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Assemblies allow you to specify a list or kit of items that can be used in a quote or task. Existing inventory items can be added to the list in set quantities, while custom cost and sell pricing can be set for each item, or existing inventory pricing used. Labour units can be set against list items, which will be applied when the Assembly is used in a quote.

For example, quoting installation of a new power outlet may require multiple items in specific quantities. These items can be included in an Assembly, and added to a quote as a single group rather than individually. Any labour component will be included against the items and costed separately.

  • Faster quoting using pre-configured lists or kits.
  • Easier to book materials while working on a job.

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Create an assembly

  1. Go to Manage > Inventory.
  2. On the Task Lists tab, click Add Task Lists.
  3. Select a Task List Category from the list.

    No categories?

    Assemblies, Task Lists and SOR Lists have their own categories panel. This is because these categories contain lists with multiple items.These categories can be added the same way as in the Inventory tab.

  4. Enter a Task List Name e.g. "GPO Install".
  5. Set the List Type to Assembly.
  6. Click Save.

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Add assembly items

  1. To add items to an Assembly, click Edit Task List Items.
  2. Click Add items.
  3. Use the search fields at the top of the list to locate the required item and click to add the item to the Assembly.

    Inventory Items set as SOR items will not appear for use in an assembly.

  4. Repeat for each item required, then close the list.
  5. Click Save Changes.
  6. Set the quantity (Qty) levels required for each assembly item.
  7. Update the Cost price if a discount is received when purchasing the item as part of an Assembly. Alternatively, t ick Use Inv Pricing to use the cost / sell already set in the properties of the Inventory Item.

    Use inventory pricing

    If the Use Inv Pricing box is not ticked, the prices for each inventory item inside this assembly will not update when the inventory price gets updated.

  8. Set the labour hours per part under the Lab heading. These will be applied per unit when the Assembly is used in a Quote.
  9. In the Settings area, set the Quote/Task/Invoice pricing to use either "Cost", "Calculated Cost" or "Sell".

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     If "Cost" or "Calculated Cost" is selected, the Item will apply the percentage Markup currently set against the inventory item. If "Calculated Cost" is selected and no Calculated Cost Type is set against the item in inventory, then the sell price will be $0.00.

  10. To remove any unwanted items from the Assembly, click the(delete) icon.
  11. Click Save.

Edit or delete an assembly

To edit the details of an assembly such as the Task List Name or Task List Category, or to delete an Assembly:

  1. From the Task Lists tab, select the Assembly.
  2. Click Edit Task List.
  3. Update the Assembly details and click Save, or Delete to delete the Assembly.
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    All items must be removed from the Assembly before it can be deleted.

Using the Wizard

The Wizard can be used to auto-add items to a new Assembly based on past usage in the system.

  1. Click Edit Task List Items.

  2. Click Use Wizard.

  3. Select a Task Type and/or a Client.
  4. Click Run Wizard.

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  5. Remove any unwanted items and click Save.

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