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 Code A unique alphanumeric identifier
Sales Description
Matrix Parent Select an Item (see ‘is Matrix’)
Barcode For barcode readers. i.e. Item part # or UPC code. This will be printed on Order, pick, pack and ship documents.
Serial Number Don’t use, check out the Warehouse Management System (WMS)
Item is Active Is available for use on a new Document
Item is Sold Is available for use on a Sales Document
Is Matrix Check and save to make this ‘Matrix master
Commodity Code Google commodity code for your respective country
Lot Number not in use
Pricing details
Unit Price The base selling price
Sales Units The sales unit of measure i.e. ‘each’ – see ‘Unit of Measure relationships’
Item Tax The 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 area If 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 website I.e. a product page on your website
Cross | upsell information
Free text area If 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 Units i.e inches, centimetres etc
Height
Width
Length
Weight Units i.e lbs, kg, etc
Weight
Volume Units i.e. lb/ft³ etc
Volume
Shipping Information
Item is drop shipped Not in use
Pack separately Info only
Weigh before shipping Info only
Number of units per box Info only
Shipping instructions Info only

BOM tab


A table of components. Find and add Items here.

Purchasing | Costs tab


Item is Purchased Item can be sued on Purchase Documents
Default Order Type Standard, Drop Shipped or Special Order
Costing details
Unit Cost The latest purchase cost as manually entered by you.
Purchase Units See ‘Units of Measure’
Item Tax Tax code relating to Item or Item Tax option id. (USA only) taxable or not
Foreign Cost The 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 Code The Supplier’s SKU / Item code.
Description
Unit Cost The latest cost you manually added here
Stock The current stock level for this Item
Minimum Order Quantity Used for information and by the Purchase Order generator.
Average Lead Time (days)
Use on Docs Available for use on Purchase Orders
Default The default used by the automations.
Purchasing Information
Free text area If 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 Website i.e the Supplier’s product page
Reorder Level
Size and Weight
Dimension Units i.e inches, centimeters etc
Height
Width
Length
Weight Units i.e lbs, kg etc
Weight

Volume Units i.e. lb/ft³ etc
Volume
Delivery Information
Free text area Text and Links allowed.

Stock tab


Current status and availability
On Hand The 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 Valuation The 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 Stock Available for allocation i.e. on hand stock minus allocated stock
Average Cost The average value of a stock over an accounting period.
On Sales Orders (Not Allocated)
Shortfall The qty required to fulfill open orders.
On Purchase Orders The 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 relationships See Using Units of Measure
Stock Units i.e. Each, Case etc
1 Purchase Unit = i.e. 10
1 Sales Unit = i.e. 1
Permit fractional Stock Units Express the above as floating point numbers e.g. 1.30
Stock take information
Location Info only
Last Stock Take Info only
Units counted Info only
Stock Locations by Site
Site
Location
Description
Pick Order See WMS documentation
Put Order See WMS documentation

Classification tab


Categories
Category A top-level key i.e. Manufacturer
Attributes
Name I.e. the product color
Value I.e. red, amber, green
Auto description Used by Matrix Items
Class
Item Class Classification 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 4 Placeholder for an uploaded images

Accounting tab


Income where 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 Asset Where the asset value is posted on general ledger (balance sheet)

E-commerce tab


Customer Portal
Available in Portal Cart Will display this Item in the TAP (Trade Acceleration Portal)
Shopping Cart Information
Cart Mapping The cart it’s used on
Utility Fields
Price Impact Contact support.

Custom fields tab


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