Purchase or assemble an assembly

You can specify that sometimes you want to do the assembling yourself and sometimes you want to purchase it. When a stock shortage occurs, you have to decide if you are going to assemble yourself or purchase. Based on the sales order, you then generate an order proposal or an assembly proposal. For example, if you are in a hurry, you can choose to purchase via the order proposal. However, if the costs are lower when you do the assembling yourself, you are probably more likely to choose the assembly proposal.

To set an assembly for purchase or assembly:

1. Go to: Order Management / Item / Assembled item.
2. Add a new assembled item.
3. Open the properties of the assembled item.
4. Go to the tab: Stock.

   

5. Complete the fields.
6. In Stock profile select a stock profile with stock replenishment, for example Small qty in stock, purch large orders immediately or Always in stock or High turnover rate / Bulk purchase.
7. If you do not select a stock profile, you must set the fields manually:
   1. In Order proposal with sales, select one of the options Always (entire order line processed via purchase order) (A) or Always ask (regardless of stock shortage) (S).
   2. Select the Stock replenishment check box.
   3. Select Check for available stock (sales order and packing slip) for Stock check.
8. In Minimum stock, enter the minimum stock level for the item, for example, 1.
9. In Supplement to enter the stock level up to which you want to assemble/purchase new items, for example, 2.
10. Select Purchase or produce for Stock replenishment method.
11. Click on: Finish.

To add a sales order:

1. Go to: Order Management / Sales process / Sales order.
2. Add an order for this assembled item.
3. Click on: Yes.
4. Complete the order.

You can now choose if you are going to generate an order proposal or an assembly proposal. Whatever you choose, the assembled item will be displayed. However, once you have selected one of the methods, the assembled item will no longer be displayed using the other method.