Kitting / Kit Items

The Kitting System allows you to handle “kits” or groups of items that are sold or bundled together as one unit.  Kits consist of multiple parts which are separate inventory items but which are sold under a common “kit” part number.  Examples of Kit items might include a table and chairs,  television and audio system components, or computer components (monitor, pc, keyboard) that have been bundled together for sales purposes.

Kit items are handled in a unique manner by the inventory control system.  Kits are allocated based on the total number of whole kits that can be shipped out.  When a sales order is entered into the system for the Kitted part (the top level kit item), the system will reserve the components for the kit based on the total quantity of the kit part that is being ordered.  The system will then allocate the component items (the actual items that are included in the kit) to the order line only when ALL components are available for the item to be shipped.  In other words, it will allocate based on the number of whole kits that can be shipped out to the customer.

The kitting option allows you flexibility when handling scarce components.  If a specific component part can be used to build the top level item, and the other components are available, the system automatically allocates the kit components so that they can be shipped to the customer that is waiting for the kit.  If all components of the kit are not available, the kit components are reserved, but they are not allocated to the order, so that the components can be sold individually or in other kits. 

      Kit items do not require actual assembly in the Shop Floor System.  The component items that make up the kit are shipped together, but the kit does  not require significant build or configuration labor to put together. 

      The top level or kit item does not actually exist as a unique part, and the kit item is used mainly to speed up data entry and to describe the actual components that are represented by the kit.  The order entry operator can enter one sales order line for the kit item, and the system automatically reserves and allocates the correct number of multiple components required for the kit. 

      Kit items are “kitted” or built “on the fly” during the picking and invoicing process.   Items which require longer lead times and actual assembly work should be handled using shop orders, not kits.

      Kit items should have an on hand quantity of zero since they are built on the fly and then immediately deducted from stock by the Invoicing/Order Completion process.

      Kit items are handled in a unique manner by the inventory control system.  Kits are allocated based on the total number of whole kits that can be shipped out.  A top level kit item can have an allocated quantity even if there is no on hand quantity  for the item (the component quantities are what matter since the top item doesn’t exist).

      Top level kit items may not be serialized (they don’t actually exist by themselves), but the system supports recording and tracking any serialized components that are included in the kit.  Kit component serial numbers are recorded during the Order Picking process.


Kit Top Level and Component Item Setup

Kit Bill of Materials Setup

Kit - Processing Overview