Build and Manage Assemblies

Content
Building Assemblies Adjust the Stock Quantity for Assembly Items Other than the Build Assembly Option Set-Up Assembly Item Information Maintain Build Assembly / Works Order

Assembly Items refer to products that are assembled and are sold as a complete unit. The Build Assembly function lets you create assembly items and/or work orders. Connected Business seamlessly integrated these functions to make creating inventory items easier for your business.

 

 

 

 

 

 

Building Assemblies

1. From the Inventory Module > Assembly > New Assembly.
   
   
   
   
   
2. The Inventory Assembly screen will be displayed.
   
   
3. Select the assembly item to build. The Build Assembly form will be displayed.
   
   
4. Add Notes to the current stock take and enter the transaction date or actual stock take date. The Last Stock Take Date field let’s you when the last stock take was performed.
   
   
   
   
5. The Transaction Date or build date is set to the current date. You may change this to the actual date.
   
   
6. The stock information for the assembled items in the selected warehouse is shown. The following fields lets you know how many assembly items to build.
• Stock – how many you have on hand
  
  
• Available – how many you have to sell.
  
  
• Committed – how many are committed to sales orders.
  
  
• On Back Order – how many are on back orders.
  
  
• In Transit – how many are in transit from one location to another.
  
  
7. Specify the quantity of the assembly items to build in the Build Quantity field.
   
   
8. Add Notes to the current build.
   
   
9. The Components tab lets you know of the stock quantity for each assembly component and know if it will suffice for the specified build quantity. The component items are listed per category.
   
   
   
   
10. The Short Quantity column shows if the stock of the assembly component is not enough. This is just to inform you of any short quantity. You may proceed with the build quantity you entered even if there is no stock for the item.
    
    
    
    
    

    You may view the stock information for each assembly component by selecting the component from the list and clicking on the Stocking Levels tab.

11. Save the details before closing the form. The assembly item now has stock in the selected location.
    
    

ADJUST THE STOCK QUANTITY FOR ASSEMBLY ITEMS OTHER THAN THE BUILD ASSEMBLY OPTION

Here are the other options to have stock for your assembly items other than the using the Build Assembly option. Note that these options would not affect the stock quantity of the components items in the assembly.

• If the assembly item can be optionally bought (assembled) from suppliers, you can use the new Purchase Order option in the Supplier module and confirm receipt of goods.
  See More: Maintain Purchase Orders
  
  
• You can adjust the assembly stock quantity by creating an opening balance quantity of the assembly items in your location.
  See More: Inventory Opening Balances
  
  
• You can create a stock adjustment (Adjustment In) and enter the adjusted quantity of the assembly item.
  See More: Manage Stock Adjustments
  
  

SET-UP ASSEMBLY ITEM INFORMATION

 

Maintain Build Assembly / Works Order

1. From the Inventory Module > Assembly > Find Assembly.
   
   
   
   
   
2. The Assembly Works Order search screen will be displayed.
   
   
3. Select an assembly/works order record in the list to display the Build Assembly form.