Inventory - Assemblies

Inventory assemblies are inventory items that are comprised of one or more other inventory items. When an inventory item is created, the inventory type is selected at the time the SKU is entered to identify the characteristics of the item. When the assembly type is selected the item is assumed to be made up with other items from the inventory database. In order to sell an assembly type item, it must be assembled in PhreeBooks to show stock on hand. Note that an assembled item may also be purchased directly in which case inventory will show stock but no assemblies were necessary.

Inventory assembly procedure

  1. From the main menu, select Inventory->Assemblies.
  2. Enter the SKU or a search criteria and press the open icon . Note: Only inventory items of type 'assembly' will be displayed in the popup.
  3. Select the SKU to assemble from the popup menu to fill in the item attributes (or if there is only one match, the popup window will close and fill in the necessary information). A list will be displayed of the required items and quantities needed to assemble the item and shortages will be displayed in red.
  4. Enter a reference for this transaction (i.e. ADJ2007-05-12).
  5. Enter the post date of the adjustment or use the popup calendar to select a post date. Today's date is loaded by default.
  6. Enter the total number of units to assemble. After the number of units to assemble is entered, PhreeBooks calculates the number of required items to build the requested amount and will warn if there are not enough pieces to build.
  7. Press Save to post the transaction to the journal.

Related Topics

Inventory

Inventory assemblies - Edit
Inventory assemblies - Delete
Adding inventory items
Editing inventory items
Copying inventory items
Deleting inventory items
Inventory adjustments - Adding
Adding an inventory field
Editing an inventory field
Deleting an inventory field
Adding Inventory field tabs (categories)
Editing an inventory field tab (category)
Deleting an inventory field tab (category)