Build or Break an Assembly SKU

Create an Inventory Record that will become an Assembly SKU

1. Go to Main Menu > Manage My Inventory > View & Manage My Inventory > Inventory.
2. Click Add to create a new record for a SKU to be designated as an Assembly in a later step. While it is possible to select an existing inventory record and define it as an Assembly, the recommended practice is to create a new SKU whenever a new combination of products will constitute an Assembly.

The minimum fields that need to contain a value before the new inventory record can be saved are:

1. • Local SKU
   • Item Name
   • Primary Supplier
   • Unit Cost (which should be zero for the time being, the program will calculate it later)

3. Click Save to create the new inventory record.
4. Click Close to exit the Inventory screen.

Define an Assembly SKU

1. Go to Main Menu > Settings > Inventory Functions > Assemblies
2. Select Define Assemblies.
3. The Show: All radio button should already be selected.
4. Select the product SKU (inventory record) that was just created in the previous section from the Assembly SKU combo box, or use Search to locate the correct inventory record and enter it into the combo box. The Item Name field is populated with the name previously assigned to the inventory item at that time.
5. Next, enter or select an inventory item that is part of the Assembly in the SKU to Add combo box. The adjacent Search button can also be used to add a SKU to the SKU to Add combo box.
6. Once a SKU has been entered in the SKU to Add combo box, enter the number of units of the selected component that are needed for the Assembly in the Qty field.
7. Click Add. The component SKU is listed in the Parts in this Assembly section of the screen.
8. Repeat steps 4 through 7 as many times as necessary until all components have been added to the new Assembly SKU.
9. When finished, click Close.

Build an Assembly (perform inventory adjustments related to the Assembly)

1. Open the Work with Assemblies screen by going to Main Menu > Settings > Inventory Functions > Assemblies.
2. The Build Assemblies radio button is selected by default when the screen is initially opened.
3. Select the Assembly SKU (inventory record) that created in the previous section from the Assembly SKU combo box, or use Search to locate the correct inventory record and enter it into the combo box. The Item Name field is populated with the name that previously assigned to the inventory item at that time.
4. Next, enter or select an inventory item that is part of the Assembly in the SKU to Add combo box. The adjacent Search button can also be used to add a SKU to the SKU to Add combo box.
5. Once a SKU has been entered in the Assembly SKU combo box, the program calculates the number of Assemblies that can be built from the existing QOH of all components, which is displayed in the field of the same name.
6. Decide how the program should determine the cost of the assembly:
   1. clear the Get cost from parts box  to have the cost equal the sum of the cost of all of the components
   2. select the Get cost from parts box and enter an additional value that should be added to the cost of each Assembly or divided equally among all of the Assemblies that are about to be built
   3. FIFO must be enabled to see the cost, and information from the oldest unit is displayed at this screen
7. To print barcode labels for each of the Assemblies being built, select the Print Labels check box.
8. Choose the number of Assemblies to build, up to the value of the Qty. that can be built field, and enter that number in the Qty to Build field. The Up and Down arrows can also be used to alter the contents of the Qty to Build field.
9. Click Build Assemblies button. The program calculates the new quantity on hand figures for the Assembly SKU and each of its individual components.
10. Click Close to exit the Work with Assemblies screen.

Break an Assembly (perform inventory adjustments related to the Assembly)

1. Open the Work with Assemblies screen by going to Main Menu > Settings > Inventory Functions > Assemblies.
2. The Break Assemblies radio button is selected by default when the screen is initially opened.
3. Select the Assembly SKU (inventory record) to be broken-down into its components from the Assembly SKU combo box, or use Search to locate the correct inventory record and enter it into the combo box. The Item Name field is populated with the name previously assigned to the inventory item at that time.
4. To print barcode labels for each of the component SKUs so they can be sold individually, select Print Labels.
5. Once a SKU is entered in the Assembly SKU combo box, the program displays the current QOH of the selected SKU in the Quantity on Hand field.
6. Based on the available QOH of the Assembly SKU, enter the number of Assemblies that should be broken into their components in the Qty to Break field.
7. Click Break Assemblies.
8. Click Close to exit the Work with Assemblies screen.