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Assemblies

Assemblies in Zoho ERP is the process of combining various components, such as inventory items and services, to produce one item. This feature is particularly useful for businesses that manufacture or build products using multiple parts. By creating an assembly, you can systematically consume the required components and increase the stock quantity of the final composite item in your inventory. This helps streamline production, maintain accurate stock levels, and gain better visibility.

Create Assembly Item

Assemblies is the process of putting together different components (items) to produce new finished goods.These components could be items and services of your choice. You can create assemblies to increase the stock level of your composite item in Zoho ERP. There are two ways in which you can create an assembly in Zoho ERP:

From the Composite Items module

  • Navigate to Items on the left sidebar.
  • Click Composite Items in the top Module bar.
  • Select the composite item that you wish to assemble.
  • Click the Create Assemblies button on the top right corner.
  • Enter the necessary details

From the Assemblies module

  • Go to the Inventory module on the left sidebar.
  • Navigate to Assemblies on the top Module bar.
  • Click + New in the top right corner.
  • Select a composite item that you would like to assemble.
Enter the details,
  • Enter the Assemblies#, Assemblies Date, Quantity to Assemble, and the Location within which you’d like to create the assemblies for this composite item.
  • If you have enabled serial or batch number tracking for your composite item, you’ll be able to add the serial or batch numbers for the assembly quantity.
  • Click Save.
  • The items and services associated with the composite item will be auto-populated. You can either remove items, add items, or change the quantity.
  • If the associated items are tracked by serial or batch numbers. Click the Add Serial Number or Add Batch Number option and enter the serial and batch details for the specified quantity.
  • Click Assemble to finish the operation or Save As Draft to finish it later.

Note: You cannot create an assembly with service items alone. You have to include at least one inventory item as part of it.

Creating Assemblies from Sales Transactions

Whenever the quantity in demand is greater than the quantity available, you can use the Assemble Item option inside a sales order or an invoice to generate the required quantity of composite items on the fly.

To do so:

  • Navigate to Sales on the left sidebar.
  • Click Invoices or Sales Order in the top Module bar.
  • Create a new sales transaction(new sales order or invoice).
  • Add a composite item.
  • Specify the quantity ordered by your customer. If the quantity ordered is greater than the available quantity shown, you will notice a new option called Assemble below the Quantity field.
  • Click the Assemble option.
  • Provide the required details
  • The quantity of composite items that need to be assembled gets calculated automatically.
  • Click Save to generate the required quantity of the composite item.

More Actions

Delete an Assembly

If an assembly is no longer needed, you can delete it anytime. When you do so, the stock level of the components gets restored automatically. To do so,

  • Go to the Inventory module on the left sidebar.
  • Navigate to Assemblies on the top Module bar.
  • Open a preferred assembled item that you want to delete
  • Click Delete on the top section.
  • Confirm your action by clicking Delete in the pop-up that follows.

Download PDF or Print Assemblies

You can download or print the assembly details to share, review, or keep a physical record for reference.

To download or print details of an assembly, you can:

  • Go to the Inventory module on the left sidebar.
  • Navigate to Assemblies on the top Module bar.
  • Open a preferred assembled item that you want to download.
  • Click the Print/PDF in the top right corner.
  • Select either Print or Pdf from the dropdown and select the action you would like to do.

Import Assemblies

Helps you bulk add assemblies into Zoho ERP by uploading a file, saving time instead of creating each assembly manually.

To import an assembly into your Zoho ERP account,

  • Go to the Inventory module on the left sidebar.
  • Navigate to Assemblies on the top Module bar.
  • Click the More (Three dot) icon in the top right corner.
  • Select the Import Assemblies option from the drop-down.
  • Browse and upload either a CSV, XLS or TSV type file. You can download the sample file from this page to get an idea on how to create the files you need to import.
  • Choose the Character Encoding involved from the drop-down. By default, the character encoding is UTF-8(Unicode).
  • Click Next to proceed to the mapping fields window.
  • If you want to select the date format in import, click the Edit icon near the Default Data Formats.
  • Select Format At Field Level - Enable this to choose a specific format for each field during import.
  • Default Format - Select the date format from the drop-down.
  • Zoho ERP will automatically map similar fields and match them together. You can manually match the unmapped ones or alter the mapped ones.
  • Click the checkbox beside the option Save these selections for use during future imports to automate mapping for future item imports.
  • Click the Next button.
  • Here, an overview of the number of variants ready for import, the number of skipped records, and unmapped fields will be shown.
  • Click the Previous button if you need to make any changes to the operation.
  • If everything is ready, click the Next button to import.

Export Assemblies

You can export assembly details from Zoho ERP in supported file formats so you can back them up, analyze them offline, or share them with others.

To export Assemblies from your Zoho ERP account:

  • Go to the Assemblies module under Inventory from the left sidebar.
  • Click the More icon in the top right corner.
  • Select the Export Assemblies option in the dropdown.
  • Choose one of the following options:
    • All Assemblies: Export all assembly items from your organization.
    • Specific Period: Select a custom date range and export the items created within this date range.
  • Select the format(CSV, XLS, XLSX) in which you want to download your export file.
  • Choose the Export Template from the drop-down.
  • If the export contains personal information, enable Include Sensitive Personally Identifiable Information (PII) while exporting.
  • Enter a password to secure your export file if needed.
  • Enable any additional fields, such as Batch Numbers and Serial Numbers, that you want to include in the export
  • Click the Export button at the bottom. The file will be downloaded to your device.
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