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Kitting
Table of Contents
Most often, a kit groups inventory needed for one or more work order tasks and prepares it for delivery to an execution location.
Most kits begin from work order tasks because procedures define part requirements at the step level. Factorial also supports manual kits for inventory requests that are not tied to planned step requirements.
Creating a kit
Create a kit from the kitting controls on a work order or task. See kitting part requirements for the work order workflow.
To create a kit for several tasks, select them from a collection view, such as a queue, then use the bulk kitting action. A kit may also include manually added line items or manual adjustments.
Every kit has one destination location. If selected tasks have different destinations, the user must decide which location to deliver the kit to.
The Kits page lists kits and displays each kit's status, destination, and owner.
Kit line items
Factorial creates kit line items from selected part requirements, or they can be created manually. Requirements with the same acceptable substitutes can be fulfilled from the same line item. Requirements with different substitute sets remain separate so that selecting inventory for one requirement does not silently change another.
Each line item displays the required quantity and the inventory eligible to fulfill it. A kit manager may select an approved substitute when the part requirement allows one.
Fulfilling a kit
Selecting source locations
Source locations define where a kit manager intends to pull inventory. Set the source scope before selecting inventory so that Factorial can prioritize material that is practical to retrieve.
This scope is important for organizations with multiple stockrooms, buildings, or plants. Inventory outside the selected locations remains outside the default fulfillment search. A user can save a default source scope in personalization settings.
Your current factory context also limits the source locations and inventory available for fulfillment. See Factories and Locations for details about factory scope.
Using the kit cart
Select a line item to view eligible inventory, then add the inventory intended for the pull to the kit cart. Adding inventory reserves it for the planned kit pull.
NOTE
Putting an inventory in your kit cart does not affect any hold on that inventory. It technically remains available until actually kitted.
Within the cart, selected inventory are grouped by source location for ease of access. Kit managers can work through each location and scan the selected inventory as it is physically pulled.
Guess my cart
Guess my cart proposes inventory for the kit from the selected source locations. It considers the kit requirements, acceptable substitutes, and available inventory, then populates the cart with a suggested selection.
Review the proposed inventory before beginning the physical pull. The kit manager remains responsible for confirming that the selection is appropriate.
Handling quantity differences
An available inventory line may contain more material than a kit line item requires. When the scanned quantity is too large, Factorial opens a dialog for splitting the inventory into the required quantity and the remainder.
The dialog supports printing barcodes for the resulting inventory lines so that both quantities remain identifiable and traceable. See Splitting inventory for the underlying inventory behavior.
Delivery
When every line item has been fulfilled, the kit automatically moves to Ready for delivery. Deliver it to the destination location shown on the kit.
The destination should already be physically tagged so that the fulfillment team can place the kit at the correct workstation or staging area. Upon delivery, mark the kit status as Delivered.