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Creating kit orders in batch: kit to order

Just as you can create a kit order in SmartTurn, and select the items to produce yourself, you can also create a batch of kit orders, with the items to produce automatically selected from among your unfulfilled sales orders. This "kit to order" functionality allows you to assemble items only when you need to ship them.

To create kit orders in batch, based on open sales orders:

  1. Select Kitting Manager>Kit to Order. A list of sales orders displays in the Search Results tab.
  2. Under the Search Results tab, use the options to find the sales orders you want to create kit orders for. Fill in SO #, Ship to customer, Owner, Carrier, Status, External #, Date created, Due date, and/or Priority. Select Search.

    This process is similar to filtering a list. However, you can filter by several fields at the same time.

    Important: Your sales orders must be dispatched (with Status of In Progress) in order to have kit orders created from them. This is because the Ordered Qty for each sales order item must be no longer editable at the time you choose to create the kit orders.

  3. The Search Results tab displays the results of your search. Check the checkbox next to each sales order that you want to create kit orders for, and select Add item buttonAdd to Action to add that sales order to the Action tab.
    • You can search several times, using different filtering options, and continue using the Add item buttonAdd to Action toolbar button to add sales orders to the Action tab.
  4. When you have added all the sales orders that you want, select the Action tab. Here you can see the list of all the sales orders that you have added.
    • If you need to remove any sales orders, check the checkbox next to that sales order and select Delete iconRemove.
  5. To create kit orders for all of the sales orders listed in the Action tab, select Create Kit Orders from the bottom of the page.

    Important: Your sales orders must be dispatched (with Status of In Progress) in order to have kit orders created from them. This is because the Ordered Qty on the sales order must be no longer editable at the time you choose to create the kit orders.

  6. For each sales order, SmartTurn combines the sales order line items based on Item #. If the Item # has a kit specification, SmartTurn creates one kit order, with that Item # added to the Items to Produce table, and the Desired Qty set to the sum of all of the Pending Qtys from the sales order lines.

    For example, your Action tab might have three sales orders. Each sales order has a line for Item # BB-12, with a Pending Qty of 2 ea. SmartTurn creates one kit order, with BB-12 as the Item to Produce, and a Desired Qty of 6 ea. If one of the sales orders also has a line item for Item # T18-S, with a Pending Qty of 5 pk, SmartTurn creates a second kit order, with T18-S as the Item to Produce, and a Desired Qty of 5 pk. (This example assumes that you have already created kit specifications for both BB-12 and T18-S. If you have not, no kit orders are created.)

    Important: Note that SmartTurn does not consider your inventory on hand during the kit to order process. If you already have enough inventory on hand to fulfill your sales order, this process will create a kit order anyway. (If you discover later that the kit order is not needed, you can cancel it.)

  7. A confirmation screen appears with information about the kit orders created. You can view the kit orders under Kitting Manager>Kit Orders and continue processing them from that list view.

See Also

Kit orders

Creating a kit order: kit to stock

Viewing a kit order

Copying a kit order

Editing a kit order

Planning a kit order

Validating a kit order

Unplanning a kit order

Closing a kit order

Cancelling a kit order

Kit order field descriptions

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