Kit-to-Stock products consist of multiple parts, referred to as Components in Logiwa. However, unlike Kit-to-Order items, Kit-to-Stock products physically exist and are assembled and stored in inventory, ready for immediate shipment upon order placement. This guide will walk you through the process of using work orders to create kit-to-stock products for your fulfillment center.
Prerequisites
To create a work order for a kit-to-stock product, you must:
Create a Kit-to-Stock product.
Create Work Order Types under Data Setup.
Create a Job Type for Work Orders.
Once you have these set up in the system, you can proceed.
Unsupported Features and Important Notes
Please consider the following when creating and using work orders:
Serial number tracking is not currently available during the creation and disassembly of kits.
Wave rules are not available with work orders at this time.
Reporting missing and damaged products during work order picking is not available at this time.
Creation of kits is only possible when using unit pack types for component products.
It is not possible to use work orders to create a kit using other kit products as components.
Each work order can only contain one unique kit product.
Each work order must be finalized individually.
For non-backflush work orders, allocation and picking is required. Backflush orders will not require allocation and picking.
Work Orders Screen
Now that you have work order types and job types for work orders, you can create work orders for kit-to-stock products.
To begin, navigate to the Work Orders screen.
If you have trouble finding the screen, please use the Search Option on the menu bar.
Select Create Work Order from the top right corner of the screen.
Select the Kitting option from the Operation Type sidebar.
General
In the general tab, fill in and select the required parameters. Each parameter is described below.
Field | Description |
Warehouse* | Select the location where the work order tasks and assembly process will take place. Required. |
Client* | Select the client for whom the work order is being executed. Required. |
Work Order Code* | Enter a unique identifier for your work order. Required. |
Work Order Type* | Select the preset Work Order Type created in under Data Setup. Required. |
Extra Note | Add additional information or instruction for reference regarding the work order tasks or requirements. |
Build For | Select the purpose of this work order. To create kit-to-stock products, the selection should be Stock.
Currently, this field is only used for search purposes, and the SO function is not available. |
Enter the necessary information, and click Next to proceed.
Kit
You will now select the kit-to-stock product that will be created.
This product must already exist as a kit in the system. Learn more about creating kits here.
To select the kit, use the Search and Add Component bar to find the kit you wish to create.
After selecting it, you will be able to view the components in the kit.
You can also click the Edit icon to edit a limited amount of information about the components.
Information that you cannot edit here will be grayed out. If you need to make changes, adjust the available fields and click Save to record your changes.
The available fields can be used to allocate stock with a specific inventory attribute or allocate from a specific location or LP.
Click Next to proceed.
Advanced
In this section, you'll add any additional information needed for the work order. The information here is not required, but can help improve information tracking in the warehouse if filled in.
The fields here are explain below the screenshot.
Field | Description |
Kitting Instructions | Enter any additional instructions that are necessary during picking or assembly. |
Planned Start Date | Select the time indicating when the work order tasks are expected to commence. |
Planned Finish Date | Select the time indicating when the work order tasks are expected to complete. |
Actual Start Date | The actual time the work order tasks were started. Cannot be updated during initial creation. |
Actual Finish Date | The actual time the work order tasks were completed. Cannot be updated during initial creation. |
Document | Click the Plus (+) icon or drag and drop any documents that are needed for the kitting process, such as instruction documents. |
Enter the necessary information and click Next to proceed.
Other Info
The Other Info tab allows you to add custom fields. This section is optional.
You can create up to 10 custom fields. You're currently allowed 5 free text fields, 3 toggles, and 2 date pickers.
Click Add/Edit Custom Field to begin. The Create Custom Field menu will open.
Field | Description |
Custom Field Type* | Select from a list of options to make your custom field. Required field. |
Custom Field Name* | Name displayed for your custom field. Required field. |
Keep it Mandatory | Enable to make this field mandatory. |
Return from API | Enable to have this custom field return data from the API. |
Is Active | Set to Yes by default. Toggle off to make the custom field inactive. |
Once you've filled in the required information, click Add to Form to complete your custom field creation or click Add More Custom Fields to continue working.
Added everything you need? You can now click Save to complete your work order.
Fulfilling the Work Order
After creating the work order, the job for the work order and picking tasks will be generated. Users will need to utilize the mobile app to view the picking jobs, select the relevant job, and pick the required components using the typical picking process.
Once picking is finalized, the picking tasks will be marked completed and kitting tasks will be created. To fulfill the kitting tasks, utilize the web version of Logiwa once again and follow the below process:
Select the the individual work order.
Work orders cannot be multi-selected.
Click Create Kit to finalize kit creation in the system.
The Create Kit sidebar will open. Enter the Source Location/LP* (required) to continue.
If you enter a location, the system will check the inventory in that location, including every LP in that location. If you enter an LP code, it will only check the LP.
Click Next to continue to the Information section.
You can now either view or enter additional information.
Please note that fields you cannot edit will be grayed out. Each parameter is defined below.
Field | Description |
Kit Qty | The amount of the kit produced. Can be adjusted (if available) |
Target Location/LP | The location or LP where the produced kit will be stored. |
Lot Number | The lot number for the kit, if applicable. |
Expiry Date | The expiration date for the soonest-expiring product in the kit. |
Production Date | The production date for the oldest product in the kit. |
Actual Start Date Time | The date and time at which the kit assembly process began. |
Actual Finish Date Time | The date and time at which the kit assembly process ended. |
Enter the necessary information, then click Next to continue.
In the Summary section, you'll view a summary of the process and gain access to a Print icon to print the newly created Barcode for this product.
Clicking this icon will take you to the print options, which allows you to add to the print quantity, preview, download, or print the kit summary. You can also click the X icon to leave this menu.
Additionally, the summary page will show the summary of the Kitting Process and the Inventory Transactions that occurred.
Please note that the Current Qty field includes all inventory, regardless of status. The Qty Change field indicates the change within the system in comparison to all inventory.
Once you've reviewed the summary and taken any necessary actions click Save to finalize the kit.
If created successfully, you will receive a confirmation message.
Disassembling a Kit
Disassembling a kit can be directly initiated on the Work Order screen. Creating work orders is not necessary for the disassemble kit process. You will be able to click the Disassemble Kit at any time.
This will open the Disassemble Kit sidebar. You can now enter the necessary information to locate the kit to be disassembled. Each field is explained below.
Field | Description |
Warehouse* | Select the location where the work order tasks and assembly process will take place. Required. |
Client* | Select the client for whom the work order is being executed. Required. |
Source Location/LP* | Required. Search and select the source location or LP of the kit. |
Target Location/LP* | Required. Search and select the location to store component inventory. |
Kit* | Search and select the kit you wish to disassemble. |
Expiry Date | The expiration date for the soonest-expiring product in the kit. |
Production Date | The production date for the oldest product in the kit. |
Lot Number | The lot number for the kit. |
After selecting the kit, you adjust the total number of kits you wish to disassemble using the arrows to the right of the kit name.
Click Next to continue to the Summary section. This will show the kit available in the source location.
You can also adjust the quantity you wish to disassemble on this page using the Kit Qty section.
The Inventory Transaction Summary will update if you adjust the quantity to show you the quantity change.
Click the 3-Dot menu to assign inventory attributes such as expiry date tracking, production date tracking and lot/batch number tracking to the kit components if inventory attributes are enabled for components.
Serial number tracking is currently not available for disassembled kit-to-stock products.
Click the Print Product Barcode button to create labels for the disassembled part components.
Completing the disassemble kit process executes inventory transactions, where kit-to-stock product quantity is reduced at the source location/LP and component product quantities are increased at the target location/LP.
Inventory changes can be tracked on the Transaction History Report.
New records will be created on the Receiving History Report for the created component product inventory.
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