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 Composite Items Module
• From Assemblies Module

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.

From the Sales Modules

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.