Create and fulfill kits - ION Manual

Create a kit

  1. In ION, go to the Kits page.
  2. Click Create Kit. ION creates the kit in Draft and opens it on the Kitting page.
  3. In Request info, set the Destination, where the parts go once the kit is delivered. A destination is required before picking can start.
  4. Optional: set the Staging location, where the parts sit while the kit is picked.
  5. Add the parts you need with Add Part to Kit. Its menu also offers Add Multiple Parts to Kit, Add All from mBOM, and Import Parts from CSV. Set each line’s quantity inline.
  6. Click Submit Request to hand the kit to the inventory team. A kit needs at least one part before it can be requested.

Parts can be added, edited, or removed only while the kit is in Draft. To remove parts, select their lines and click Remove from Kit. After the kit leaves Draft, its parts and quantities lock and its custom attributes become read-only. You can still change the Destination and Staging location in Request info at any status.

When there isn’t enough inventory to fulfill the kit, ION shows a shortage alert. While the kit is in Draft, you can select the short lines and click Split Kit to move them into a new Draft kit, so the rest of the kit can proceed.

Fulfill a kit

The Kitting page pairs the kit request queue with the selected kit’s details. Filter the queue with Open, My kits, or All, or open a kit directly from the Kits page by clicking its kit number.

  1. Click Start Picking. The kit must have a Destination first; if it’s missing, clicking the button takes you to the field.
  2. Optional: set Pick from location to limit manual picks and Auto-FIFO to one location and its sub-locations. Lines you can fulfill there float to the top; check Only available here to hide the rest.
  3. For each line, click Kit. Set the quantity, pick the lots or serials to use in Pick from inventory, and click Add to pending. Each candidate shows its part number, revision, status, description, and purchase order, which matters when a line lists substitute parts. The FIFO and FEFO pick strategies preselect candidate inventory to cover the quantity; Manual leaves the selection to you.
  4. Pending picks collect in a bar at the bottom of the pane. Click Finalize pick · create pick session to commit them, or Discard to drop them.
  5. To fill every open line with the oldest inventory first instead, click Auto-FIFO in the lines toolbar, which kits immediately with no pending step.
  6. When every line is fully kitted, click Deliver. The button reads Complete for a kit that isn’t tied to a run, and stays disabled until the kit is 100% kitted.

Fully kitting every line also unlocks the Pick list toggle next to Lines. It groups the kitted rows by their location, ordered alphabetically, so a picker can walk the warehouse in order, check rows off, and deliver from the same view. Both views export to CSV. On Lines, click Export to download the kit list with each line’s required, kitted, and short quantities. If you select lines first, only those export; otherwise all listed lines do, in the current sort order. On Pick list, click Export to download the walk sheet, ordered by location then part number.

Un-kit inventory

To return kitted inventory to where it came from, expand a line’s kitted rows with the chevron, then remove a single row or click Remove all. Replace removes a row and reopens the picking form so you can pick different inventory. To delete whole lines, select them and click Remove from Kit; any inventory kitted to them is un-kitted back to its source location.

Batch fulfill several kits

To fulfill several kits at once, select them on the Kits page and click Batch Fulfill. The table shows a row per part and a column per kit. Click a kit’s fulfillment cell, pick the inventory to use, and confirm with Apply Selection.

Track a kit’s inventory

The Current Location column on the Kits page shows where a kit’s inventory sits. To move all of the kit’s inventory to one location, use Stage Inventory in the kit’s More actions (⋯) menu on the Kitting page; it sets the kit’s staging location and moves the kitted inventory there. Delivering the kit moves the inventory to its Destination.

Comment on a kit line item

Comments let you discuss a specific line with your team.

  1. On the line, open its comments to display the Comments panel.
  2. In the Add a note for this line item… field, type your comment. You can format the text and @-mention a user to notify them directly.
  3. Post the comment.

To reply to a comment, use its reply control. To close a thread, resolve it; a resolved comment can be reopened later.

Add labels to a kit

Labels are shared tags you apply across ION to group related records. For creating and deleting labels in the shared library, see Labels. To add a label, click Labels (or Add labels when the kit has none), then type in the Search or create labels… box and select it. To remove one, click the X on the label.

Attach files to a kit

Attach files such as images, PDFs, and STEP/STP files, up to 100 MB each.

  1. On the kit, find the Attachments section.
  2. Add a file by dragging it onto the upload area, clicking to browse, or taking a photo on a device with a camera.

To remove a file, click its delete control and confirm.

When a file is attached through a file-type custom attribute, the delete dialog offers Remove from attribute (keeps the file but detaches it) and Delete permanently.