Kitting is a method of grouping things that are frequently purchased together. As a result, when a sales order is created, simply the kit item is input, and the associated components are added to the order automatically.

Automate the ordinary, act on the exceptional

Assemble products to optimize production & smooth business operations
Improve efficiency by well-organized warehouse & boost checkout process

Better inventory control resolving quality & shortages issues

What’s included in our base offering:

Sales Order kitting Bundles

On the sales order lines, a new field Kit is added When a kit is added to the sales line the field is default set to ‘yes’. In that case, the kit is exploded and the kit components are added to the sales order. The sales line status of the kit line is set to “Cancelled”. When this kit parameter is unchecked, the components lines are deleted and the sales line status of the kit line is set to “Open order”.

Kit Price Calculation

ATP calculation is done for every kit component. So, for every kit component, the requested delivery date is calculated, using standard ATP logic. The latest delivery date of the components is set as the delivery dates for the kit and all kit components. This way, the kit and belonging components will have the same delivery dates.

Manual check for stock availability for kit components

The menu option Report as finished is added to the sales line. With this option, the stock availability of the kit components can be checked. When the form is opened from the sales order line the dimensions of this line are taken to calculate the stock availability.

Return Orders

Supports two methods:

The kit modules will be returned and can be received by creating a sales return order.

The customer returns an assembled kit item, so the individual modules cannot be returned anymore. Within this scenario, the kit item itself is returned. After inspection or repair, this kit item can be sold again to the customer, by switching off the parameter ‘kit item’ to No on the regular sales order line.

Forecasting and Intercompany

Forecasting for kit items is also possible by using forecasting allocation keys. To facilitate the creation of those allocation keys, functionality is introduced whereby the BOM can be copied to an allocation key. For this purpose a button is added to the BoM form: Create allocation key. Dynamics Kitting is also workable in an intercompany situation.

Kitting

by HSO