Content

Kit Lot List Page

Columns

Buttons

Kit Lot Maintenance Page

Amounts

Notes

Inventory

Kits

Kit Items

 
 

 

 

Overview

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Kit lot inventory is managed by LabVantage. Within the Kit Lot, the Kits and their inventory can be tracked individually for Complete or Bulk Supplies Kits, or together for Bulk Kit Item or Intermediate Kits. This is because Complete and Bulk Supplies Kits are potentially individually shipped to collection sites and such tracking allows the location and inventory of the Kits to be managed by LabVantage. Conversely, for Bulk Kit Item and Intermediate Kits it is only necessary to manage the inventory of the Kits and not their location.


Kit Lot List Page

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Columns

 
Column Description
Kit Lot Identifier of the Kit Lot.
Description Description of the Kit Lot.
Kit Type Kit Type on which the Kit Lot is based.
Kit Class Kit Class defined by the Kit Type.
Expiry Date Date when the Kit Lot expires.
Status Status of the Kit Lot (see Kit Status).
Available Number of Kits remaining available in the Kit Lot (Kits with a "Valid" status). The hyperlink opens the Kit List page to access the individual Kits in the Kit Lot.

Buttons

 
Button Description
Receive Bulk Supplies Opens the Kit Lot Maintenance page to receive a new Kit Lot.
Generate Kits Open the Kit Lot Maintenance page to create a new Kit Lot.
Expire Changes the status of the selected Kit Lot to "Expired" (see Kit Status). Expired Kit Lot are only accessible from the Historical Kit Lots List page.
Edit Opens the Kit Lot Maintenance page for editing the Kit Lot.
Print Labels Prints the labels for the Kit Lot as specified by the Label Method defined in the Kit Type. Will print all the labels necessary for the Kit Lot - see Kit Type Labels.
Create Shipment Creates a Package for shipment of all the Kits in the Kit Lot. Only available if none of the Kits have been previously shipped, i.e Kit Count = Available Kits.

Kit Lot Maintenance Page

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Kit Lots can be purchased from a Vendor or assembled using individual components (Kit Items). Different fields are displayed in the maintenance form depending on whether the Kit Lot is received or generated (described below).

Field Description
Kit Lot AutoKey-generated identifier of the Kit Lot.
Status Status of the Kit Lot (see Kit Status).
Kit Type Identifier of the Kit Type upon which this Kit Lot is based. You must choose one when creating a new Kit Lot. After saving, the other fields are automatically populated with information from this Kit Type.
Kit Type Version Version of the Kit Type.
Description Text description. Initially set to the Description from the selected Kit Type.
Kit Class Kit Class inherited from the Kit Type.
Amount to Generate Quantity of the Kits to be generated ("Generate Kits" only).
Expiry Date Date the Kit Lot expires (inherited from the Kit Type and editable here). All Kits in the lot expire on this date.
Expiry Warning Date Date you are warned that the Kit Lot is about to expire (inherited from the Kit Type and editable here).
Received By

Received Date

User who received the Kit Lot and the date received ("Receive Bulk Supplies" only).
Vendor Item

Supplier

Manufacturer

Part No

Catalog No

Vendor Item for the items in the Kit Lot ("Receive Bulk Supplies" only). Upon selection, the Supplier, Manufacturer, Part No, and Catalog No are automatically populated based on the Vendor information provided in the Kit Type.
Generated By

Generated On

User who assembled the Kit Lot and the date assembled ("Generate Kits" only).

Amounts

 

This information is inherited from the Kit Type and can be edited here. Only applicable for "Receive Bulk Supplies". For an example of how these can be used, see the Kit Example.

Field Description
Amount To Generate

Amount Units

Quantity of the Kits to be generated or received.
Container Type

Container Type Size

Container Type Units

Container Type. Size and units are automatically populated.

You must specify:

"Amount To Generate" and "Amount Units".
"Container Type".

Notes

 

Offers an option to add text regarding the Kit Lot.

Upon Saving, the detail tabs display.

Inventory

 

This is the trackable inventory created by the Kit Type. Only applicable for "Bulk Kit Item" or "Intermediate Kit" class Kits. For an example of how to use these, see the Kit Example.

FieldDescription
Kit IDIdentifier of the Trackable Item corresponding to the Kit Container.
Container Type Container Type for each Kit Container.
Size

Unit

Size and unit of the Container Type.
Available Amount

Unit

Amount specified in the "Initial Amount" for the Kit Lot.
StatusStatus of the Kit. See Kit Status to view the life cycle.
LocationStorage Location (if any) of the Kit.

In addition to the standard Add and Delete buttons, there are these for Kits that have a "Location":

ButtonsDescription
Check Out Opens the TISM page to take possession of these Kits.
Check In Opens the TISM page to return these Kits back to a Storage Location.

Kits

 

These are the trackable Kits created by the Kit Type. Only applicable for "Bulk Supplies" or "Complete Kit" class Kits. For an example of how to use these, see the Kit Example.

FieldDescription
Kit IDIdentifier of the Kit, which is a Trackable Item corresponding to the Kit Container.
Container Type Container Type for each Kit Container.
Available Amount Set to "1" for each Kit, but maybe modified. Number of Kits created (rows) is the amount specified in the "Initial Amount" for the Kit Lot.
StatusStatus of the Kit. See Kit Status to view the life cycle.
LocationStorage Location (if any) of the Kit.

In addition to the standard Add and Delete buttons, there are these for Kits that have a "Location":

ButtonsDescription
Check Out Opens the TISM page to take possession of these Kits.
Check In Opens the TISM page to return these Kits back to a Storage Location.

Kit Items

 

Defines the Kit Items used to make the Kit Lot. Only applicable for "Complete Kit" or "Intermediate Kit" class Kits and is initially populated with the Kit Items specified in the Kit Type. Upon selected the Kit Lots or IDs for the Kit Items, the inventory of the specified Kit ID will be decremented by the value in the "Use Amount" field.

FieldDescription
Kit Type Kit Type used in generating Kits for this Kit Lot.
VersionVersion of the Kit Type.
LotKit Lot of the selected Kit Type that contains the items needed for generating Kits. Choosing this automatically selects the Kit ID (below).
Kit IDTrackable Item representing the Kit used for the items needed for this Kit Lot. Choosing this automatically selects the Kit Lot (above).
Recommended AmountShows the "Amount" from the Kit Item defined in the Kit Type.
Use Amount Actual amount used to create this Kit Lot.