Kitting Orders

Overview and Settings

To plan kitting operations, you can use kitting orders.
To register orders for kitting and reverse kitting, go to Master data and settings – Warehouse and delivery and select the Kitting orders checkbox. This allows you to plan kitting operations
To prevent kitting orders assembled (disassembled) incompletely from being closed, select the Do not close partially assembled (disassembled) orders for kitting checkbox.
To enable statuses for kitting orders, select the Kitting order statuses checkbox.
Kitting settings 2.png

Creating Kitting Orders Manually

To create a kitting order manually:
  1. Go to Warehouse and delivery > Kitting orders.
  2. Click Create > New.
  3. On the Main tab, select the Company, Business transaction and Warehouse.
  4. Specify the Item and the quantity To assemble.
  5. If required, specify the Variant, Assignment, and Product kit (can be filled automatically).
  6. You can also specify Kitting duration, Kitting start, and Kitting end date.
Kitting order 1.png
7. On the Components tab, add components using one of the following ways:
  • Click Add and add components manually. Then specify the Quantity.
  • Click Fill > Fill in with components to copy the components and quantities from the kit configuration.
8. For each component, specify the required action:
  • To supply. Select this option if you need to order these goods from the supplier.
  • Reserve. Select this option if you need to reserve the required product in the warehouse.
  • Reserve upon receipt. Select this option if you need to reserve the required product in the warehouse once it is delivered.
  • Ship. Select this option if you are ready to ship the goods to the specified warehouse.
  • Do not supply. Select this option if you are not yet ready to order the product.
Kitting order 2.png
9. On the More tab, select the Responsible person, Business unit, and Author.
10. Specify the Priority and set the Status to Confirmed.
11. Click Post and close.

Creating Kitting Orders by Plan

To create a kitting order manually:
  1. Go to Warehouse and delivery > Kitting orders.
  2. Click Create > By plan.
  3. On Step 1 of 3 of the Convert plan to kiting orders workplace, select the required Scenario and click Next.
  4. On Step 2 of 3, select the To order checkbox. You can change the quantity manually if needed.
  5. Click Create orders.
  6. Open the created document to check it and fill the required data.
  7. Click Post and close.
Kitting order.png