Sales kitting with Warehouse Management Colby Gallagher Manufacturing

Sales kitting with Warehouse Management Colby Gallagher Manufacturing Systems Consultant Agility Business Solutions

• • • Define kitting Expectation setting Review kitting examples Execute kitting scenarios in D 365 Key takeaways Q&A

What is kitting? • Selling separate, but related, finished goods as one unit • Kits can be: • • Simple pricing scenarios Physically pre-assembled to parent level Picked directly to order at component level Some combination of above

Kitting in D 365 / 2012 R 3 • No silver bullet, many considerations • There will be trade-offs • Blend of process and system Goal of this session is awareness of your options!

Kitting scenarios • See included Excel document with scenarios • Overview of solutions and tips / tricks

Kit examples

• Kit or pricing scenario • Any kit scenario, 1 -5 • Retail mix & match discounts • Process concerns • Item numbers on documents • Material availability

• Kit scenario 3 or 5 • Substitution is OK for some components • Must have all ingredients • Process concerns • • Item numbers on documents Packing station functionality is limited Manual input of picking locate (retail kits) Timing of batch order creation

• Kit scenario 1, 4 with 100% fulfillment • 100% component availability is required • Component items need to show on forms • Process concerns • • Item numbers on documents Fulfillment rate / material availability Hazardous materials Visibility in the warehouse

• Kit scenario 1 – BOM item exploded onto sales order lines • Exploded. HDMIKit – Contains 2 HDMI cables totaling 18 ft • Parent item is exploded onto SO lines, then regular warehouse management processes

• BOM item on sales order line • BOMHDMIKit – Contains 2 HDMI cables totaling 18 ft • Parent item is entered to sales order line and production order is automatically created

• Formula item w/ plan group & priority for substitution • HDMIKit – Contains 2 HDMI cables totaling 18 ft • If the 12 ft cable A 0002 is unavailable, substitute 2 x 6 ft cables, A 0001

• Service item with supplementary items • Service. HDMIKit – A 0001 and A 0002 are supplementary items

• Retail kit & substitution items • Retail. HDMIKit – A 0001 and A 0002, 2 A 0001 can be substituted for A 0002

• • • No one best approach Know your trade offs Process is as important as system Today was about exploring options Idea for changes: