumes, costs, and restocks.

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When To Use A Kit

Use a kit when the customer should see one item, but the operation needs to manage several physical components. Common examples are installation bundles, pump packages, starter sets, seasonal packages, and assemblies sold as one SKU.

  • Use a kit: the bundle is sold as one line, but fulfillment needs multiple component products.
  • Use a physical product: the item is a single stocked product with its own inventory.
  • Use a service: the line is labor, fee, or non-stock work with no picking or packing.
  • Use variants: the customer is choosing size, model, color, or another option where each choice needs its own SKU.
  • Use variant kits: each variant has a different component recipe.

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Review Kits From The Product List

The Kit tab on the Products list shows kit products together. For kits, the available quantity is based on how many complete kits can be built from available component stock. The kit parent does not keep its own separate stock balance.

Products list filtered to the Kit tab with kit rows, available quantity, price, part number, category, vendor, and manufacturer columns
Available means buildable for kits If a kit shows a low available quantity, review the components. One short component can limit how many kits can be sold or fulfilled.

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Create The Kit Product

  1. Go to Products.
  2. Click Add Product.
  3. Enter the kit title and part number.
  4. Set Product Type to Kit.
  5. Enter the list price that customers should be charged before pricing rules.
  6. Confirm tax and inventory behavior.
  7. Click Create Product.
Create Product modal configured as Product Type Kit with title, part number, list price, Charge Tax, and Track Inventory
Kits are not purchased directly Create purchase orders for the component products, not the kit parent. Receiving component stock is what makes more kits buildable.

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Add Kit Components

Open the kit product and go to the Components tab. Add every product the warehouse should pull for one complete kit. Quantity per kit is the amount of that component required for a single kit sold.

Kit product Components tab showing component rows, quantity per kit, unit cost, cost contribution, percent of cost, kit cost total, sell price, margin, and Add Component button
  1. Click Add Component.
  2. Search for the component product by name or SKU.
  3. Select the component product.
  4. If the component product has variants, select the exact variant consumed by the kit.
  5. Enter Quantity per Kit.
  6. Click Add Component.
Add Component modal with component product search results and Quantity per Kit field
Do not add the kit as its own component A kit should not include itself. Keep recipes simple enough for warehouse, purchasing, accounting, and support teams to audit later.

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How Kit Availability Works

Kit availability comes from component availability. Arcus looks at the quantity required for each component and calculates how many full kits can be built. The component with the lowest buildable quantity becomes the limiting component.

  • One component is short: the kit may be unavailable even when other components have plenty of stock.
  • Component stock is received: the kit can become more buildable after receiving or adjustment.
  • Component stock is allocated: open orders can reduce what is available to build future kits.
  • Serialized components: fulfillment still needs the required serial number for each serialized unit.
  • Variant components: the chosen variant is what must be available, not just the variant parent.

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Sell And Fulfill A Kit

Add the kit parent to an order like any other product. The customer-facing line is the kit. Behind the scenes, fulfillment works from the components needed to satisfy the ordered kit quantity.

  • Order entry: the line price comes from the kit parent, pricing rules, and any allowed manual edits.
  • Picking: the warehouse pulls the component products in the required quantities.
  • Packing: package the physical components that are leaving, including any serialized component requirements.
  • Inventory: component stock is what moves when the kit is fulfilled.
  • Returns: restocking follows the component items that come back, not just the kit label.

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Understand Kit Cost And Margin

Kit cost is based on the components and their quantities. The Components tab shows each component unit cost, contribution, percent of kit cost, total kit cost, sell price, and margin. This helps the team catch a kit that prices correctly for the customer but has an unhealthy cost basis.

  • Component cost changes: receiving or cost updates can make kit cost stale until the rollup refreshes.
  • Rebuild Kit Cost: use when Arcus shows that component costs changed since the last rollup.
  • Manual cost override: if someone pinned the kit cost, clear the override before expecting automatic component rollup.
  • Sell price is separate: rebuilding kit cost does not change what customers are charged.
Review margin after component changes When a vendor cost changes, check important kits before quoting large orders. The kit can still sell at the old price even though the component cost moved.

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Variant Kits

Use variant kits when the recipe changes by option. For example, a small, medium, and large bundle might use different components or different quantities. The variant parent groups the choices; the variant carries the exact component recipe that should be fulfilled.

  1. Open the variant parent product.
  2. Open the Variants tab.
  3. Open the variant editor for the exact variant.
  4. Use the variant Components setup when that variant requires its own recipe.
  5. Review availability and fulfillment behavior on the variant, not only the parent.

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Common Blocks

  • Kit shows low availability: identify the shortest component and review on-hand, allocated, incoming, and bin availability.
  • Kit cannot be added to a purchase order: purchase the component products instead.
  • Component search misses an item: confirm the component product is active and belongs to the current entity.
  • Wrong component quantity: correct Quantity per Kit before the kit is used on new orders.
  • Margin looks wrong: review component cost, quantity per kit, list price, pricing rules, and whether a kit cost override is active.
  • Fulfillment is blocked: check component stock, serialized component requirements, package setup, and order holds.
  • Variant kit behaves wrong: confirm the correct variant recipe is attached to the variant being sold.

Product Setup

Create physical products, services, and product records.

Product Types and Costing

Understand product type conversion rules, FIFO layers, product value, and Recost repair behavior.

Product Variants

Generate variants, manage child SKUs, use the variant editor, and set variant kit behavior.

Pricing Rules

Configure quantity breaks, customer pricing, and multiplier rules.

Inventory Management

Track stock, locations, reorder points, and inventory movement history.

Creating Orders

Build a sales order, add customers, set addresses, and add products.