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Kit orders
A kit order is a work order to assemble kits. A kit is a product made of other products, its components (see Kits). The kit order reserves and picks the components, and the Build step turns them into finished kits in stock. Use kit orders to build kits ahead of demand, for example gift boxes before a busy season.
Flow
| Step | Order state | Item states | How |
|---|---|---|---|
| 1. Create | concept | – | Form or import. |
| 2. Confirm | confirming → pending | pending (one item per component unit) | Confirm. Each kit line is split into its components. |
| 3. Allocate | processing | allocated / backordered | Automatic or Allocate. Components are allocated at the destination location. |
| 4. Pick | processing | picking → picked | Pick lists, as for sales orders. |
| 5. Build | processing → completed | built | Build at the destination location. |
The order is completed once every component unit that is not cancelled has been built into a kit. Kit orders are not packed or shipped.
Creating a kit order
Go to Orders, open the menu and choose New kit order.
| Field | Description |
|---|---|
| Customer reference number | Your reference; unique among kit orders that are not cancelled. |
| Other reference number | Free reference. |
| Destination location | Required. The location where the kits are built and stored. |
| Lines: Product and Quantity | Only kit products can be chosen ("is not kitting product"). The quantity is the number of kits to build. |
On confirmation every line gets one item per component unit. A line for 10 gift boxes, each made of 1 mug and 2 bags of coffee, gets 10 mug items and 20 coffee items. The order list and order page count complete kits: the counters show how many kits' worth of components are in each state.
Allocation
Kit orders allocate their components at the destination location only, from bins with purpose picking or bulk. Allocation works in whole kits: Boxture works out how many complete kits can be made from the available components and allocates exactly the components for that many kits. Components for kits that cannot be completed stay pending or are backordered. The usual rules apply for choosing the inventory (open containers first, earliest expiry, oldest stock); components that have expired are not used. See Allocation.
Building kits
The Build button (and the Build row action in the order list) appears when the order is processing and enough components have been picked for at least one kit. You must be working in the order's destination location; otherwise Boxture tells you to switch location. Building requires the Admin, Warehouse associate or Kitter role.
- Open the kit order and click Build.
- For each batch of kits, fill in:
- Bin location: a bin with purpose kitting. Defaults to the location's kitting bin (see Warehousing › Kitting bin location name).
- Either a Packing material, to put the kits in a new container, or an existing Container in a kitting bin. Not both.
- Product: the kit product.
- Quantity: the number of kits (default 1). It cannot exceed what the picked components allow.
- Click Build.
For each kit built, Boxture:
- retires the picked component inventory, and retires containers that are empty as a result,
- sets the component items to built,
- creates the kit as new, available inventory in the chosen container and bin, with status new,
- carries over the serial number and lot of the components, and gives the kit the earliest expiry date of its expiring components,
- completes the line when all its components are built, and the order when everything is built.
The new kits are shown on the order page in the Built items tab. Kitting activity is reported in the Kitting transactions report.
The kits start out in the kitting bin. Move them to their storage bin when needed (see Moving inventory).
Cancelling
You can cancel kits that have not been built yet. Choose the kit product and the number of kits; Boxture cancels the matching component units and releases any allocated components. Built kits cannot be cancelled. See Cancelling.
Kit orders and Kit to order
Kits › Kit to order decides whether a sales order may split a kit into components when no ready-made kits are in stock. Kit orders always work with components, whatever this setting says.
Importing kit orders
Use Orders › Import › Kit order. Columns: Record ID, Destination location (name), Customer reference number, Other reference number, Line Nr, Product, Quantity and Event. See Creating and importing orders.