How Do I Create a Kit?

How Do I Create a Kit?

Kitting Process with Clarus WMS

This guide explains how to manage product kits, from initial setup to sales order processing and picking, ensuring efficient handling within Clarus WMS using an RF scanner. This covers setting up a Bill of Materials product, creating sales orders, and using an RF scanner for picking.


Step-by-Step Guide

1. Create a Bill of Materials (BOM) Product

Create your product as a Bill of Materials (BOM) product as you normally would. In the Flag Section, set these options:

  • New Product?: Tick if it's new; untick if existing.
  • Stop?: Tick to stop sales; untick to reactivate.
  • Obsolete?: Tick if the product is no longer in use.
  • Assemble on Pick: Tick this to assemble the kit when picking.

Click Save once done.

2. Create a Sales Order for the Kit

Create a sales order as usual, making sure to add your BOM product to the order.

3. View Available Stock

In the Available Stock column, you'll see the product listed as a BOM product. Click the dropdown to view the kit details:

  • From Stock: Shows how many complete kits are ready.
  • Individual Items: Lists all parts of the BOM and their stock levels.

4. Save and Process Picks

After adding items, click Save. Go to the main sales order screen, select your order, and click Save and Process Picks.

WarningWARNING: All kit components must be available to complete the order. All items must be picked for dispatch.

5. Picking and Processing the Kit Order Using an RF Scanner

a. Log In to the RF Scanner

From the main menu on the RF scanner, select Find Next Pick Task.

b. Select Pick by Order

Choose Pick by Order. Enter the Order Number and click Next.

c. Select the Order and Pick Tasks

Select the order you want to pick. Review the pick task details and click Next.

d. Scan Product and Confirm Quantity

Check the screen details and scan the Location From. Then scan the Storage Unit From, followed by the Product Code. Enter the Quantity, and press Enter.

e. Task Completion

The system will confirm the task is successfully completed.


FAQs

What is a kit?

A kit is a set of individual products sold together as a single package, set up as a Bill of Materials (BOM) product.

Can I assemble the kit during the picking process?

Yes, if the Assemble on Pick option is enabled, the kit will be put together during the picking process.

What happens if some kit items are out of stock?

All items must be in stock to fulfil the order. If any item is out of stock, the order cannot be completed.

How do I view individual items in a kit during a sales order?

In the Available Stock column, you can see a detailed breakdown of all the individual items that make up the kit, along with their current stock levels.

How do I complete the pick using an RF scanner?

Log in to the RF scanner, locate the pick task, scan the items, and confirm the quantity to complete the task.


    • Related Articles

    • How do you create sequences?

      Understanding and Creating Sequences This guide explains what sequences are in Clarus WMS and how to create them. Sequences are vital for consistent naming across storage units, consolidated pick merges, and product codes, helping to keep your ...

    • How do you create a site?

      Creating a Site in Clarus WMS This guide explains how to set up a new site in Clarus WMS. Sites are key to organising your warehouses and locations, offering a central area for managing multiple warehouses. Step-by-Step Guide 1. Understand Sites, ...

    • How do you create a trailer?

      Managing Trailers This guide explains how to manage trailers within Clarus WMS, covering everything from accessing the management section to adding new trailers and assigning them to goods. Streamline your logistics by effectively using this feature. ...

    • How Do I Create an Invoice?

      Creating an Invoice in Clarus WMS This guide explains how to create an invoice from scratch in Clarus WMS. You can manually create invoices without using charge cards, following these straightforward steps to complete your invoice. Step-by-Step Guide ...

    • How do I create a location?

      How to Create a Location in Clarus WMS This guide explains how to set up new locations within Clarus WMS. You will learn how to access the locations menu, input the necessary details, and understand the different location types available for various ...