InventoryCloud Help
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New Assembly

Access to this feature may only be available with the ‘Complete’ edition. Ask your Wasp representative for details.

Assembly Items is an inventory item that is made of several items from your inventory, and it is considered one single unit. The items are removed from inventory to make the product. You can create Assembly Items using Inventoried, Non-Inventoried, Service items, and other assembly items. We recommend you read the Assembly Overview topic before you create Assembly Items.  

This topic discusses:

Accessing the New Assembly Screen

Editing an Assembly

Note: The General Tab, Bill of Materials Tab, Prices Tab, Locations Tab, and Attachments Tab in the View/Edit Assembly Item screen is similar to the New Assembly Item screen.

Deleting an Assembly

 

Accessing the New Assembly Screen

Click on Item > New Assembly.



The New Assembly screen will appear.

 

Adding a New Assembly


General Tab

The General Information tab is where you will enter the basic information to create a new assembly:

  1. Item Number (Required) - The Item number is often available on a barcode label already attached to the item, such as a UPC code or SKU number. Using an existing barcode for the item number allows you to scan or manually enter the number from each item as it comes in without printing and affixing your own barcode inventory item labels. Item numbers in InventoryCloud cannot exceed 31 characters.

Do not use a description as the item number. You should enter a numeric value in the Item Number field. A description of the item can be entered in the Description field.

Automatic Item Numbers: If the Automatic Item Numbers option is selected in Settings > Item > Automatic Item Numbers, the Item Number field will appear populated with the next number in the sequence. For example, if you just created item 1001, the next number will be 1002. For further information on this option, please refer to the Settings topic

  1. Alt Item Number (optional) - Enter an alternate item number.
  2. Description - Enter a description.
  3. Category - Select the category. This field is optional and provides another way to sort and group items. The categories you have already created will appear in a drop-down list.
  4. Manufacturer - Select the manufacturer. This is the entity that manufactured the item.  This field is optional and provides another way to sort and group your items.
  5. Checkout Length - This field specifies the default period, in days/hours/minutes, that this Item can be checked out to a customer. Enter the value using the arrow up and down button.
  6. Tracking - This contains checkboxes that determine whether an item's Serial Number, Lot, and Date Code will be used to track its movement through your inventory. For a more detailed explanation of tracking fields, please refer to the topic Identifying Tracking Needs. When creating your item, it is important that you determine how you want to track each item. Typically, small items that are all the same may not need to have any Track Bys selected. Items such as printers may need to be tracked by Serial Number, so returns and maintenance can be properly tracked. Medical supplies or food may need to be tracked by Date Code and/or Lot. If you choose to trackby one or more of these fields, you will be prompted to complete them each time you perform a transaction, such as a check out, move, remove, add, etc., on this item.  For example, if you are tracking item 2233 -VZ laptop by serial number.  Now you want to move a quantity of 5 of this item from one location to another.  You will be prompted to enter a unique and valid serial number for each laptop you are moving so your inventory can be accurately tracked.

Tracked By options cannot be changed after you add inventory to the item. If you need to change a tracked by item, you will have to remove all inventory from that item, delete the item and create a new record.

  1. Additional Required Field - This section contains checkboxes that acts much like the Tracked By boxes, but contains a different set of fields (PO, Vendor, and Customer) which are always available for use, even if they are not required.  For example, if the option is not enabled for the Vendor Code field, a user adding inventory can enter a value for Vendor Code if he knows it or can skip entering the value if he doesn't.  If this option is enabled, a value for Vendor Code is required to complete the transaction.
  2. Default Units (Required) - The default units section lists how you want your inventory to be stored. Refer How to use a Units of Measure of different types.
  1. Pricing

 

  1. Dimensions - Enter the dimensions of the item after selecting the Height, Weight, and Volume Units.
  2. Attach Photo - You can add a photo if required.

 

Bill of Materials

This tab lists all items that will be part of this Assembly when it is built.

  1. Item Number (Required) - Enter the Item or select the item from the drop-down list. The Alt Item number and Description will automatically get populated on selecting the item number.
  2. Quantity (Required) - Enter the quantity of the item that is required to build this assembly item.
  3. Cost - This cost will automatically get populated if the value is entered while creating the item.
  4. Total - This field will update based on the Cost and the Quantity entered.
  5. Scrap on Disassembly - Select this checkbox if you want InventoryCloud to scrap this item if the Assembly item is disassembled. Refer to the Disassemble topic.
  6. Click the Add button when you have finished selecting the item. The item will be added to the list at the bottom of the screen. To remove an item, select the item by clicking on the checkbox and then click on the Remove button.

  1. Similarly, add more items to complete the bill of materials.
  2. Click on the Save button when you are finished adding items.

 

Prices

Tier pricing is a promotional tool that lets you price items differently for different products, categories, or customers. This is an effective way to move more merchandise.

  1. Price Tier  (Required) - Enter the price tier or select the price tier from the dropdown. Click the New button to access the New Price Tier screen.
  2. Min Qty - Enter the minimum quantity that must be purchased to qualify for this price tier.
  3. Max Qty - Enter the maximum quantity that can be purchased to qualify for this price tier.
  4. Notes - Enter any additional information in the notes field.
  5. Click the Add Price Level button to add the selected price level to the Assembly. The Price Tier will be added to the list at the bottom of the screen. To remove, select the price tier by clicking on the checkbox next to it and then click on the Remove button.

 

Locations

You can assign the assembly to specific locations.

To add a location:

  1. Location - Choose or enter the location name. You can also add a new location. Click on the New button, which will navigate to the New Location screen.
  2. Select the Primary Location checkbox if you want this to be the primary location for the item. In this scenario, when you Receive quantities of that item from a purchase order, they will automatically be assigned to the primary location. Also, when you Pick quantities of that item for pick orders, they will automatically be removed from the primary location. You can change these locations when picking and receiving if necessary. In addition, the primary location will appear in any location fields (on the Add inventory screen, for example), however; you can change the location if needed. The location tab will show the Site and Location name on hover.
  3. Min Qty - Enter the minimum number of assemblies that you want to have in stock for the selected location. This number can be 0 or positive; negative numbers are not allowed. 
  4. Max Qty - Enter the maximum number of assemblies that you want to have in stock for the selected location. This number can be 0 or positive; negative numbers are not allowed. 
  5. Reorder Qty - Enter the number at which you want to reorder this item for the selected Location.  You can set an option in the software so that the system warns you at the login of any inventory items that have hit their reorder quantity.  For further information on setting this option, please refer to the Inventory Settings topic.  
  6. Add Notification - This is used to create an assembly low-stock notification for a location. If you want to receive a "Low Stock Item" alert, click on Add Notification button and configure the notification. 
  7. Click on Add Location. You can remove a location by selecting the checkbox and clicking the Remove button.

You can use Show Filter to filter the location list and Group By to group the columns in based on your need.

 

Sites 

You can assign an assembly to a specific site.

 

  1. Site - Choose or enter the site name. You can also add a new site. Click on the New button, which will navigate to the New Site screen.
  2. Min Qty - Enter the minimum number of assemblies you want to have "In stock" on the selected site. This number can be 0 or positive; negative numbers are not allowed.  
  3. Max Qty - Enter the maximum number of assemblies you want to have "In stock" on the selected site. This number can be 0 or positive; negative numbers are not allowed.  
  4. Reorder Qty - Enter the Reorder quantity. Reorder quantity is the amount that needs to be reordered whenever the item is below the minimum stock level. 
  5. Add Notification - This is used to create an assembly low-stock notification for a site. If you want to receive a "Low Stock Item" alert, click on Add Notification button and configure the notification. 

Note - The Low Stock Notification button will be disabled when creating/adding a new inventory item. On hovering above the notification button, a message will appear indicating, “Save your changes to your new item to enable creating notifications for it.” The user can create a Low Stock Notification alert while editing the item, i.e., the notification button will be enabled on the Edit Inventory Item screen.

  1. Click on Add Site. You can remove a site by selecting the checkbox and clicking the Remove button.

Use Show Filter to filter the site list and Group By to group the columns based on your needs.

 

Attachments Tab

To attach any document to this item, click on the Attachments tab:

Adding an Attachment:

Delete an attachment:

To delete an attachment, click on the trash can icon.


Edit an attachment name:

To edit the name of an attachment, click on the Edit button.


The File Name becomes editable.



Make changes as needed, and click on the Update button.
 

Saving the New Item

Once you complete entering all the information, click on the Save button at the bottom of the screen. The screen will navigate to the View Items screen, and a message will appear indicating that the item has been successfully created. It will also display the assembly name.

If you have more assemblies to create, you can select Save and add another checkbox before saving. On saving, the New assembly screen will appear again. 

 

Editing an Assembly

 

General Tab

The View/Edit Assembly screen will have three additional tabs - Inventory, Orders, and History. Also, the screen will have the following colored boxes:

 

Refer to Adding a New Assembly - General Tab, Prices Tab, Locations Tab, Sites Tab, and  Attachments Tab for more details.

 

Inventory Tab

The Inventory tab will display the assembly's Site, Location, Total In House, Total Checked Out, and Total Available details.

 

Orders Tab

The Orders tab will list the process orders (build order) and pick orders associated with the item. The orders tab will display the Order Type, Order Number, Order Date, Due Date, Order Status, Unit, Ordered Quantity, and Processed Quantity.

The Order Number is a link that will navigate to the View/Edit Pick Order screen / Build screen.

 

History Tab

The History tab will display all the transactions related to the assembly item. It will display the Transaction Date, Transaction Type, Site, Location, Quantity, Customer, User Transaction Date, Has Notes, and Has Signature.

Click on the Save button after updating the details in the View/Edit Assembly Item screen.

 

 

Deleting an Assembly

Note: You cannot delete an item that has a quantity or part of a Kit or a Bill of Material. A message "All Items could not be deleted" will appear on deleting.