[Document] Creating Kits as Assembly Items

When we sell kits that contain several Finished Good items, we set up these kits as “Assembly Items” and then sell them via Sales Orders.

First, some system set up needs to be done. Please talk to your Wye Print consultant.

After that, we can setup and test the items.


To set up a new Assembly Item:

1. Open the Items page and create a new Item (or copy from a similar assembly item you already have).
 

A - Follow your “Assembly Item” numbering rule to assign a new Item number.
B - Enter the kit Description (there may also be a “Description 2” field)
C - Set the Base Unit of Measure to “pieces”
D - Make sure the Search Description reflects the new Item Description

Make sure the “Costs” and the “Prices” are updated. These costs and prices would be “PER EACH KIT”.



2. Scroll down to the “Replenishment” fast tab.
Make sure the “Replenishment System” is set to “Assembly” and then set the “Assembly Policy” to “Assemble-to-Order” (If you copied your new Item from another “Assembly Item”, these fields will be already set).

 

Click on this “No” link:
 


A new blank window will open. Click the “+New” button to add the other Finished Good items that will be inside this kit.

 


On the new line, set the “Type” to “Item”:

 



Select a Finished Good item in the “No.” field:




Then set the quantity of this item in a single kit + select the unit of measure.
For example, if we have 4,000 pieces of an item in our kit, then we can show that in the following 2 ways:

Option 1:
 


Option 2:



 
The calculations will be correct either way, but it depends on how you wish to present the sale of an item on the Sales Order.


Proceed by adding more items. 


 

When done, close the window.




On the Case Card, you will see that the "Assembly BOM" link now says “Yes”:

 

* Note: you can add / remove / exchange the items that go into this kit later on, on the Sales Order.
So, on the Item Card we set the “standard” items and quantities, then adjust them one the Sales Order.



3. Scroll down to the “PrintVis General” fast tab and make sure the right Customer has been assigned to this new Item. Use the “Sell-to No.” field for this purpose:
 
 



Test the setup

1. Create a new Sales Order and add the “Assembly Item” into it:


 



2. Add the quantity of kits to be sold into the “Quantity” field:




3. Hit “tab”. 

If you get this message, that means at least one of the items has an insufficient “Quantity on Hand”:



You can click on “Yes” to see the details.

At this point, please make sure you have enough of both Items before you proceed further.
If you know that you have enough of an item on hand but are still getting this message, make sure that the item has been placed into the correct location.




4. If you need to adjust the standard kitted item quantities or add / remove the items in this kit, go into “Assemble-to-Order lines” by following this path:
 

You will see the 2 default items we’ve specified when we set up the Assembly Item.
Here you can adjust the default “quantity per kit” on each item, or you can remove items or add more items.

If there is an issue with item availability, you will see the warning in the “Avail. Warning” field.

 


5. Back to the Sales Order. If any of the kitted items had a price or a cost changed, you can select “Roll Up Price” and “Roll Up Cost” to update them in your Sales Order.

 



6. ”Post” the Sales Order.


 
All related transactions will happen automatically – and a Posted Sales Invoice will be created.



7. You can check the “Posted Assembly Orders” page to see the Assembly Item posting detail.


 


 

Go to “Order” – “Statistics” to see the “standard”, the “expected” and the “actual” costs:


 



8. On the “Items” page, the system will update the counts:

 

“Drill down” on the “Quantity on Hand” to see the transaction detail: