Kits allow users to group tools and consumables together, functioning similarly to individual tools. They can be transferred, picked on a Pick Ticket, and counted on a Count Ticket. Kit items remain associated regardless of their actual assignments, enabling flexibility in inventory management. Users can transfer kit contents separately while still maintaining their link to the kit, allowing for temporary loans or reassignment while tracking their association.
Creating a Kit
From the Navigator side bar, select Inventory.
Click on Item Browser.
Select Category(ies) or All Tools under Tools & Equipment to display tools.
Select Tool(s) that want to be added to the Kit
To add selected tools to a Kit, use the Action Menu and select "Add to Kit", or Right-click on any selected tool and choose "Add to Kit".
Select or type in Description information as appropriate for your new Kit.
Enter the Category. (Categories are created at Administration > Settings > Categories).
Enter a Bar Code.
Add an OPTIONAL note.
Populate the Kit (Choose one or more methods):
Click Add Tool Record or Add Material Record to select items from the Item Browser, then click OK.
Manually enter Tool or Material Item Numbers, then press Enter.
Scan or enter a Bar Code for each item to be added.
Click Save.
This Kit will be represented with a K under the Type column in the Item Browser.