How it works
A warehouse-native flow that connects maintenance demand to execution with scan-driven controls.
It all starts with planning our work orders
Maintenance planners and technicians add the items they know they will need to the maintenance job forecast. The items that are forecasted will be recognized by the Kittix Work Order Kitting logic as the items that need to be assembled into a kit for the upcoming job. We have added a new field called Work order job kit status that keeps the maintenance team up to speed with the warehouse operations in relation to the kit they need for the maintenance job.
Warehouse setup controls when kit assembly work is created
Each warehouse defines exactly when work order kit assembly is triggered. Kittix supports three flexible methods: by lifecycle state, by scheduled start date, or manually.
If Automatic kit creation by lifecycle state change is enabled and a lifecycle state is selected, warehouse work is automatically created to assemble the work order kit when the work order enters that state. The system generates work for the items and quantities listed on the work order forecast—no manual intervention required.
Alternatively, if Automatic kit creation by scheduled start date is enabled, warehouse work is created once the maintenance job is scheduled and its scheduled start date falls within the defined Create kit days in advance window.
Finally, warehouses can allow users to manually create kit work at any time. This option is especially useful for same-day or emergency maintenance jobs that require immediate preparation.
Warehouse work is created using native Warehouse Management logic
When a work order qualifies for kit assembly, Kittix leverages standard Warehouse Management functionality to generate warehouse work. The system automatically determines the correct work template and location directives, ensuring items are picked in the correct unit of measure, from the correct locations, and in the exact quantities defined on the work order forecast.
Each warehouse work transaction is directly tied back to the originating work order and maintenance job. The Order number and Target license plate are automatically set to a concatenation of the work order number and maintenance job number—creating a unique, traceable work order kit number.
This eliminates ambiguity. Every pick, movement, and staged kit is clearly associated with the exact maintenance job it supports—bringing structure, visibility, and accountability to the warehouse execution process.
Warehouse work is executed using the Warehouse Management mobile app
Kittix extends standard functionality in Dynamics 365 Supply Chain Management by introducing new mobile menu options that allow warehouse users to assemble work order kits using system-directed logic or by selecting a specific kit from a list.
Regardless of the method chosen, the Warehouse Management mobile app guides workers step-by-step through the warehouse—directing them to the correct locations to pick the required items and quantities for each kit. Once picked, workers are instructed to place the items into the designated Work Order Kit pickup staging location.
At staging, items are placed into a license plate that is uniquely tied to the work order and maintenance job. This license plate becomes the work order kit number, ensuring complete traceability from forecast to execution.
A work order kit label is automatically printed and applied to the container holding the parts. If a kit spans multiple containers—or if a container is not used—the Reprint Label option allows additional labels to be generated so all kit components are clearly identified.
As kits are partially or fully assembled, the work order job kit status updates automatically on the work order. This provides real-time visibility to the maintenance team, so they know exactly when parts are ready for pickup.
Why this flow works
Point-of-work capture
Scanning at the moment of execution eliminates “we’ll fix it later” inventory drift.
Warehouse reality
Built for how WHS/WMS teams operate—locations, LPs, staging, validation.
Audit-ready
Traceability across staging → issue → return improves controls and reduces variance.