---
title: "Best Practices"
canonical: "https://flagshiphelpcenter.myekos.com/space/EHC1/3469836291/Best%20Practices"
format: markdown
---
> Macro (toc)

## Overview

Part Kits are most effective when they are clearly named, consistently structured, and assigned intentionally. This guide outlines recommendations to help you keep your kits organized and useful as your fleet grows.

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## Use Clear, Descriptive Names

Choose names that make it obvious when the kit should be used.

Instead of:

- Oil Change
- Brake Job
- PM

Use:

- Light Duty Truck – Oil Change
- Diesel PM – A Service
- School Bus – Front Brake Service

Clear naming helps when:

- Assigning kits to vehicles
- Assigning kits to service items
- Selecting kits on a work order

If users cannot immediately tell what a kit is for, it will slow down the work order process.

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## Decide: Vehicle Kit or Service Item Kit?

Understanding the difference prevents confusion later.

### Assign to a Vehicle when:

- A vehicle type consistently uses certain parts.
- You want mechanics to have quick reference access of which parts a vehicle takes.

Example:  
A truck always takes a specific air filter and oil type.

### Assign to a Service Item when:

- A service task always requires the same parts.
- It is a service task you perform often
- You want parts to auto-add every time.
- You want the process standardized and efficient.

Example:  
Every “Diesel PM – A Service” should always include the same filters and oil.

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## Set Accurate Quantities

The quantity entered in the kit becomes the default quantity on the work order.

For example:  
If a vehicle requires 5 quarts of oil, enter 5 — not 1.

Although quantities can be adjusted on a work order, setting them correctly in the kit:

- Saves time
- Reduces corrections
- Improves reporting accuracy

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## Keep Part Costs Current

Part Kits pull part pricing from your part records and warehouse settings.

If costs appear incorrect on a work order:

- Verify the part’s unit cost in Parts
- Check warehouse pricing
- Update part pricing as needed

Keeping part records current ensures work orders calculate correctly.

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## Avoid Duplicate Kits

Before creating a new kit:

- Check existing kits to see if one already exists.
- Avoid creating multiple kits with similar names and overlapping parts.

Duplicate kits can lead to:

- Confusion when assigning
- Inconsistent part usage
- Incorrect reporting

If you need slight variations, consider:

- Updating an existing kit
- Creating clearly labeled versions (e.g., Diesel PM – A Service vs Diesel PM – B Service)

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## Review Kits Periodically

As your fleet changes:

- New vehicles are added
- Parts are updated
- Service standards evolve

Review kits occasionally to ensure:

- Parts are still correct
- Quantities are accurate
- Assignments still make sense