Build Assembly Item

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

Once new Assembly Items are added (refer Adding a New Assembly), you can "build" your Assembly Items as needed. Building Assembly Items can be thought of as the "manufacturing" portion of the Assembly Item feature.  When you Build an Assembly Item, the on-hand amounts for the sub-items are reduced by the number needed to make the Assembly Item, and the on-hand amount for the Assembly Item is increased.  Assembling/Building Assembly Items increases inventory for the Assembly Item in the same way that adding increases inventory for other item types.

Building an Assembly Item is a two part process.  First, you will select which Assembly Item you want to build (add inventory to), next you will remove the sub-items from inventory.  In other words, since your Assembly item is made up of other items, you have to remove the sub-items in order to add inventory to the Assembly Item.

Keep in mind that while you can add Assembly Items through the Adjust and Audit functions, doing this will not affect the inventory amounts for the sub items. You should only add Assembly Items using these functions if you want to add inventory to an Assembly Item due to a return or Audit discrepancy. To increase your inventory for an Assembly Item and decrease your inventory for the sub-items, use the Build feature.

To Build Items:

1. Click on the Products > Build.

2. The Build screen will appear.

3. Assembly

Note: Several fields in this section can be "locked". When a field is locked, it will retain the information you entered through subsequent transactions. This is useful if you are adding multiple assets to a location or checking out multiple assets to a single customer. To lock an individual field, click on the lock icon. You can select the Lock All button to quickly lock all fields that have the icon. Select Unlock All to unlock the fields, allowing you to add new information. Click here for information on how to Lock fields.

• Build Name - Select the Build Name.
• Assembly Item # - Choose/Enter the Assembly Item you want to build.
• The Alt Number and Description will populate based on the Assembly Item you select.
• Reference Number - Enter the reference number.
• Quantity - Enter the quantity you want to build.
• The Cost is automatically calculated based on information entered for the components. This Cost reflects the cost of the entire Assembly Item (including sub-items). Cost is per build and is a required field.  The Total Cost is the total cost based on the quantity being built.  
• Put Location - Enter a Location for this Assembly Item. If a primary location was set for this Assembly Item on the New/Edit Assembly Item screen, the location will automatically appear here. You can change this location as needed.  
• If you setup any Track By fields when you created this Assembly Item, the Track By section will be enabled. These Track By fieldsIf this item has track bys set, a button labeled Tracking Details will appear: Refer Tracking Details.
• Click on the More Options. Enter Notes, if any.
• Click on the Add button to add this Build to the list at the bottom of the screen.

• To update the added Item details, click on the item in the bottom grid. The Item Details will get populated. Make the changes and click on the Update button.

• When done, select the Build that you want to pick items for, by selecting the checkbox in front of the listing, then click the Next button or click the Pick Items tab.

Note: The Save and Continue button will appear only for Assembly and Pick Items tab. You can Save the changes (in draft form) by clicking on the Save and Continue button. You can re-access the order by selecting it from the View Build Orders screen.

4. Pick Items

• Click on the Edit Item to view the additional fields

• Click on the Items under Bill of Material and the information related to the Bill of material will get populated in the Edit Item grid.
• InventoryCloud will show the Available items at the selected Pick Location. Click Tracking Details to view any track by fields for this item.

• Make the changes and click on the Update button.

• Click on the Previous button to access the Assembly tab or click on the Next button to access the Assign Tracking tab.

Note: The Save and Continue button will appear only for Assembly and Pick Items tab. You can save the changes by clicking on the Save and Continue button.

Note: The Assign Tracking tab will not open if there is any error in the Pick Items. A message will appear indicating the error in the Pick Items.

The Bill of Material should have green check mark to view the Assign Tracking tab.

5. Assign Tracking - This is where you can add tracking information for the assembly item as a whole (all of the component parts will be tracked together). The appearance of the Assign Tracking tab will vary depending on a number of factors:

• If the Assembly Item does not have trackbys and its sub items do not have trackbys,then Assign Tracking will not show the Assign Picked Items button or the select Build button.

• If the Assembly Item has trackbys, but the sub items or Build of Material items do NOT have trackbys, then the last tab displays Assign Picked Items in gray. You do not need to select the greyed out boxes. You only need to select the Build button.

• If the Assembly Item has Tracking Details and the sub items also have Tracking Details, then the Assign Tracking tab displays the Assign Picked Items boxes in red. In this scenario, you need to click on the Assign Picked Items buttons.
  
  
  
• Select the first Assign Picked Items button. "The Assign Picked Items For:" screen will appear.
• Select the first item in the Item # drop-down list, enter a quantity, then select OK.
• Repeat until the Item # drop-down list is empty. then select Done.
• The Assign Picked Items button is now gray. Repeat on remaining items.
  
  

5. Print Receipt Checkbox - Once the Assembly and Pick Items tab is updated correctly, the print receipt checkbox will appear. Click on the checkbox to print a receipt. If you want to change the receipt header name, enter the name in the text box next to the checkbox. Note: In case the pop-ups are blocked and you are unable to view the print receipt, Refer Popups and Redirects to allow pop-ups and to view the print receipt.
6. Click on the Build button. The Build button will appear only when you are in Assign Tracking tab. To access other tabs, click on the Previous button.