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Kitting transactions
The Kitting transactions report shows what happened to inventory when kits were built with kit orders: which components were consumed and how many kits were produced. Use it to account for component usage, to see who built what and when, and to reconcile component stock.
Open it from the sidebar: Reporting › Kitting transactions.
Background
A kit order turns components into a kit product: the component units are taken from stock and new units of the kit are created. See Kit orders for the process and Kits for how kits and their components are set up.
What is included
The report covers kit orders of the account you are working in and its sub-accounts. Each kit order produces two kinds of rows, shown in the Transaction type column:
| Transaction type | Meaning |
|---|---|
| Product Consumption | Component units that were used up to build the kit. One row per component product per order line, with the number of units consumed. |
| Built Item | Kit units that were produced. One row per kit product per order line, with the number of kits built. |
Only units that were actually built are included; a kit order that has not been built yet does not appear. The report is refreshed every four hours; see How report data is updated.
Columns
| Column | Meaning |
|---|---|
| Account | The account of the kit order. Shown only when your account has sub-accounts. |
| Transacted at | When the kit order was built. |
| Created at | When the kit order was created. |
| Order number | The kit order's number. Click it to open the order. |
| Customer reference number | The customer reference on the kit order. |
| Other reference number | The other reference on the kit order. |
| Created by | The user who confirmed the kit order. |
| Built by | The user who built the kits. |
| Transaction type | Product Consumption for consumed components, Built Item for produced kits. |
| Product number | The component or kit product number. Click it to open the product. |
| Product description | The product's name. |
| Quantity | The number of units consumed or built. |
Filters
Every column can be filtered with the operators for its type (see Filters). There are no value lists in this report; type the value. Useful filters:
- Transaction type is
Built Item, to see only production: how many kits were made. - Transaction type is
Product Consumption, to see only component usage. - Transacted at between two dates, for a period's kitting activity.
- Built by is a user, for the output of one person or team.
- Product number is a component, to see how many units of that component went into kits.
Sorting and search
The report is sorted by Transacted at, newest first. Search looks in all columns, including the reference numbers and user names.
Exporting
Use the export button to download the report as CSV. See Exporting.
Typical use
- Kitting invoice or production overview: filter Transaction type is
Built Itemand Transacted at for the month, export, and total the Quantity per product. - Component reconciliation: filter Transaction type is
Product Consumptionand a Product number, to explain why a component's stock went down. - Checking a single kit order: search for the order number to see exactly which components it consumed and how many kits it produced.
- Productivity: filter on Built by and a date range.
Who can see it
Admins, Warehouse associates, Account owners, Shopify account owners and users with the Reporting role. See Who can see reports.