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Kitting overview

A kit is a set of individual products sold together as a single package. You create it as a Bill of Materials (BOM) product with the Assemble on Pick option enabled, so the kit is assembled during the picking process.

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Setting up a BOM product for kitting

1

Create a BOM product

Create your product as a Bill of Materials (BOM) product. In the Flag section, set these options:
  • Assemble on Pick: Tick this to assemble the kit when picking.
  • New Product?: Tick if it is new; untick if existing.
  • Stop?: Tick to stop sales; untick to reactivate.
  • Obsolete?: Tick if the product is no longer in use.
Click Save.
2

Create a sales order for the kit

Create a sales order as usual, adding your BOM product to the order.
3

View available stock

In the Available Stock column, click the dropdown to view kit details:
  • From Stock: Shows how many complete kits are ready.
  • Individual Items: Lists all parts of the BOM and their stock levels.
4

Save and process picks

Click Save, then on the main sales order screen, select your order and click Save and Process Picks.
All kit components must be available to complete the order. Every item must be picked for dispatch.

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Picking a kit order using an RF scanner

1

Log in to the RF scanner

From the main menu, select Find Next Pick Task.
2

Select Pick by Order

Choose Pick by Order, enter the Order Number, and click Next.
3

Select the order and review pick tasks

Select the order you want to pick, review the details, and click Next.
4

Scan product and confirm quantity

Scan the Location From, then the Storage Unit From, followed by the Product Code. Enter the Quantity and press Enter.
5

Complete the task

The system confirms the task is successfully completed.
What happens if some kit items are out of stock?All items must be in stock to fulfil the order. If any item is unavailable, the order cannot be completed.How do I view individual items in a kit during a sales order?In the Available Stock column, click the dropdown to see a detailed breakdown of all individual items and their current stock levels.