Fulfill Kits

As a material handler, here is the guide to fulfilling a kit

As a material handler, the way you interact with a kit is different than those who need to request parts from the kit. As a result, the kitting interface changes dynamically based on the stage of the kit to make it more efficient for you to understand what to do next. You can always flip between the Request Parts and Fulfill Parts tab as needed, however.

Step 1: Access the Assigned Kit

• If you are a material handler, locate the kit assigned to you.

• Click on the kit to begin the fulfillment process.

Step 2: Verify the Auto Generated Pick List

• A pick list will be automatically generated for you. This is in the fulfill parts tab.

• This pick list includes:

  • Items that are already kitted by the requester.

  • Items are selected based on a first-in, first-out (FIFO) methodology that fulfills the remaining unfulfilled quantity of each requested part if available inventory exists based on the warehouse location selected.

    • The warehouse location automatically filters out the auto selected inventory to inventory that is available in the warehouse location to avoid the kit list from suggesting that you pick materials from other lineside locations or other facilities.

  • The quantity of the inventory that will be split from the original quantity if it will be split off during kitting (only applicable for FIFO selected parts).

  • The inventory (both already kitted and auto-selected) are sorted alphabetically by location for efficient picking.

  • Kitted items not in the selected warehouse location will show at the bottom of the list with a warning.

  • A 'Not at Location' badge for only kitted items that are not in the selected warehouse.

• If you need to, you can replace parts that have been auto-selected or kitted by selecting Replace

To avoid kitted parts that are not in the warehouse location from dropping off the automated kit list, we keep them in the list but label them as 'Not at Location'. See the image below for more details.

Step 3: Navigate the Factory

• Use the pick list to navigate through the factory.

We highly recommend organizing your locations in an alphabetical manner that allows you to neatly wind through your warehouse to get the goods you need!

Step 4: Begin Picking Items

• Start picking the inventory listed on your pick list by clicking the Kit button on each inventory that is not already kitted (i.e. FIFO). The kit button will only appear for auto-selected materials and once clicked will simply kit the inventory.

• As you start kitting once the kit status is Requested, the kit status will automatically change to 'in progress'.

• You can also replace items on the pick list with another inventory item. For already kitted items, this will remove it and replace it with the new selected inventory. For an auto-selected inventory item, this will kit the selected inventory and decrement the auto-selected inventory for that part in the pick list by the newly kitted inventory

Step 5: Complete the Picking Process

• Continue picking until all items on the list have been collected.

• Once everything is picked, the option to complete or deliver in the top right the kit will appear enabled.

• If there is a run associated with the kit, the top right button will show as 'delivered'.

• If there is no run, the top right button will show as 'complete'.

• Note the difference in inventory status:

  • Delivered: Inventory remains marked as kitted.

  • Completed: Inventory is marked as available.

  • In both scenarios, the inventory in the kit is moved to the delivery location.

Shortage Table

At the bottom of the pick list, you may occasionally see a shortage table, which will show any parts that do not have the requested part quantity fulfilled by kitted and auto-selected parts.

Staging Inventory

Occasionally, you will need to stage all of the inventory kitted and the kit itself at a particular location. To do that, you will need to click the stage inventory button in the kit actions menu, as shown below, and select a location. Once this is set, the kitted inventory will automatically move to that location, and the current location of the kit will show in the requested information section.

Link to Loom

Known Issues

• Scanning is currently not available, but is planned to be included.

• Clicking Kit on Autoselect inventory is kitting them, but it does not visually represent that change.

• Locations are currently sorted by ID and not by name.