Kardex
Introduction
The purpose of the Kardex feature is to provide an interface adapted to KARDEX storage machines. Useful in industry, commerce, and logistics, processes integrated into the ERP allow you to manage product supply and storage.
Kardex is compatible with versions 6.5, 7.1, and above.
The module is divided into two algorithms: supply and storage.
Supply: allows you to bring in the components needed for deliveries and manufacturing supplies.
Storage: allows you to optimize the storage of received components or manufactured products following a manufacturing order.
Kardex uses JMIF (Java Machine Interface) to exchange data with third-party software. The aim is to be able to exchange telegrams according to a pre-defined model using Groovy formulas. Each user is free to modify the formulas (note: it will be necessary to configure the JMIF server so that it can correctly interpret the telegrams).
The telegrams contain the order in which the trays must be returned, as well as instructions to display on the Kardex screen which product must be retrieved and in what quantity. This makes it easier to manage multiple requests for the same tray.
It is also possible to categorize the trays: by ABC classification, or by product category.
If there is ever a need to integrate other machines, the content of the telegrams can be easily modified.
Telegram management is carried out by the ERP, so a queue system will allow the highest priority telegrams to be defined manually.
Features:
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Specific Kardex inventories;
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Control over the maximum quantity or height in the bins;
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Queue optimization (telegrams are sent as they arrive). Using drag & drop, the user can move the telegrams to change the order.
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FIFO / LIFO. First in, first out: entered component product = exited component product. Last in, first out: the last entered component will be the first to exit.
The Kardex module does not affect the operation of other modules, including inventory operations.
Kardex operation & architecture
Trays: as shown in the image, Kardex machines are made up of trays.
Bins: the trays contain bins where the products are stored. Each bin contains a single product.
A tray categorization system is used to differentiate between product categories.
Bin content: Bin content is used to perform inventory checks. It is directly linked to stock location lines. You will find the bin details in the stock lines.
Kardex module in AOS
Access: Application config → Apps management → Kardex, configure
Here you will find numerous configurations for the Kardex module.
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Configuration of the interface with the machines: activate the configuration of the interface with the machines by clicking on the “Activation” option.
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Tray categorization mode: select from several options (Product category / Product family / ABCClass (stock), etc.).
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Maximum bar quantity control: select from several options (Manual / Based on product / Based on product category). You can specify the maximum quantities for a product in the category.
When maximum bar quantity control is set to manual, the user must open the tray bin configurations.
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Enable LIFO/FIFO: enable the “Last in / First out” and “First in / First out” features.
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Define standard bin dimensions: enter the standard size. The standard size includes the height.
Mandatory Kardex management: on the product sheet, activate the “Mandatory Kardex management” option if you want this product to be managed in Kardex.
Kardex machine configurations
Access: Kardex → Kardex machine
A Kardex machine is linked to a machine in the Manufacturing module. It allows you to manage the Maintenance side.
On the Kardex machine sheet, you will find the following information:
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The machine's storage location;
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The list of trays. Each tray contains the list of bins. Click on the tray to display the list.
Click on a bin's file to open the file with information:
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When a tray is damaged, it can be made unavailable to prevent it from being used in algorithms.
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In addition, trays are identified by numbering.
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Full: check the “Full” box to indicate that the tray is full. This can be done manually or automatically.
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Dimensions: you can define the dimensions; the dimensions are used to determine whether the bin is full. Please note that if you do not enter the dimensions of the product, this feature will be useless.
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Position: this is a volume calculation. You will need to configure a standard tray for each product. There is an initial reference volume. For each of your products, you will define the maximum number of products that can be placed in a standard tray. This allows you to compare the maximum quantity in a standard tray with the maximum quantity in a larger tray. :::
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Telegrams: open the “Telegrams” tab to find all the telegrams that have been sent. Click on a telegram to view its workflow.
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Configurations: click on the Configurations tab. Here you will find the following information:
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Height;
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Interval between trays;
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List of Groovy formulas. Groovy formulas can be modified at any time;
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Required: check the “Required” box. If the information is not provided, the process will be blocked.
Kardex Inventory
Access: Kardex → Kardex Inventory
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Check the workflow at the top of the page (Draft → In progress → Validated → Cancelled).
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Find the products in the table of contents.
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Start: click on the button to start the inventory.
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Upon validation, an inventory will be generated.
When you generate an inventory, you will need to update the stock location on the Kardex machine file.
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Refresh the Kardex machine file.
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Stock location: click on the stock location. Here you will find the products.