Assembly and Creating a Bill of Materials

Overview

* A Kit and an Assembly are not interchangeable. Please see Kits vs Assemblies for details. *

An Assembly is taking two or more items and combining them to create a new item.

Creating a Bill of Materials

To set-up a new Bill of Material: 

1. Select Item from the Create New drop-down menu, or click the +New Item button located on the Items listing screen. 
2. Select Assembly Group from the drop-down. 
3. Click the Next>> button.

This will bring up the Create a New Assembly screen. The New Assembly screen is broken up into two areas: General/Other and the Tabs.

• On the General/Other section, you have the ability to either manually enter a name for your Assembly, or automatically generate one by pressing Next Item No. 
• Next you will choose the Unit of Measurement (UOM) Set associated with the new Assembly. 
• You can set up the UOM Set inside the Profile List section. 
• Other available options on the New Assembly screen include the ability to select if the Assembly is Active.
• The Tabs section gives you the ability to select General options, Purchasing options, Notes and Custom specifications about the new Assembly.

Once all the information are entered click Save.

Add Components and Selections

After the Assembly Group is created, you can select the Assembly from the Item menu and then Add Components and Selections. 

1. Open the Assembly Group record and click the Edit Bill of Materials button. 
2. Once the edit screen opens, click the +Add button next to the corresponding area. 
3. The Steps pop-up allows you to enter the Steps, Time, Hours  and select if it is 'Active'.
4. Click Save.

1. In the  Add/Edit Component section, enter the Item Number, Production Line Instructions, Quantity Per and select if it is being used only One Time and if the selection is 'Active'. 
2. Click Save when completed.

Once you have entered the necessary information to generate a Bill of Material, the next screen will indicate the items chosen and the steps needed to create it. If needed, you can add pricing to the Bill of Materials to include the labor or any other cost associated with the Bill of Materials. 

Configuring Bill of Materials

Order Time allows you to offer your customers selections and options when ordering kit items or configurable bill of materials. Once you have created them, you can establish choices and options; and you can add them to a quote or sales order later on.

1. Click Open Full List and select Bill of Materials.
2. Under the Actions column, click the Edit icon of the the item that you want to configure the bill of materials. Alternatively, you can click the Item and click the Edit Bill of Materials button. 
3. Click the Configure (gear) icon to where you can add a Variable or a Yes/No configuration to each of the components of the Bill of Materials. 

• Variable:  This type provides customer with choices from several items. You may list an unlimited number of alternates as long as no item is duplicated.

1. Select Variable from the Type drop-down list.
2. The entry is Active by default.
3. Enter values for the Per Price, Name and Description fields.
4. Click Save & Continue. 
5. In the Add/Edit Options pop-up window , the default component will be displayed. Click the +Add button. 
6. In the Add/Edit Selection pop-up window , add your selection by filling out the Item, Price Per and Qty Per fields. 
7. Check One Time, as needed. Generally, when used on a sales order, the quantity of the kit selections is multiplied by the quantity ordered for the entire kit.   You may want, however, to include an item that does not vary with the kit quantity. To accomplish this, check the 'One Time' and the selection quantity will not vary in proportion with kit quantity but rather stay fixed.
8. The entry is Active by default.
9. Click Save. 
10. Repeat steps 5 to 9 to add more selections. 

• Yes/No: This type is used to set optional items to be included in the kit.

1. Select Yes/No from the Type drop-down list.
2. The entry is Active by default.
3. Enter values for the Per Price, Name, Description and Qty Per fields. 
4. Check 'Is Optional' box to set the default value to 'Yes'. 
5. The entry is Active by default.
6. Click Save. 

• You can also add a Yes/No configuration to an existing Yes/No configuration:

1. Select Yes/No from the Type drop-down list.
2. The entry is Active by default.
3. Type in the Price Per value.
4. Select if you are adding the entry to a New Grouping or Existing Grouping.
5. New Grouping: Enter values in the Name and Description fields.
6. Existing Grouping:  Select from the drop-down list.
7. Fill out the Qty Per field.
8. Check 'Is Optional' box to set the default value to 'Yes'.
9. The entry is Active by default.
10. Click Save. 

More about Inventory Control with Order Time

More about Manufacturing with Order Time Inventory