Kitting and Inventory Fulfilment

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 request parts for the kit 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.

Click the Add Part or the Add Parts from mBOM to request Parts

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.

   

   Select the inventory you want to digitally kit

   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.

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

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

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