Synopsis:

  • What is the Manufacturing module?
  • How is an assembly item different from a kit?
  • How do I make a new assembly item?
  • How can I create substitution rules for my components/ingredients?
  • How do I turn assembly items into finished goods?
  • Can I make reorder alerts for Assembly items?

 Webinar transcript

APT University – Creating an Assembly Item (Bill of Materials)

(Show Title Slide)

Hello and welcome to AdvancePro University.   Today we’re going to discuss an important area of the Manufacturing Module,  Creating an Assembly item.

For those of you who are new to AdvancePro Manufacturing.   The Assembly item is a Product that you manufacture from a number of components.  Like a regular Product, you can still buy an assembly item from a vendor, but you can also specify a recipe or bill of materials and build the product yourself using our manufacturing tools.

(Show MFG Panel)

So The Manufacturing Module has two main components,   The Assembly Item which offers a set of instructions,  and The work order,  which is a transactional event which follows those instructions to create the finished product.   Work orders form a queue so your manufacturing Team can see their work laid out for them, similar to the warehouse team.

To create an assembly item, you can import it from an excel file or from an assembly in quickbooks, we’ll be covering these in Later AP university sessions.  To manually create the assembly item, navigate to the Manufacturing panel, and click on  Create Assembly item.

Today, we’re going to go through the options on an existing product.

(click on View Products)

So from view products you’ll see a little legend of item types,  you can click on each type to filter products accordingly.

(Click on Edit)

Just like a regular Product, every assembly item gets a name and a sku,  optionally you can set your descriptions for online sales as well.  

(next tab)

So this next tab – BOM info is where we have a big departure from a standard item.

You’ll see we can add several components at different quantities. If you track items by weight or volume, these can easily be pounds or Litres as well.  And you can specify down to 4 decimal points.  We also have four types of items you can use.

The first component or BOM item type is BASIC – This means that this is required for every product, every unit of assembly item that gets built.

We also have Addons, Variables, and Addon/Variables.   These are where parts may or may not be used, or may be used in varying amounts.

Finally, even for basic items,  we can set up substitution rules.  

For those of you in automotive or electronics manufacturing, you might only use Basic items, but for the food industry – substitutions and variables might be crucial.

These different rules can be set up to allow for a massive amount of customization at the work order level, so we can track the costs for the product as each work order is completed.  

We can also add products to the work order on the fly as necessary, as we’ll see when AP University covers the Work order.in a future webinar.

(Next tab)

The  cost is , by default determined by the sum of the basic components,  you can also add an adjustment line to account for labour.

At this point we can set our selling price, mark for sale on the B2B, and set volume discounts as well.

On the next tab we can set a vendor – if we want the option of buying this product from a co-packer, for example.

From here,  we move into settings you may be familiar with from standard item setup. Including customer pricing, Reorder alert levels (which can be used to create work orders or order from a vendor), Lot and serials Management, setting an image,  and cross seller management.

This concludes our Lesson,   At this time we would like to welcome any questions.   In order to ask a question navigate to the questions tab on the Gotowebinar panel.

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