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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. Setting it doesn’t move any parts; the kit’s location updates to the destination when the kit is delivered.
  4. Optional: set the Current location, where the kit’s parts physically are. Setting it moves the parts to that location.
  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 Current location in Request info at any status. An mBOM line marked Exclude from Kit is left out when a kit is built from an mBOM or from a run’s aBOM. For more information, see Manufacturing BOM.
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.

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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.
Kitting page showing the kit request queue on the left and a selected In Progress kit with Request info, Pick from location, the Lines and Pick list toggle, and kit line items

The Kitting page with an In Progress kit selected: the request queue, the kit's request info, and the Lines and Pick list views.

  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. Choose a Pick strategy:
    • FIFO (Oldest first by receipt date) preselects candidate inventory to cover the quantity, drawing on the same pick list Auto-FIFO uses so the two controls select the same physical units. Preselected rows carry a Pre-selected chip and float to the top of the list, and they stay put as you check and uncheck rows. When no inventory is pickable, nothing is preselected.
    • Manual (You choose row-by-row) preselects nothing and leaves the list in its default order.
    Switching between the two clears the selection. Toggling a single row changes only that row.
  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. See Auto-FIFO coverage.
  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.
Once picking has started, a Lines / Pick list toggle sits above the lines. Pick list 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. It shows whatever is picked so far, so you can switch to it at any point during picking. The lines toolbar carries the rest of the controls for working a long kit:
  • Sort defaults to % complete (low first), so unkitted lines rise to the top. Line #, Part # (A → Z), and Shortage (high first) are the other options.
  • Show filters the list to All or Open lines.
  • Expand all / Collapse all opens every line’s kitted inventory. It appears only once the kit is fully kitted, where it’s a review affordance rather than a picking control.
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.

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Auto-FIFO coverage

Auto-FIFO tells you how far it can get before you commit it. When available inventory covers every open line, the button reads Auto-FIFO and one click kits the whole kit. When some lines fall short, the button carries a count of the lines it can fully kit, such as Auto-FIFO (4/8), and clicking it opens a confirmation instead of kitting straight away. The confirmation lists each short line with its part number, how much of the line’s outstanding quantity will be kitted, and why it falls short: No available inventory when the line has none, or Only N of M available when there’s some but not enough. Setting Pick from location narrows what Auto-FIFO can draw on, and the reason says so. Click the confirm button to kit the lines it can and leave the rest short, or Cancel to change something first. Once the run finishes, a toast reports the result by line: how many were fully kitted, and how many still need inventory.
Auto-FIFO appears only while the kit is In Progress. It’s unavailable when there’s no inventory left for it to pick, and the tooltip says whether that applies everywhere or only in the location you’re picking from.

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What inventory can be picked

Candidates are inventory that is Available or On Order with quantity available. Anything else is listed with a Not pickable badge and can’t be checked. Inventory in WIP is not pickable, with one exception: depending on your settings, WIP inventory linked to a purchase order line through an outside-processing run step can be kitted, both in the picker and by scanning. For more information, see Allow kitting of WIP inventory for outside processing and Send a step to outside processing.

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See where a line’s inventory is

Each kit line carries an availability summary: the total available quantity and the first locations holding it, or No inventory available when there’s none. Click the summary to open the inventory breakdown, which groups the stock behind the line by status: Available by location, WIP · In Active Runs by run, On Order by purchase order, and Kitted by kit. The breakdown covers the line’s part and any substitutes it can draw on, and it opens in every kit status, so on-order and WIP stock stays visible after the kit leaves Draft. While the kit is in Draft, a line also offers View inventory, a read-only viewer for its lots, locations, and quantities.

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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.

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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.

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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, set Current location in Request info on the Kitting page; the kit’s parts move to that location. Delivering the kit moves the inventory to its Destination.

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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.

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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.

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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.