11.8 Assembly and Kits

Assembly is a function within Products allowing you to manage the build process of a packaged item where either a number of components go into one product or several products together become a packaged or Assembled product. With Assemblies all of your Accounting and costs are taken into Account at the time a Product is Assembled and is available within your Inventory.

Examples of assembled products include: computers, electronics, electronic components such as batteries and circuit boards. Other types of Assembled products include pre-packaged foods and nutraceuticals that are made in batches at a time. Assembled products also include consumer goods such as furniture sets and gift sets of all types.

Within Tradepoint the Assembly Tool is found within Products and is activated by checking the  Assembled box  within a particular Product. The assembled box can be seen circled in the screen view below.

When the Assembled icon has been checked you will also notice the Assembly icon in the top tool bar has been enabled. The Assembly icon in the top tool bar will only be enabled when the Assembled box on the Setup page has been checked. This way products will not automatically become part of an Assembly unless a Product is specified to be part of an Assembly.

Each Product that is either Assembled or a part of an Assembly must have this box checked for the Accounting information to automatically be figured it to an assembled Product each time one is assembled.

After the information for the Product Setup has been entered click the Assembly icon and you will see the main screen for specifying which Products are a part of your Assembled product.

Part- This field contains a drop down menu for you to pick which items are going to be a part of your Assembly. Simply type in all or part of a Product and click on it to add it to this Assembly.

Type- This field will allow you to specify the type of a product such as Color or Size.

Units- Specify the number of Units of a Product within an Assembly. An example would be 4 chairs assembled with a table to create a Patio set.

Note- A Notes field to add any additional information within this Assembly. 

When you have added all the parts for your Assembly click the Assemble Item icon . Your Product will be assembled automatically and display in your available inventory.