Ancillary Kits - Step by Step

To select an ancillary and assign it to a kit:

  1. Create each ancillary required for inclusion into the kit under the relevant Ancillary Type heading. For example: Fixings, Clips or Ancillary Materials, if length based. These are accessed from the database Fittings Ancillaries Type of Ancillary drop-down menu for each type. Apply and OK once all created.
  2. Assign costs, times and weights to the ancillary if required. Product codes can be used, and links to the price list containing the code can also be set here.

  3. Select Ancillary Kits from the Type of Ancillary drop-down. This is located at the bottom of the list menu.

  4. Click New Ancillary to create a new ancillary kit. (Selecting an existing kit and then clicking New Ancillary prompts to create a copy of the selected ancillary kit.)
  5. Specify a name, and if using breakpoints, enter each breakpoint by specifying whether it is width+depth or diameter based.

  6. Assign the ancillaries to the kit, or, if using breakpoints, assign various to each breakpoint size.

  7. Once completed, the ancillary kit is ready for assigning to the component. For example, Connector Material assignment if wanting to read the breakpoint table of sizes.