Skip to content
logo Knowledgebase

TASBooks - Creating assembly product records

Created on  | Last modified on 

Summary

Assemblies are products that are made up of a group of your other products.

Description

Although you can enter the details of assemblies in your product records, you can only build assemblies to take the various components out of stock if your TASBooks licence includes the Stock Control module.

Resolution

Create an assembly product record
    1. Click Stock, then click Products and Services, then click Maintain Products / Services.
    2. Enter a code for this assembly product.
    3. Enter a description for this product.
    4. In the Product Type drop-down, choose Assembly from the second drop-down list, choose Goods.
    5. Complete the rest of the product record, leave the Cost options blank.
    6. Click the Assembly Breakdown tab and complete the following information for up to 250 stock items:

      Code Press F2 and select the relevant product.
      Description The product's description automatically appears here.
      Type The product's type automatically automatically appears
      Bin No The product's bin number automatically appears here.
      Qty Enter the number of this product you want to include in the assembly.
      Cost The total cost of the product automatically populates here.
    7. Click Save, click Yes, then click OK.
    8. Click Cancel.

 

Build an assembly

This option is only available if your TASBooks licence includes the Stock Control module.

Before an assembly can be sold, or used as part of a sales order, you need to put the goods into stock.

    1. Click Stock, click Stock Movement, then click Build Assembly.
    2. Complete the following information:

      Code Press F2 and select the relevant assembly.
      Description The description of the assembly automatically appears here.
      Date Enter the date you want the assembly to appear in stock.
      Qty Enter the number of the assembled products you want to add to your stock.
      Max Stock This value is made up of the number of assembled items currently in stock plus the number of possible assembled items from the regular items in stock.
      Max Available The maximum number of assemblies you can create from the regular items in stock appears here.
      Cost Price The standard cost the assembly automatically appears here.
      GMV Enter a GMV number if applicable or a reference.
    3. Click Save, then click OK.
    4. Click Cancel.

The quantity in stock and the stock value for this assembly product automatically updates on the product record. You don't need to do anything further.