From NewHaven Software Wiki

Contents 1 Overview 2 Setup 3 Instructions 3.1 Selecting kits to build 3.2 Creating a batch of kits to be built 3.3 Build and Confirm Kits 4 Reporting

Overview

Kit Builder is a free feature added in CMS version 9.0.5 that allows you to easily build kits - which is the automation of removing stock from components and receiving a completed kit into the inventory of your kit product. An overview of this feature is available in the 9.0.5 Release Notes. This article will explain how to use Kit Builder.

Setup

Kit Builder requires no configuration or settings. All options are in the Kit Builder window and are remembered/defaulted for the next time you use Kit Builder

Instructions

Selecting kits to build

1) Selection - The top grid shows all kits that have their own stock and thus those that you may want to build. The grid displays kits, not components, and can be filtered by warehouse with the above combo. You can also filter the list of kits to only include those that include one more more selected components (also in a combo above the grid.) Finally, you can use the checkbox to filter the kit list to show only those that have fallen below their reorder point (if one was set in the products' setup.)

Creating a batch of kits to be built

2) Create a Batch - You can select one or more kits from the grid to add to the current or new batch (bottom grid). This selection is done either by double-clicking a row in the top grid or clicking the >>> button. If no batch has been created yet, you will be prompted that CMS is creating one for you. These batch names default to the username+date:time but can be changed if desired. These batch names are referenced in lot adjustments for components and lots received for kits so there is a paper trail of all inventory changes resulting from kit builder. Batch history is retained and any batch, complete or not, can be retrieved, viewed, and its batch report printed.

Build and Confirm Kits

3)Build Kits - Kits can be built in one step or two.

1. Two Steps - Useful when you want to create a work order for the warehouse to build requested kits. Steps listed assume you have added the desired kit(s) to the bottom grid.
   1. In the bottom grid, set the Amt to Build representing the amount you want to build for each kit.
   2. Click the Reserve Stock button to remove stock from components
   3. Click Print Batch to print out the work order for the warehouse, telling them what to pick from where and how many to build. Spaces provided for comments if expected quantity is not found.
   4. Alter the Amt to Build qty if you were not able to build the quantity in the report and then click Apply. CMS will return stock to components if appropriate. Clicking Reserve Stock can be done multiple times and should be done if the amount to build has been increased or if other kits are added to the batch.
      1. Click Confirm Kits to receive stock into the kit product (process is now complete) Note: The completed batch is still displayed for reference but only in this session. A new one should be created if needed in this session otherwise next time you bring up Kit Builder no batch will be displayed.
2. One Step - Click the "Build in one step" checkbox - This removes stock from components and receives it into the completed kit in a single step. The Print Batch is still an option if a report is desired.

Reporting

In addition to the Batch report printed directly from Kit Builder for a specific batch, activity from Kit Builder can also be seen in the following reports:

• Lots Received - Kits that have received stock as a result of Kit Builder will have a vendor's lot # corresponding to the Batch ID used when building the kit.
• Inventory Adjustments - For all products/components whose inventory was reduced for the building of kits, CMS will note that the adjustment was due to Kit Builder and display the corresponding Batch ID.