Modifying Kit Items

Overview

This document will cover how to modify/adjust kits, managing kits, selling and purchasing kits.

Stock Adjustments

Sometimes when picking or assembling a kit your Inventory may be off resulting in a stock adjustment to either make a child item available or not available resulting in a change in the availability. The sections below will cover how to handle both scenarios.

Full Kit is not Available

• Convert an order with a Kit that shows available and is allocated.

• When viewing the Pick Ticket/Shipper choose the item that needs to be adjusted and on the Status tab right-click on Allocated.

  

• Select View Warehouse Log

• Here is where you will make a stock adjustment to the qty on hand by selecting Edit under Current Location Values.

  

• After you made the stock adjustment, choose a reason for the adjustment and select Save, then close the Warehouse Inventory Log

  

• Next in the Pick Ticket/Shipper select the ‘Post’ button and choose Unrelease.

  

• Say Yes to Unrelease the Shipper

  

• The Pick Ticket/Shipper is now canceled.

  

• Select the ‘Open Order’ button and you will now see that the Shipper has been canceled and there is nothing allocated for this order.

  

• Refresh the order, Save, and Close. This Kit will now be on Back Order until all the items are available.

Full Kit is Available

Order Level

• While in an order a customer orders a kit and it is currently shown not available, but you know you have all the components available.

• Before converting the order on the line details right-click and select Kit - to view Kit Details.

  

• The Kit Details screen will appear allowing you to view all the child item details that make up this kit. From this screen, you can view and or adjust the items.

  

• In this scenario, we want to select Stock Adjustment.

• Make your stock adjustment, and select a reason for the adjustment and save.

• Next select Accept on the Kit Details screen.

  

• Now you will need to hit Refresh to update the line details of the order.

• The Kit item is now available and will be allocated for this order once you convert.

  

Warehouse Level

In the scenario, you found inventory in the warehouse that you believe has not been accounted for you will need to do a stock adjustment at the warehouse level.

This adjustment will be done at the child level.

• Go to Inventory > Inventory Manager > Item Manager and look for the child item number.

• In the Item Manager screen, select the Warehouse tab

  

• Under the Inventory Control section, select “Stock Adjust”

• Make your adjustment, reason and select Save, and close the Item Manager

• Next, go to Inventory > Warehouse Manager > Process BackOrders

  

• In the Process Back Orders screen, select Search

• If there is any availability to fulfill a kit for orders it will appear in the listing separately from normal order fulfillment.

  

• From here select all orders, or a specific order and select ok. Once you’ve selected OK - a Pick Ticket will automatically print that order(s).

Partial Shipments

In the scenario, a customer orders more than one of the same kit and they are not all available you can partially ship the order if they prefer not to wait until everything is available.

In the example below I have ordered qty 4 of the same kit.

• As you can see only 2 of the 4 kits have been allocated.

• In the Pick Ticket/Shipper the quantities in the allocated column will only show what is available to process, i.e. the quantities for only the 2 kits, not all 4.

  

• To partial ship, just either select Pick All and Ship All items under the ‘Fill All Items’ button or enter the quantity manually in the Qty Picked, and Qty Shipped columns.

  

• Then follow your normal shipping procedure.

• The other 2 kits will be on backorder and the 2 available kits can be shipped and invoice accordingly.

• Once the rest of the material has been received the orders will appear on the Process Back Orders list. From there select to process the back order and a PT will automatically ship.

  

Allocating Stock to Specific Orders

In the event, you don’t want to create a hard-linked PO on an order for any items, here are a couple of ways you can specify what items get allocated to specific orders.

Critical Purchasing “Soft Links”

If you need to place a PO that includes stock replenishment and specific order fulfillments you can create a PO within Critical Purchasing. When the PO is created from here, it creates a “Soft Link” for that specific order(s), and when processing backorders let the warehouse know that the stock is for that order.

• In Critical Purchasing, you can filter by Stock Replenishment and Order Fulfillment.

  

• From here you can select the specific order(s) you want to fulfill in addition to placing a replenishment order.

• Once the PO has been converted it will create a Soft Link to the order. To view the Soft Link. Open the order, and select the Links, Soft Links tab.

  

• Now once the PO is received and when the Process Back Orders is run, this order will appear to be fulfilled before any other orders.

Standalone PO

In the scenario, a standalone PO is placed and no Hard/Soft links have been created for a specific order you have the ability to select which backorders get process before others.

• When the PO has been fully received, the user will select Process Back Orders from the Warehouse Manager menu.

  

• Once on the Process Back Orders screen select Search

• All orders that can be fulfilled based on what was received will appear.

  

• From this screen, you can pick and choose what orders you wish to fulfill by selecting or deselecting the order number. Once you’ve chosen the specific order you want to process select OK and a PT will automatically print and go through the normal shipping process. All the other orders will continue to be on backorder.