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- Kitting & Assembly
- 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
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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
-
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
-
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. -
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
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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
Who does what
Roles and permissions- 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.
Set up Kitting & Assembly your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.