Managing kitting policies

Kitting is the process of taking materials (components or ingredients) and assembling or producing a new item.

If you have multiple kit specifications for each item master, you can create kitting policies to determines the default kit specification to use for each item on a kit order. (You can always change the specification on the kit order itself.)

If more than one kitting policy could apply for a kit order, the kitting policy is chosen in the following way:

First, choose the policy that applies to the Owner.
Then, if there is no policy that applies to the kit order Owner, choose the policy that applies to the Vendor.
Then, if there is no policy that applies to the kit order Vendor, choose the policy that applies to the Broker.
Then, if there is no policy that applies to the kit order Broker, choose the policy that applies to the Customer.
Finally, if there is no policy that applies to the kit order Customer, choose the policy that applies to the Warehouse.
Always choose the more specific policy. For example, if a kit order has a Warehouse and an Owner specified, and there is one kitting policy available for the Owner, and a second kitting policy is available for the Warehouse and the particular Owner, then the second policy is applied.

You can create, edit, and delete kit policies under Kitting Manager>Kitting Policies.

In This Section

Creating kitting policies

Viewing and changing kitting policies

Deleting kitting policies