Create, update and delete a kanban loop

What’s a kanban loop?

A kanban loop is a kanban card flow defined by:

• A single part;
• A unique supplier;
• A unique customer.

In kanban board, every single row of kanban cards defines a single and unique kanban loop.

Create a new kanban loop

Mandatory fields

During the creation of a new kanban loop, it’s important to fill all suggested fields. Let’s see what’s the meaning of the key fields.

Procedure:

1. Get in Kanban > New Kanban and choose new kanban loop type.

   Field	Description
   Type of kanban	Production: kanban between an internal supplier and an internal customer for the transformation or assembly of a certain product. Purchase: kanban with an external supplier. Sales: kanban with an external customer. Move: transportation kanban between an internal supplier and an internal customer.

2. After choosing the type of kanban, and clicking Create new project, fill following data:

   Field	Description
   Part number	The Serial number of the part. Search the number in parts master with the drop-down menu or with the magnifying glass. Otherwise add part number.
   Supplier	Supplier (internal or external) of the part. Search the supplier in partners master with drop-down menu or with the magnifying glass. Otherwise add supplier.
   Customer	Customer (internal or external) of the part. Search the customer in partners master with the drop-down menu or with the magnifying glass. Otherwise add supplier.
   Lead time	Number of working days necessary to replenish a kanban card.
   Maximum onsumpion per day	Maximum daily consumption of the part. Compute it according to historical use or forecasts. This isn’t a mandatory field, but allows usage of kanban calculator.
   Bin	Bin used for this part. Search the bin in bins master with drop-down menu or with the magnifying glass. Otherwise add bin.
   Maximum bin capacity	The maximum number of parts that can be stored in the bin or general package. This isn’t a mandatory field, but allows usage of kanban calculator.
   Policy	Kanban: every single empty kanban card generates a single replenishment order to the supplier. Batch kanban: generate replenishment order to the supplier when minimum batch size is reached. Signal kanban: generate replenishment order to the supplier when single kanban reaches reorder point. Is recommended to follow suggestion by kanban calculator to fill this field.
   Number of kanban cards	Overall number of kanban cards for this kanban loop. Is recommended following suggestion by kanban calculator to fill this field.
   Quantity per Kanban	Number of pieces to be replenished for a kanban card. Is recommended to follow suggestion by kanban calculator to fill this field.
   Batch of Kanban	If the policy selected is Batch kanban, fill the number of kanban card that make a batch in this field. Is recommended to follow the suggestion by kanban calculator to fill this field.
   Reorder point	If the policy selected is Signal kanban, fill the number of parts below wich a replenishment order is set to the supplier. Is recommended to follow the suggestion by kanban calculator to fill this field.
   Apply changes	Immediately: the loop is immediately created. At a future time: the project will be activated at the Date of activation and all new kanban cards will be released automatically.

3. In addition to key fields, there are other optional fields important to fill in the creation of kanban loop (see Advanced fields).

4. Click Apply now to confirm the creation. KanbanBOX saves kanban loop and creates in Board as planner kanban card set in status New. Now print kanban cards and set in their actual status.

Advanced fields – general information

Advanced fields – Process information

Update a kanban loop

Procedure:

1. Get in Kanbans > Active kanban loops.
2. In Kanban Loops list, search or filter kanban loop to modify.
3. In kanban loop row, click the button Edit kanban loop.
4. Once update, to confirm click Activate Kanban. You’re now redirect to Board as planner, where you can find in the first row kanban loop updated, with its kanban cards.

Delete a kanban loop

Procedure:

1. Get in Kanbans > Active kanban loops.
2. In Kanban Loops, search or filter kanban loop to delete.
3. In kanban loop row, click the button Delete kanban loop.
4. If there are or not any active kanban cards:
   1. Without active kanban cards, click next to Delete kanban loop?
   2. With active kanban cards:
      1. Click next to Delete kanban loop but not kanban cards if kanban cards are in use and should stay active till last empty.
      2. Click next to Delete kanban loop and all kanban cards if kanban cards are no longer active or have been already eliminated.
5. After clicking , you won't find the kanban loop in the kanban loops list anymore.

It is possible to see all deleted kanban loops of the license.
Procedure:

1. Get in Kanbans > Active Kanban Loops.
2. In the Kanban Loops table, clicking at the top right of the table Show deleted loops.
3. In the Deleted Kanban Loops table there are all the deleted kanban loops of the license. Add the Delete date column to see the date on which the loop was deleted.