Requesting versus fulfilling
A kit has two sides that different people work. The requester defines what the kit needs and where it goes. The inventory team fulfills it by assigning specific lots and serials to each requested part. Fulfillment can pull the oldest inventory first across the whole kit, and you do not have to fully fulfill every part before delivering. See Create and fulfill kits. A kit tracks two locations. The Staging Location is where parts sit while the kit is picked. The Delivery Location is where they end up once the kit is delivered.Statuses
A kit moves through the statuses below to coordinate the requester and the inventory team. You can move from any status to any status. Each status drives what happens to the kitted inventory.| Status | What it’s for |
|---|---|
| Draft | The default for a new kit. The requester fills in the parts needed and sets the kit’s Delivery Location. |
| Requested | The requester has finished defining the kit. Inventory teams filter for requested kits to action, and the kit can be assigned to a team member to fulfill. |
| In Progress | The kit is being fulfilled. Kitted inventory takes the Kitted status. |
| Delivered | The kit has been delivered. All inventory in it moves to the kit’s Delivery Location automatically. See Automate inventory movement. |
| Completed | Returns a kit, or part of it, to the warehouse. Inventory that wasn’t installed is marked available. To move that inventory to one location in a single action, use Stage Inventory. |
| Canceled | The kit is no longer needed. |