Assemblies

Accessing Assemblies

The main Assemblies page can be accessed through the Assemblies Tile. Assemblies allow you to transform multiple Part Numbers into one Part Number.

On the Assemblies page, you may:

• Create new Assemblies
  
• Order, search, edit, and archive Assemblies
• View archived Assemblies
• Create a new Assembly
• Create a full Assembly tree at once
• Open created Assemblies to view/edit related details

Creating Assemblies

There are two ways to create Assemblies. You can either create a single Assembly, or you can create multiple Assemblies at once, to design an Assembly Tree. Assemblies can be designed within a Sales Order as well as from the Assemblies tile.

New Single Assembly

By clicking the 'New Assembly' button, you will be able to design one Assembly, with a single output and it's Assembly components. Giving the Assembly a name will make it easier to search for.

Some notable details:

• "Billable" refers to allowing the Assembly to be added as a Sales Order line item.
• You can add any amount of component Part Numbers.
• You may check the Assembly name as well as the output/input parts to see if they already exist.

New Assembly Tree

By clicking the "New Assembly (Multi)" button, you will be able to design an Assembly tree that includes multiple Assemblies and components.

Creating multiple Assemblies at once begins with selecting a root Part Number. This is the final output of all of the combined parts in the levels below. In this dialog, you are able to create multiple levels of Assemblies and view the full tree as you go.

The clickable icon buttons available on an Assembly Tree are:

1. Edit Assembly: Ability to change the details of the Assembly.
2. Configure Process: Ability to select/change the Process the Assembly will go through.
3. Manage Opt-In/Outs: Ability to opt in and out of specific nodes of the chosen Process.

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