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Kitting & Assembly
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Kitting & Assembly · Available now

Build kits against controlled components and customer demand.

A dealer order can create demand for a finished kit. The team defines the kit as a stock item, records a versioned bill of materials and routing, and plans a kit build with a positive output quantity and scheduled dates.

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OverviewKit definitions
Kitting & Assembly · BOMs

Kit definitions

BOMs in one list

New bom
BOMs in view
6
Total output base quantity
1,460
BOM codeOutput productOutput base quantityVersionStarts atEnds at
BOM-CABLE-2M-V2Bracket fastener set, M822024025 Oct02 Nov
BOM-SENSOR-C-V1Portable inspection kit, standard4042021 Oct23 Oct
BOM-SEAL-M-V3Control panel starter kit, 24 V40043024 Oct28 Oct
BOM-M8-SET-V1Sensor mount, compact51075030 Oct01 Nov
BOM-VALVE-40-V2Hose adapter pack, 20 mm24084029 Oct03 Nov
6 of 6 records
BOM-CABLE-2M-V2BOMs · BMS-35452
Output productBracket fastener set, M8
Output base quantity220
Version240
Starts at25 Oct
Ends at02 Nov
Approve releaseBMS-35452 · BOM-CABLE-2M-V2

Warehouse Manager decides whether the kit build can be released.

Waiting for Warehouse Manager
ApproveReturn
Example screen with sample data
Tables, ready to use
97
Saved views
14
Roles with set permissions
10
Reports and dashboards
8
Features

Follow the kit from demand to delivery

Every feature works on the same records. Pick one to see the screen your team works in.

Kit definitions

Set the output product, component basis and assembly instructions that each released build will use.

  • Product identity
  • Component recipe
  • Work instructions
  • Stock items
  • BOMs
  • BOM lines
  • Production routings
  • Routing operations
  • Product units
Explore kit definitions
OverviewKit definitions
Kitting & Assembly · Kit definitions

Kit definitions

BOMs

New
BOM codeOutput productOutput base quantityVersionStarts atEnds at
BOM-CABLE-2M-V2Bracket fastener set, M822024025 Oct02 Nov
BOM-SENSOR-C-V1Portable inspection kit, standard4042021 Oct23 Oct
BOM-SEAL-M-V3Control panel starter kit, 24 V40043024 Oct28 Oct
BOM-M8-SET-V1Sensor mount, compact51075030 Oct01 Nov
BOM-VALVE-40-V2Hose adapter pack, 20 mm24084029 Oct03 Nov
6 of 6 records
BOM-CABLE-2M-V2BOMs · BMS-35452
Output productBracket fastener set, M8
Output base quantity220
Version240
Starts at25 Oct
Ends at02 Nov
Example screen with sample data
Process

A clear path through every build

Build and fulfill a kit ships ready to use. 2 steps need a named approval before the work moves on: Approve release (Warehouse Manager) and Accept output (Warehouse Manager).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Define kit

    Set the finished item, component bill and route.

    BOM-CABLE-2M-V2BMS-35452 · Warehouse Manager
    Define kitBy Warehouse Manager

  2. Plan build

    Choose quantity, dates, warehouse and order demand.

    BOM-CABLE-2M-V2BMS-35452 · Warehouse Manager
    Plan buildBy Warehouse Manager

  3. Approve release

    Warehouse Manager checks the frozen work basis.

    BOM-CABLE-2M-V2BMS-35452 · Warehouse Manager
    Approve releaseBy Warehouse Manager
    ApprovalWarehouse Manager decides whether the kit build can be released.

  4. Issue components

    Claim and issue actual component stock.

    BOM-CABLE-2M-V2BMS-35452 · Warehouse Operator
    Issue componentsBy Warehouse Operator

  5. Record assembly

    Capture good units, scrap and labour by operation.

    BOM-CABLE-2M-V2BMS-35452 · Warehouse Operator
    Record assemblyBy Warehouse Operator

  6. Accept output

    Review finished quantity and cost before stock posting.

    BOM-CABLE-2M-V2BMS-35452 · Warehouse Manager
    Accept outputBy Warehouse Manager
    ApprovalWarehouse Manager reviews finished output; Finance Manager reviews a variance when required.

Start with Plan and release a kit build

Inside a record

Connect the systems around the handoff

Open any bom to see its kit builds, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Output product, Output base quantity, Version and Starts at.

  2. 2
    Kit builds

    Each line is linked to this bom.

  3. 3
    Who works on it

    Warehouse Manager, each with their own permissions.

  4. 4
    Process stages

    Define kit and Plan build, with the role that acts.

  5. 5
    Approvals

    Approve release and Accept output, with who decides.

Kit definitionsBOM-CABLE-2M-V2
Kitting & Assembly · BOMs

BOM-CABLE-2M-V2

Bracket fastener set, M8

Log activity
1
Record details
Output productBracket fastener set, M8
Output base quantity220
Version240
Starts at25 Oct
2
Kit builds

BOM-CABLE-2M-V2

Work order numberStatusPlanned start
KB-72578Released26 Oct
KB-81820In progress17 Oct
KB-86527Partially completed17 Oct
Kit builds
6
Total planned quantity
3,040
3

Who works on it

  • Warehouse ManagerManage delivery routes, inventory counts, Locations, stock…
4

Process stages

  • Define kitWarehouse Manager
  • Plan buildWarehouse Manager
5

Approvals

  • Approve releaseWarehouse Manager
    Approved
  • Accept outputWarehouse Manager
    Waiting
Example screen with sample data
Approvals

Put each release in the right hands

The preparer records a work order, receipt or invoice; the named reviewer decides its release when approval is required.

OverviewApprovals
Kitting & Assembly · Overview

Approvals

Signed in as Warehouse Manager

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • GR-17590Seal packs from Larchmere Elastics
    Salem bonded warehouseRequested by Tobias Wren
    Pending review3dActions
  • GR-32681Wire harnesses from Brindle Circuits
    Portland component depotRequested by Owen Farouk
    Pending review2dActions
  • GR-14211Seal packs from Larchmere Elastics
    Portland component depotRequested by Rina Mercer
    Pending review2dActions
  • GR-37419Valve bodies from Harrowline Parts
    Spokane overflow siteRequested by Tobias Wren
    Pending review4dActions

Who approves what

DecisionApprover
Approve releaseWarehouse Manager checks the frozen work basis.Warehouse Manager
Accept outputReview finished quantity and cost before stock posting.Warehouse Manager
2 approval rules · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Kitting & Assembly to the work that is theirs. Pick a role to see what it starts with.

Accountant

Prepares local bills, invoices, journals, reconciliations and guarded settlement allocations.

  • Manage bank statement lines, bill lines, bill matches, Bills, cash receipts, close tasks, finance corrections, invoice lines, Invoices, payment runs, Payments, Refunds, revaluation lines, revaluation runs
  • View cash applications, credit applications, journal entries, payment allocations

Roles and permissions

Reports

See what each build used and produced

Read component, production, stock and fulfillment results from the same recorded work.

Overview
Kitting & Assembly · Overview

Kitting & Assembly dashboard

This quarter

Kit builds in view
6
Total planned quantity
3,040
Released
2
In progress
2

BOMs by status

How far records got this quarter

StageReachedStep
Draft30
Active1860%
Superseded1056%

Output base quantity by status

Sample totals per stage

7.0k0
3.0kDraft
7.0kActive
4.0kSuperseded
Example screen with sample data
  1. 01Kit build variance

    Compare planned quantity, completed output and variance for each build.

  2. 02Component issue balance

    Show required, issued, returned and consumed quantities by build and component.

  3. 03Operation throughput

    Compare good and scrap quantities and labour hours by build operation.

  4. 04Completion value

    Compare actual work in process allocated, standard output value and variance for posted completions.

  5. 05Open component reservations

    Show reserved quantities and expiry by work order material and stock position.

  6. 06Available kit stock

    Show output product quantities by storage location, custody state and available quantity.

  7. 07Dealer order fulfillment

    Compare accepted order line quantity with shipped and returned quantities.

  8. 08Shipment outcomes

    Compare dispatched, delivered and title-transferred quantities by shipment line.

All reports and dashboards

Who it's for

Fits the way your packs are made

See how Kitting & Assembly fits your kind of team.

Distribution kits

Assemble stocked components into sellable kits for dealer orders.

Promotional packs

Manage time-bound pack assembly with versioned recipes and visible component shortages.

Repacking operations

Convert stocked inputs into a new sellable pack with controlled work and cost evidence.

Controls

Keep stock and decisions traceable

Each stage of build and fulfill a kit names the role that acts and the status it records, so a change is never anonymous.

OverviewBuild and fulfill a kit
Kitting & Assembly · Process

Build and fulfill a kit

Each stage, the role that acts and the status it records

Process stages
10
Approval steps
2
Roles involved
4
Tables touched
16
Plan build
Warehouse Manager
StatusDraft → pending approval
RecordsStorage locations, Standard costs, Kit builds
Approve releaseApproval
Warehouse Manager
StatusPending approval → Released
RecordsReview decisions
Record assembly
Warehouse Operator
StatusDraft → Submitted
RecordsWork order operations, Production entries
Build and fulfill a kit
  1. Start
    Plan buildDraft → pending approval
    Storage locations
  2. Approval
    Approve releasePending approval → Released
    Review decisions
  3. Step
    Record assemblyDraft → Submitted
    Work order operations
  4. Step
    Review operation evidenceSubmitted → Accepted
    Production entries
  5. Approval
    Accept outputPending approval → Approved
    Production completions
Example screen with sample data

See each stage in detail

AI agent

Ask Proto about the next kit decision

Use Proto to prepare records and explain the next decision in the kit cycle.

It can

  • Warehouse Manager: Show kit builds awaiting release with their bill, route, standard and component claim context.
  • Warehouse Operator: Find assigned operations and explain which quantities and times to record on a production entry.
  • Purchasing Manager: Compare open component requirements with accepted receipts and purchase order lines.
  • Finance Manager: Explain a completion's actual work in process, standard output value and variance before the close decision.

Stays with a person

  • People still make the release, acceptance and financial decisions.
  • The assistant can prepare the case and show linked records, but a manager should check the actual quantity and evidence before approving a work order or completion.
  • A bank or carrier outcome also needs the external evidence appropriate to that connection.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Kitting & Assembly
  • Carrier service
  • Bank statement source
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 97 tables
97tables
  • Kit definitions9
  • Build planning9
  • Component supply11
  • Assembly execution6
  • Completion and costing9
  • Fulfillment12
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Confirm the operating scope

    Choose the organization, warehouse, finished kit, dealer order and people who will prepare and review each record.

  2. Load the controlled basis

    Set units, stock items, bill, route, standard cost and locations. Check the component quantities against a physical example.

  3. Rehearse supply and build

    Release the work order, receive a partial supplier quantity, reserve accepted stock, record operation evidence and post a partial completion.

  4. Rehearse the handoff

    Pick finished stock, dispatch a bounded shipment and record a delivery outcome that includes an exception.

  5. Reconcile and expand

    Compare stock, work in process, order balance and financial entries before adding more kits or warehouses.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Kitting & Assembly.

All questions
How do I get started?

Click Get started, then use Proto to configure Kitting & Assembly for your business. Begin with one kit, its bill and route, a warehouse, one dealer order and a small build through shipment.

Can a kit have a changed component recipe?

Yes. Bills have versions and effective dates. A released build keeps its selected bill and routing basis; use a reviewed version for later work.

How do we know whether components are actually available?

Inventory positions distinguish on-hand, reserved and available quantity by item and location. Receipt acceptance separates usable stock from an arrival still under review.

Can we make part of a planned build?

Yes. Production entries record actual work and completions can record accepted output for a portion of the build. The remaining scope and variance stay visible.

What happens to unused components?

Work order materials retain required, issued, returned and consumed quantities. A return records the unused quantity with its stock movement history.

Who releases a build?

Warehouse Manager reviews the work order's output product, bill, route, standard, quantity and evidence. The release decision is retained separately from the draft.

Does an operation entry create finished stock?

A reviewed completion posts accepted terminal output to stock. Operation entries remain the evidence of work, good quantity, scrap and labour.

Can we trace a kit back to a dealer order?

A build can link to an order line. Shipment lines also point to order lines and the claimed finished stock, preserving the fulfillment path.

How are delivery exceptions recorded?

A delivery attempt records the visit. Its results allocate accepted, refused, failed or damaged quantities to shipment lines for follow-up.

How do we explain a build cost variance?

Work order cost entries retain material, labour, overhead and completion relief. The completion compares allocated actual work in process with standard output value and records the variance.

Set up Kitting & Assembly your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

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