## 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](https://docs.firstresonance.io/administration/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**.