New Assembly

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

Assembly Items are a product you can create in InventoryCloud from other items in your inventory. The Items are removed from inventory to make the product. Youc an create Assembly Items using Inventoried, Non-Inventoried, Service items and other Assembly items. We recommend you read the Assembly Overview topic before you begin creating Assembly Items.  

This topic discusses:

Accessing the New Assembly Screen

Adding a New Assembly

• General Tab
• Bill of Materials Tab
• Prices Tab
• Locations Tab
• Attachments Tab
• Saving the New Item

Editing an Assembly

Deleting an Assembly

Accessing the New Assembly Screen

Click on the 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 having to print and affix 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 you have the Automatic Item Numbers option 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 number 1001, the next number will be 1002. For further information on this option, please refer to the Settings topic
2. Alt Item Number (optional) - Enter an alternate item number.
3. Description - Enter a description.
4. Category - Select the category. This field is optional and provides another way to sort and group your items. The categories you have already created will appear in a drop-down list.
5. 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.
6. 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.
7. Tracking - This contains checkboxes which determine whether the Serial Number, Lot, Date Code of an item 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 you are 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 track by 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 that 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.

• Serial Number - Serial Numbers must be unique for each item and limit you to managing one item at a time. If the Only on Invoicing checkbox is selected, the serial number is only tracked on invoices (not check-ins, check-outs, etc.). Example - Equipment such as printers and radios or anything for which you need to know which specific item you are using.
• When you click on the Serial Number checkbox, a text box will appear below Auto Generate Serial Number. Click on the Auto Generate Serial Number checkbox to automatically generate the serial number. Click on the Format button to format the serial number in the Settings > Number Series screen.

• Lot - These numbers are provided by the manufacturer to indicate from which batch these items were made. Example - Medical Supplies, Pharmaceuticals, Food products.
• Date Code - Date Code track the expiration or other "use by" date. Example - Food, Chemicals.

8. Additional Required Field - This section contains checkboxes which 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.
9. 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.

• Stocking Unit - Select the stocking unit. Examples: bag, barrel, basket, block, bottle, box, carton, container, drum, gallon, jar, pack, package, pallet, section, tub, vial, etc. When entering the stocking unit, you need to pick the smallest unit of measure that you will use to remove a whole item.  A good test to use when deciding what the stocking unit should be is to think about what your answer would be if you were asked to count how many of this item you have.  If the answer is 100 feet of rope "feet or "ft" is the stocking unit. If the answer is 20 scanners, then "each or "ea." is the stocking unit.  Each is common when the unit itself is not a standard unit of measure.  If the answer is 100 boxes of nails then "box" or "bx" is the stocking unit. Refer How to use a Units of Measure of different types
• Sales Unit - This is the unit of measure used when you sell an item. For example - you may have a stocking unit of Carton which holds 10 boxes of nails, but sell them by the box. In this example, the Sales Unit would be the box. Refer How to use a Units of Measure of different types

10. Pricing

• Cost (Required) - Cost specifies the amount your company paid to get this item into inventory. Cost handling in InventoryCloud is designed to show you the average cost and current value of your inventory. You can use this cost information for other purposes as well, such as determining pre-tax and purchase order totals and receiving totals. This amount represents your cost for purchasing one of the base units for this item. If one Barcode Laser Scanner costs $300.00 you will enter 300 into the cost field.  If you have items in your inventory that are sold in fractional quantities, you will need to decide which stocking unit to use. For example, if you have Rope as an item and it costs you $0.12 a foot, you would enter 12 in the Cost field and Feet as the Stocking Unit (entered on the Additional tab). If you rarely sell the rope in exact multiples of feet, you may want to enter your Stocking Unit as Inches, since this is the lowest unit measured, and enter your cost per inch in the Cost field. It is up to you how you want to calculate this; however, you should make sure that the Cost you enter is the cost for one whole Stocking Unit (either Feet or Inches, in our example). Keep in mind that you can enter a new cost on the Add Inventory screen if you purchase this item at a discount. For a detailed description for using Cost Tracking and Average Costing, please click here.
• Sales Price - This field specifies the price at which you sell an item. This field is for your information only and is not included in any reports. The price entered here is the price that appears in the Price field on Pick Orders. Note: If you want to lower prices on this and/or other items for a "sale period" at some point, you can quickly do this using the  Mass Update feature.
• Cost Method - Select how you want InventoryCloud to calculate cost for this item. Options are:
• Moving Average - When this method is used, the average cost of a particular item is recalculated based on each purchase.  Cost is calculated on the item level.
• FIFO - When this method is used, the inventory that is added first is removed first. Cost is calculated on the item level.
• LIFO - When this method is used, the inventory that is added last (most recently) is removed first.  Cost is calculated on the item level.
• List Price - This field specifies a manufacturer's list price for an item.  This field is for your information only and is not included in any reports.
• Average Cost - This is a calculated value that averages the cost paid for the current Quantity. This will be blank when you are entering a new item, but will appear when you are viewing the Edit Item screen for an item that has inventory (quantity). When calculating Average Cost, the software does not include records that have an average cost of zero.  When you run an Inventory Cost Report, the software does include zero cost quantities when calculating Total Cost.
• Tax Code - You can optionally select whether this item is taxable or non-taxable.  

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

• Click on the Attach Photo button. The Attach Files screen will appear.
• Click on the Select Files button.
• Drag and Drop - You can drag a file from a folder in Windows Explorer and drop it into the Attach Files window. Make sure the Select Files area is highlighted before dropping.

• Select Files - Click the Select Files button to open the standard Windows Explorer window. Navigate to the file you want to add, then click Open. The files you attach will appear in the window:

• Click on the Attach button. The photo will appear in the photo section. Click on the Change Photo to access the Attach Files screen and to select a different photo.

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 quantityof 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.

• Scrap on Disassembly - Select this checkbox if you want InventoryCloud to scrap this item if the Assembly item is disassembled.

Note: Disassemble feature is planned, but not currently implemented. You can maintain the “Scrap' property but until the Disassemble feature is released, the property has no effect.

5. 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.

6. Similarly, add more items to complete the bill of materials.
7. 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 drop down. 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 net to it and then click on the Remove button.
   
   
   

Locations

The locations tab allows you to assign this assembly to specific locations.

To add a location:

1. Location - Enter or select the location. Click on the New button to add a new location. The New button will navigate to the New Location screen.

• 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.

2. Min Qty - Enter the minimum number of this item that you want to have in stock for the selected site and location. This number can be 0 or a positive number, negative numbers are not allowed.
3. Max Qty - Enter the maximum number of this item that you want to have in stock for the selected site and location.  This number can be 0 or a positive number, negative numbers are not allowed.
4. Reorder Qty - Enter the number at which you want to reorder this item for the selected Site and 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.  
5. Add Notification - If you would like InventoryCloud to notify you when inventory for this item falls below the minimum stock level at this location, click the Add Notification button.
6. Click on the Add Location button. The location will be added to the list at the bottom of the screen. You can remove a location by selecting the checkbox in front of the listing, then click the Remove button.

Attachments Tab

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

Adding an Attachment:

• Click on the Attach Files button. The Attach Files screen will appear.
• Click on the Select Files button.
• Drag and Drop - You can drag a file from a folder in Windows Explorer and drop it into the Attach Files window. Make sure the Select Files area is highlighted before dropping.

• Select Files - Click the Select Files button to open the standard Windows Explorer window. Navigate to the file you want to add, then click Open. The files you attach will appear in the window:

• Click on the Attach button.

Delete an attachment:

To delete an attachment from the Attachments tab click on the trash can icon next to the attachment you want to delete.


Edit an attachment name:

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


The File Name becomes editable.



Make changes as needed, then click 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 View Items screen and a message will appear indicating that Item is successfully created and it will also display the Item number.

If you want to create a new assembly after saving the existing item, then click on the Save and add another checkbox before saving. On saving, the New assembly screen will appear again along with the save message indicating that Item is successfully created and it will also display the Item number.

Editing an Assembly

• To edit an assembly, Click on Item > View Items.
• Search for an assembly that you want to edit.
• Click on the item number.

• View/Edit Assembly screen will appear.

• The View/Edit Assembly screen will have additional tabs - Inventory and History. Also the screen will have following coloured boxes:
• In house - indicates that how manyitems you have
• Available - indicates that In-house qty - Checked out qty
• Checked out - indicates that how many are currently loaned out
• Committed - indicates that how many are on pick orders, but haven’t been picked yet
• Buildable - indicates that how many items are buildable.
• Edit the fields that need an update. Refer Adding a New Assembly for more details.
• Click on the Save button.

Deleting an Assembly

• To delete an assembly, Click on Item > View Items.
• Search for an assembly that you want to delete.
• Click on the checkbox next to the item number and click on the Delete button. A confirmation screen will appear. Click on the Delete button again.

Note - You cannot delete an item with quantity in it. If you try to delete such an assembly, a popup message will appear indicating that the item cannot be deleted