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How can I create assemblies in sales transaction?

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.