Using Stock Assembly

Stock Assemblies are ‘built’ from a bill of materials (BOM). A BOM is a list of Items present in the system.

The build action reduces the system’s stock level by the quantity of the respective constituent Items in the BOM to create the Assembly Item. The ‘break’ action reverses the build.

Build Assemblies

If you are using the WMS (warehouse management system) you cannot build the Assemblies in the main app. You can build your assemblies in the WMS on the Kits/Assemblies Tab. See ‘WMS – Kits / Assemblies’.

If you’re not using the WMS, you can build or break Assemblies in the main app using, Stock Assembly>Action>Build Assembly or Break Assembly.

You can also build Assemblies from Product/Service> Stock List>Action>Build Assembly or Break Assembly.

When you set up a Stock Assembly you must include at least one Stock Item, otherwise, the system will prevent the build.

Include Sub-assemblies

To represent sub-assemblies, you can add Stock Assembly Items to the BOM of a Stock Assembly.

Include Non-stock, Service and Expense Items.

You can use non-stock, service and expense Items to represent overheads, effort, and components you don’t stock (but buy-in) in the BOM.

Reports

There are two useful reports to analyze Stock Assemblies:

  • Assembly Items – Show BOM Components
  • BOM Components – Show Assembly Items

Go to Reports > Standard Reports > Products/Services

Stock Assembly Item: Reference

Sales | Prices tab


Item CodeA unique alphanumeric identifier
Sales Description
Matrix ParentSelect an Item (see ‘is Matrix’)
BarcodeFor barcode readers. i.e. Item part # or UPC code. This will be printed on Order, pick, pack and ship documents.
Serial NumberDon’t use, check out the Warehouse Management System (WMS)
Item is ActiveIs available for use on a new Document
Item is SoldIs available for use on a Sales Document
Is MatrixCheck and save to make this ‘Matrix master
Commodity CodeGoogle commodity code for your respective country
Lot Numbernot in use
Pricing details
Unit PriceThe base selling price
Sales UnitsThe sales unit of measure i.e. ‘each’ – see ‘Unit of Measure relationships’
Item TaxThe Item is taxable
Foreign Price

The default price commensurate with the customer’s default currency.

In other words, if your base currency is USD and your customer pays you in CAD, then this is a fixed price for this Item in CAD.

Selling Information
Free text areaIf you enter information here, and ‘i’ will appear on the Line Item when you add this Item to a Sales Document. Links and text allowed
Related websiteI.e. a product page on your website
Cross | upsell information
Free text areaIf you enter information here, and ‘i’ will appear on the Line Item when you add this Item to a Sales Document. Links and text allowed
Size and Weight
Dimension Unitsi.e inches, centimetres etc
Height
Width
Length
Weight Unitsi.e lbs, kg, etc
Weight
Volume Unitsi.e. lb/ft³ etc
Volume
Shipping Information
Item is drop shippedNot in use
Pack separatelyInfo only
Weigh before shippingInfo only
Number of units per boxInfo only
Shipping instructionsInfo only

BOM tab


A table of components.Find and add Items here.

Purchasing | Costs tab


Item is PurchasedItem can be sued on Purchase Documents
Default Order TypeStandard, Drop Shipped or Special Order
Costing details
Unit CostThe latest purchase cost as manually entered by you.
Purchase UnitsSee ‘Units of Measure’
Item TaxTax code relating to Item or Item Tax option id. (USA only) taxable or not
Foreign CostThe default price commensurate with the Supplier’s default currency. i.e. if your base currency is USD and your Supplier invoices you in CAD, then this is a fixed price for this Item in CAD.
Preferred Suppliers

The information in the list is used by these automations:

On Sales Order, Create Dropship Purchase Order, Create Special Order.

On Purchase Order Generator, ‘by Item’ and ‘by Order.’

Supplier
Item CodeThe Supplier’s SKU / Item code.
Description
Unit CostThe latest cost you manually added here
StockThe current stock level for this Item
Minimum Order QuantityUsed for information and by the Purchase Order generator.
Average Lead Time (days)
Use on DocsAvailable for use on Purchase Orders
DefaultThe default used by the automations.
Purchasing Information
Free text areaIf you enter information here, and ‘i’ will appear on the Line Item when you add this Item to a Purchasing Document. Links and text allowed
Related Websitei.e the Supplier’s product page
Reorder Level
Size and Weight
Dimension Unitsi.e inches, centimeters etc
Height
Width
Length
Weight Unitsi.e lbs, kg etc
Weight

Volume Unitsi.e. lb/ft³ etc
Volume
Delivery Information
Free text areaText and Links allowed.

Stock tab


Current status and availability
On HandThe total quantity you currently have in your warehouse, regardless of whether it is available for use or sale. It includes unallocated as well as allocated stock. You can allocate stock for: Assembly or disassembly.
Initial ValuationThe opening balance in the Stock Asset account for this Item. Only visible on the initial creation of the Item.
On Sales Orders (Allocated)The quantity of this Item allocated to Sales Orders.
Free StockAvailable for allocation i.e. on hand stock minus allocated stock
Average CostThe average value of a stock over an accounting period.
On Sales Orders (Not Allocated)
ShortfallThe qty required to fulfill open orders.
On Purchase OrdersThe qty of this Item on Purchase Orders with a Document Status of ‘Open’ or Partially Received.
Stock Status by Site
Site by site view of the current status and availability of this Item.
Units of measure relationshipsSee Using Units of Measure
Stock Unitsi.e. Each, Case etc
1 Purchase Unit =i.e. 10
1 Sales Unit =i.e. 1
Permit fractional Stock UnitsExpress the above as floating point numbers e.g. 1.30
Stock take information
LocationInfo only
Last Stock TakeInfo only
Units countedInfo only
Stock Locations by Site
Site
Location
Description
Pick OrderSee WMS documentation
Put OrderSee WMS documentation

Classification tab


Categories
CategoryA top-level key i.e. Manufacturer
Attributes
NameI.e. the product color
ValueI.e. red, amber, green
Auto descriptionUsed by Matrix Items
Class
Item ClassClassification for the item when it is put on the Line item, and used in the general ledger.

Images tab


Image 1, Image 2, Image 3, Image 4Placeholder for an uploaded images

Accounting tab


Incomewhere the income is posted on the general ledger (profit & loss)
Cost Of Goods Sold (COGS)where the cost is posted on the general ledger (profit & loss)
Stock AssetWhere the asset value is posted on general ledger (balance sheet)

E-commerce tab


Customer Portal
Available in Portal CartWill display this Item in the TAP (Trade Acceleration Portal)
Shopping Cart Information
Cart MappingThe cart it’s used on
Utility Fields
Price ImpactContact support.

Custom fields tab


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