Purpose: The purpose of this document is to provide clear instructions on how to create Production Kits in TWMS.

Definition: In TWMS, kitting is defined as taking unique inventory items and combining them into a singular kit item with a specific SKU.

Example: A Holiday Gift Box that contains a canister of hot chocolate, a pack of peppermint candy canes and a box of dark chocolates.


Procedure:

Creating a Kit Configuration

  1. Enter the “Production Kitting” section under the “Inventory” tab.

  2. Next, a kitting configuration is required to create kit items. Enter the “Kit Config” tab and click the green “Add Kit” button. Graphical user interface, text, application, email 
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  3. Once clicking the “Add Kit” button, a pop-up window will prompt the user to input the kit SKU and the number of kits for this kit configuration. The user can also see the cost of the kit. See Figure 1.3.1 for a screenshot of the pop-up window.

    1. CAUTION: The quantity is not how many kits the user wants or how many of that item go into one kit. It is the number of kits that will be created every time that kit configuration is selected to create kits. Unless the user is reverse kitting, the quantity is usually kept at one.

    2. NOTE: If the Kit SKU has not been added to the SKU Data insert google sheet, it will not appear as an option in the “Kit SKU” row. The Kit SKU will be the Master SKU that contains all the kitted components


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  1. After selecting a kit SKU, the user is able to name the kit, add what items are contained in the kit, and how many each item is contained in one kit. All the user needs to do is click the “Add New Row” button to a new item. 

  2. NOTE: The short description or UPC of the items is used to find and input the item into the kit configuration.


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Creating Kit Orders

  1. After creating a kit configuration, the user goes back to the “Production Orders” tab in the “Production Kits” screen and clicks the green “Create Order” button to create an order for a kit.Graphical user interface, text, application, email 
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  1. Once the user clicks “Create Order”, a new screen will appear called “Production Order – New” and from there the user can select which warehouse they want the kits built at, the number of kits they want built and they can select from a drop down which kit configuration they want to build. In addition to this, the user can add a “complete by” date, any notes or description for the warehouse and any file or photo attachments for the kit order. 

    1. CAUTION: When creating a kit order, if the quantity is large, the warehouse may require the user to give advanced notice.

    2. CAUTION: If the kit requires a specific box, include the box as an item in the kit and add an instruction to the “Production Notes” section so the warehouse knows. Same goes for any special inserts.

    3. NOTE: The user must add a “complete by” date to finish creating the order. Also, the user may specify what virtual warehouse the items are coming from and which virtual warehouse the kits go to. This is optional.Graphical user interface, application 
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  1. After creating the order, the user will be taken back to the initial “Production Kits” screen on the “Production Orders” tab and the new order will appear. 

    1. NOTE: TWMS does give the user the ability to assign priority to kit orders, if necessary. Simply select the yellow “Edit Priority” button and change the order priority.

  2. From there, the warehouse is able to enter the “Production Kits” screen on “Production Orders” tab and click on the kit order’s order ID and begin building the kits. Once the warehouse has picked all the product and the kitting is finished, all that remains is for the warehouse to select a bin to place the kits in and click “Session Complete”. See Figure 2.4.1 for an example screenshot of the build screen.

    1. NOTE: The initial build screen asks for how many kits the warehouse is going to produce at that time and the warehouse does not have to build all of the kits at one time.

    2. CAUTION: When building the kits, errors may appear if any of the following conditions are met:

      1. The items to build the kits do not have a bin or available quantity at the selected warehouse.

      2. The kits do not have a bin assigned in the warehouse to put them once built.

    3. NOTE: If the kits are being placed in a new bin, the option to print a bin label for the new bin is available. Graphical user interface, website 
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