ION Factory OS
  • Welcome to ION
  • Features
    • Procedures
      • Steps
        • Content
        • Datagrid
        • Fields
        • Attributes
      • Dependencies
      • Part-Procedure Relationship
      • Attributes
      • Standard Steps
      • Installation Requirements (Beta)
      • Nested Steps and Nested Standard Steps
      • Procedure Best Practices
    • Runs
      • Run Execution Overview
      • Runs And Step States
      • Batching Runs
        • Batching 2.0 Changes
      • Workcenter execution
      • Split Inventory on a Run
      • Redlines
      • Export run data
      • Scheduling runs
      • Time Tracking
      • Attributes
      • Outside Processing
      • Runs Best Practices
    • Parts Library
      • As-built Bill of Materials (aBOM)
        • Editing aBOM build requirements
        • aBOM Beta Changes
          • aBOM actions for developers
      • Inventory
        • Inventory status
        • Inventory splitting
        • Inventory merging
        • Inventory scrapping
        • Kitting
        • Inventory Movement Automations
      • Manufacturing bill of materials (mBOM)
        • mBOM versions
        • Made on Assembly (MOA)
        • Part Substitutes
        • Reference designators
      • Part Attributes
      • Part revision interchangeability
      • Supplier Part Numbers & Purchase Unit Conversions
    • Kitting and Inventory Fulfilment
      • Kit Statuses and Workflows
      • Inventory requests
      • Kitting and runs
      • Fulfilling Multiple Kits
      • Kanban Kitting
    • Purchasing
      • Purchase Orders
        • Types of Purchases
        • Purchase Order Approvals
        • Purchase Order FAQs
        • Supplier Part Numbers & Unit Conversions
        • PO Requirements, Terms, and Quality Clauses
      • Receiving/Inspection
      • Outside Processing
      • Consigned Parts
    • Barcode Labels
      • Templating
        • ION barcode minimum sizes
        • Sample templates
      • Printing
        • Configuring Zebra Browser Print
        • Server Based Barcode Printing (PrintNode)
      • Scanning
        • Scan barcodes from other systems
    • Quality
      • Issues
      • Further Actions - CAPA
      • Issues States, Dispositions, and Resolutions
      • Quality Best Practices
    • Tools
    • Locations
    • Attributes
    • Labels
      • Deleting labels
    • Notifications
    • Search
    • Settings
      • Role based access control
        • Full Glossary of ION Permissions
    • ION Actions
      • ION Actions examples for Quality
      • ION Actions examples for Runs and Procedures
      • ION ACTIONS examples for Supply Chain
  • Analytics
    • Inventory valuation
    • Part impact analysis
    • Users, Roles, Teams
    • Analytics FAQ
    • Data Connector
    • Data Products
  • Plans and Autoplan
    • Autoplan
    • Autoplan glossary
    • Preparing to use Autoplan
    • Clear to build reporting
    • Running Autoplan on a schedule
    • Firm and blocked plan items
    • Location constraints
    • Autoplan suggested suppliers and procedures
    • Reorder point
    • Plan input serial numbers
    • Applying a calendar
    • Plan Reservations
    • Independent schedules
    • Drive demand from kits
    • Drive demand below buy parts configuration
    • Group plan items with the same date
    • Manualy Changing Autoplan Status
  • API
    • How to create an App with ION
    • Access Tokens
    • About GraphQL
    • Interactive API explorer
    • API Keys
    • Examples
      • Notifications
      • Runs
      • Automatically updating fields in runs
      • Parts and Part Revisioning
      • mBOMs
      • Part Inventory and Kitting
      • aBOM (As-built Bill of Materials)
      • Edit time-tracking session data
    • Changelog
    • Webhooks
    • Pagination
  • Automations
    • Auto-checkout of Run Steps
    • Auto-Consumption of Lineside Inventory
    • Automatically Send Purchases to Suppliers
    • Set Close by Run Step on Issue Creation
    • Intent Management / Grade / Tier / Pedigree
      • Data Imprinting
      • ION Actions for Intent
    • Auto-Update mBOM Revision on Part Revision Update
    • Auto-approve part-procedure relationships
    • Purchase Order PDF and Versions
    • Auto Populate PO Line Attributes
    • Imprint Attributes from One Object to Another on a Desired Event
  • Integrations
    • Deploying Integrations and Automations
    • Arena
    • Cofactr
    • Datum
    • Duro
    • NetSuite
      • Purchasing in NetSuite, Receiving in ION
      • Work Order/Assembly Builds
    • Procurable
    • PDF Generator
    • Quickbooks
    • Ramp
    • Silkline Integration
    • Slack
    • Smartsheet
    • SOLIDWORKS
    • Teamcenter
  • Training
    • Standard Operating Procedures
      • Cycle Counting
      • Tool Utilization
    • Guided Flows
    • ION Sandbox
    • Chat Support for ION
  • Troubleshooting
    • Resetting your password
    • Resetting your Multi-Factor Authentication
    • You have no roles... error
  • Changelog
  • Adminstration
    • Security
      • Backups and Security FAQ
      • Single Sign-On (SSO)
        • Okta SAML connection setup
      • Export Control
      • Report Generator Disclaimer
    • Browser and Device Compatibility
    • Authentication
      • My company is new to ION, logging in for the first time.
      • I'm told I'm not authorized to access the application
      • My account has been deactivated
    • Login Page
  • Tickets Portal
Powered by GitBook
On this page
  • Kit Fulfillment
  • Digital First Kits
  • Physically First Kits

Was this helpful?

  1. Features

Kitting and Inventory Fulfilment

PreviousSupplier Part Numbers & Purchase Unit ConversionsNextKit Statuses and Workflows

Last updated 6 months ago

Was this helpful?

Kitting allows you to request and fulfill inventory. In general, it quickly allows you to add inventory to the kit and bulk move all of the inventory to a location when you deliver the kit with ease. It can be used to allocate material to a run or for workflows that may not require a run such as getting parts for engineering testing, delivering lineside materials, or automatically generating kits to backfill line-side quantities.

First, create your kit and by clicking on the Add parts from mBOM button as seen below. Alternatively, request parts one by one by clicking on the Add part button. Once you have requested the parts, set the deliver to location.

Kit Fulfillment

We recommend when in charge of fulfilling kits, that you have a screen for all inventory specialists that refreshes newly requested kits every minute to ensure kits are delivered in a timely manner.

To fulfill the kit, ION currently supports these two workflows:

Digital First Kits

In this method, you will digitally kit all of your inventory before physically kitting your inventory. The advantage of this method is that you can create a location pick list for your kit to help you understand where to source materials from in your warehouse.

  1. Open the kit and begin digitally kitting the inventory needed for the kit. Click the dropdown and select the lot number(s) or serial number(s) needed to fulfill the requested part.

    If you have multiple locations for inventory, pull up the inventory screen on another screen or tab to determine which location you want to kit the inventory from.

Name your locations so that when sorted alphabetically, it gives inventory teams an order to kit inventory in.

  1. Now that the inventory is physically kitted, set the current location of the kit to set all of the inventory in the kit to that location. Finally, follow the Inventory Movement Automations to ensure the inventory location reflects the delivered location after the kit has been delivered.

Physically First Kits

In this method, you will physically kit all of your inventory. The advantage of this method is that if you know where your inventory is, scanning the inventory into the kit is a more accurate and faster method.

  1. Open the kit, set the kit's current location, and print the kit barcode. Place this kit barcode on the tote or cart that you plan to use to deliver the inventory. We recommend bringing your iPad or tablet on the cart with you to ensure scanning works accordingly.

  2. Follow steps 2 and 3 above to printing the new kitted inventory barcodes and deliver the kit.

Once you have digitally fulfilled the kit, click the See all inventory from kit button and sort the by location. When bulk printing the barcodes, they will now print in an order that serves as your pick list. Ensure the location for the digitally kitted inventory to help the inventory specialist know where to go to kit the inventory needed.

Using a scanner connected to an iPad or tablet, you want to kit by scanning the inventory and then scanning the kit barcode.

inventory
barcodes have the
scan the inventory
request parts for the kit
Click the Add Part or the Add Parts from mBOM to request Parts
Select the inventory you want to digitally kit