Request Parts
Create a Kit to Request Parts to be delivered to a Location
This guide outlines the steps for production teams, planners, technicians, and manufacturing engineers to request parts from inventory via a kit, ensuring efficient and accurate part delivery.
Step 1: Start the Kit Request
Begin by accessing the kit request system and hitting Request Parts in the top right.
Step 2: Fill Out Kit Details
Assign the request to yourself if you need more time to fill out the details of the kit.
Specify the delivery location (e.g., line site location).
Include any additional information, such as Due Date / Priority.
Attachments can be uploaded in the attachments section below.
The submit request button in the top right is not enabled until the delivery location is populated and all request parts have enough available and kitted inventory to fulfill them. This status can be manually overridden by clicking the status button.
If you do not have enough inventory, see Request Parts for our suggestion.
Step 3: Request Parts
Scroll down to the 'Parts' section.
Choose to request a single part at a time or add multiple parts quickly by hitting the dropdown arrow and selection "Add Multiple Parts to Kit"
When selecting "Add Multiple Parts to Kit", select an assembly and mBOM to see all of the mBOM parts and their respective part-level attributes.
Review the original mBOM quantity, select/filter for which parts you want to add, and request additional spares as needed.
If necessary, only select the parts that will be added to the kit.
Step 4: Review Inventory Information
Check the total available quantity in the warehouse you specify. By updating the warehouse location field, ION will only show available inventory in that warehouse parent location. Later, this will also influence the FIFO recommendations.
Based on the delivery location, ION will suggest which warehouse location the inventory team will pick from. You can choose to accept this recommendation or select another one.
We strongly encourage you to set up one warehouse location per building or top-level location. This will allow ION to accurately suggest which warehouse will be used for picking, given that the delivery location is in that building or top-level location. See below for the suggested Warehouse given Doug's Desk is a workcenter within the First Resonance HQ and that Andres Warehouse is the only warehouse in the HQ.
Verify the quantity already delivered to the line site.
Note the quantity on order and the earliest ETA for that inventory.
The available inventory quantity takes into account inventory availability for:
Other revisions, if part interchangeability is enabled
mBOM substitutes if this came from an mBOM
After you have kitted any inventory, the remaining requested quantity will be fulfilled by auto-selected inventory. The autoselected inventory logic is below.
The auto-selected FIFO inventory will be chosen based on the received or creation date of the inventory. FIFO treats the following inventory equally in its calculation:
Other revisions, if part interchangeability is enabled
mBOM substitutes if this came from an mBOM
Step 5: Split Kit if Needed
If no inventory is available or is still being delivered, we strongly recommend holding the kit request until inventory arrives or splitting the kit as needed to get a partial delivery. This provides clarity for the material handlers as they no longer need to guess or understand which parts they need to pick.
In this workflow, the requester is in charge of ensuring there is enough available inventory to fulfill the kit to provide the clarity needed for the material handlers.
In the future, we will add metrics for the average completion time of a Kit; it is paramount that partial kits get split off and held in the Draft status for that metric not to be diluted by kits where only a subset of the parts got delivered.
If creating a partial kit, split off parts that are not ready for delivery. You can only split off parts that have no inventory already kitted to them, as we believe this decision should be made before kitting the parts. This will split the entire line(s) into the new kit, and all of the details of the original kit will be copied.
Step 6: Pre-Allocate Parts (if necessary)
Override automatic selections or add kitted inventory by clicking "Select Inventory".
The 'Select Inventory' modal will show all inventory that will be kitted as green at the top of the list. This is inclusive of newly selected inventory and previously kitted inventory. This can be used to remove existing kitted inventory by deselecting the inventory.
Step 7: Submit the Kit Request
Submit the completed kit request in the top right of the page.
Optionally, assign the request to a material handler for processing.
Copt Kit
Copying a kit will copy all of the requested information, the parts, and their requested quantities to a new kit. We recommend using this when needing to be more granular for how much inventory to get delivered for each line.
Cautionary Notes
Ensure that all required fields are filled out accurately to avoid delays in processing.
Do not submit a kit request if there is no available inventory unless you are creating a partial kit.
Tips for Efficiency
Regularly check inventory levels to anticipate part shortages.
Familiarize yourself with the mBOM system to streamline part selection.
Communicate with the inventory team to clarify any uncertainties regarding part availability.
Link to Loom
Current Known Issues
We are actively solving for Part Interchangeability within the Kitting workflow.
Lead time needs to be updated to reflect days, hours, instead of seconds.
Custom attributes on the multiple add parts to kit button is not loading in.
The warehouse location button is not correctly setting the available inventory
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