Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Panel
bgColor#F9F8FA
titleColor#F0E400
borderWidth0
titleBGColor#464152
borderStylesolid

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.

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


Create an assembly

Section


Column
width50%
  1. Go to Manage > Inventory.
  2. On the Inventory Lists tab, click Add Inventory Lists.
  3. Select an Inventory List Category from the list.

    Tip
    titleNo 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 an Inventory List Name e.g. 'GPO Install'.
  5. Set the List Type to Assembly.
  6. Click Save (see image).


Column


Add assembly items

  1. To add items to an Assembly, click Edit Inventory 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.

    Info

    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.
  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, tick Use Inv Pricing to use the cost / sell already set in the properties of the Inventory Item.

    Note
    titleUse 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'.

    Tip

     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(red trash can) icon.
  11. Click Save.


Panel
bgColor#F9F8FA
titleColor#F0E400
borderWidth0
titleBGColor#464152
borderStylesolid

Edit or delete an assembly

Section


Column
width50%

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

  1. From the Inventory Lists tab, double click the Assembly or click Edit Inventory List (see image).
  2. Update the Assembly details and click Save, or Delete to delete the Assembly (see image).

    Note

    All items must be removed from the Assembly before it can be deleted.



Column

Image Modified




Panel
bgColor#F9F8FA
titleColor#F0E400
borderWidth0
titleBGColor#464152
borderStylesolid

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 Inventory List Items.
    Image Modified

  2. Click Use Wizard.
    Image Modified
  3. Select a Task Type and/or a Client.
  4. Click Run Wizard.
    Image Modified


  5. Remove any unwanted items by using the(red trash can) and click Save.



Div
classweblink standard_button_link


Clickable
linkhttps://aroflo.com/features/inventory-management-software/

View our Inventory Management product page



Div
class video standard_button_expand


Digi Accordion
expandedtrue
titleVideos


HTML
<div class="vimeo-container"><iframe src="https://player.vimeo.com/video/241992317" width="100%" frameborder="0" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe></div>




Panel
bgColor#F9F8FA
titleColor#F0E400
borderWidth0
titleBGColor#464152
titleOn this page

Table of Contents
maxLevel3


Panel
bgColor#F9F8FA
titleColor#F0E400
borderWidth0
titleBGColor#464152
titleRelated articles

Content by Label
showLabelsfalse
max5
spacesmyims
showSpacefalse
sortmodified
reversetrue
typepage
cqllabel in ("office","assemblies","assembly","task","lists","sor") and type = "page" and space in ("office","field","SiteAdmin","TM")
labelsmyims barcode

Page properties
hiddentrue


Related issues





Hide From Anonymous User Macro


Panel
bgColorWhite
titleColor#F0E400
borderWidth0
titleBGColor#464152
titleInternal AroFlo Notes

These notes are hidden to the public: