1. Kitting & Assembly
  2. Process
  3. Plan and release a kit build
Process · Plan and release a kit build

Plan and release a kit build

A planned build is a commitment to make a particular output quantity using selected component and operation versions. Review the product, bill, route and cost standard together before anyone issues material.

Step by step

  1. Define kit Warehouse Manager

    Warehouse Manager confirms the active output product, bill, component basis and routing for the planned work.

    • Establish the output and versioned input basis
    • Updates Stock items, BO ms, BOM lines, Production routings
  2. Plan build Warehouse Manager

    Warehouse Manager sets the output quantity, planned dates, destination warehouse and optional dealer order line.

    • Record planned quantity, dates and demand link
    • Updates Kit builds, Sales order lines, Standard costs
  3. Approve release Warehouse Manager

    Warehouse Manager checks the frozen basis and positive quantity, then records the release decision.

    • Move the work order to Released with a frozen snapshot
    • Updates Kit builds, Review decisions, Document revisions
    ApprovalA person approves before the work moves on.
  4. Assign operations Warehouse Manager

    Warehouse Manager gives each planned operation an owner and dates within the work order plan.

    • Set assigned work and planned timing
    • Updates Work order operations, Routing operations
  5. Reserve components Warehouse Manager

    Warehouse Manager claims eligible stock by position and work order material.

    • Claim eligible component quantity
    • Updates Work order materials, Stock reservations, Inventory positions
Warehouse Manager
Owns the plan and release decision.
Sales Representative
Supplies the dealer demand context.
Purchasing Manager
Follows missing components.
Finance Manager
Reviews the standard cost basis.

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

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