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Add an assembled item of the Assembly type

You add an assembled item of the Production type. You track the stock of both the assembled item and its components (articles). Profit registers any articles that are used as parts in an assembly as ‘consumed’.

You can also use the UpdateConnector to add assembled items.

To add an assembled item of the Assembly type:

  1. Go to: Order Management / Item / Assembled item.
  2. Click on: New
  3. In Assembled item type, select Production.

    Profit now includes the assembled item in the stock as an article. In the assembly, Profit registers the components of the assembled item as 'consumed'. The Track stock check box is selected and cannot be changed.

    You can also select Explosion or Product as the assembled item type. These options are described separately. Each of these types has specific properties such as whether or not stock is held.

  4. Enter an Item code and a Description.
  5. Select the Changeable description check box if, for example, you still want to be able to change the description when adding an order.
  6. Select the Article group the article belongs to. Per article group, you record how Profit should process purchases and sales in Profit Financieel.

    You cannot select the Generate order lines check box. If this check box is selected, the order lines for all articles in the assembled item are added to an order. This is only allowed for assembled items of the Explosion type.

  7. Select the Basic unit. You can record order lines in this basic unit and it is used for the stock valuation. You can later on deviate from the basic unit, if necessary.
  8. If applicable, enter a Price factor other than 1. The price factor determines whether the price is for one article or for several; so if the price factor is 100, the price is divided by 100 if you only sell 1 article.

    You might use a price factor, for example, if you are selling small articles in large packaging. The actual price for a paperclip could be € 0.0001, but you sell them per 1000 at a price of 10 euro cents. In that case you enter 1000 as the price factor.

  9. Select the VAT rate group. Based on this, among other things, Profit determines the VAT for the invoice.
  10. Complete the remaining fields.

    Item_Assemblage-samenstelling toevoegen (15)

  11. Add the parts.
  12. Go to the tab: Extra.
  13. Enter the Settlement price or select the Automatically determine transfer price check box.
  14. Select the purchase contact.
  15. Select a Barcode type if you want to identify the assembled item using a barcode.
  16. Enter a value in Barcode.
  17. Go to the tab: Article type.
  18. Select a value for 'CBS' goods code.
  19. Go to the tab: Stock.
  20. In Stock profile, select a combination of settings for the stock check and replenishment, and the order proposal and allocation.

    By default, Profit supplies a number of common stock profiles. You can also add your own stock profiles.

    If you are using the stock replenishment stock profile to keep the stock at the correct level, enter the minimum stock and the level up to which Profit should replenish the stock.

  21. If you did not select a stock profile, complete the fields for checking and replenishing the stock.

    If your settings match the settings in one of the default stock profiles, Profit automatically links the stock profile.

  22. Click on: Finish
  23. Next, you can start assembling the assembled item of he Assembly type.

Directly to

  1. Assembled item
  2. Add an 'assembly' assembled item
  3. Add an 'explosion' assembled item
  4. Add a 'product' assembled item
  5. enter stock
  6. Replace a part in an assembled item
  7. Copy an assembled item
  8. View an article in an assembled item
  9. Assembled item with a serial number/lot number
  10. Automatically determine the fixed settlement price
  11. Import an assembled item

Process

Assembled item

Work area

item