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Compile a basic assembly

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Compile a basic assembly
  1. Create or edit a product as described in Create and edit products.
  2. On the Setup page, click the Assemblies tab.

  3. Click Edit.
  4. Add components to the assembly:
    1. Click the Add Product Assembly button.

    2. In the new row that appears in the Components list, type or select the Product number you wan to add, and then press the Tab key.

      The Unit of Measure auto-populates.

    3. Type the Quantity of that component required to complete the assembly.
    4. To add comments or instructions, click the Notes check box, and then type notes, and click Save.

      .

    5. Repeat these steps for as many components comprise your assembly.
  5. Price your assembly.
    • From the Rollup Option list, choose how to price the assembly, based on
      • None: Set a price for the assembly on the Main page of the product master. See Add main product and price information.
      • Price: The price of the assembly is the sum of the price of all components.
      • Cost: The cost of the assembly is the sum of the cost of all components.
      • Both: Both the cost and the price of the assembly are based on the sum of the components.
    • To add a percentage of the total to the final cost, type that amount in the Rollup Markup % box.
  6. To include each product within the assembly individually as well as the assembly product number on the sales order and ship confirmation, including both the quantity and the bin location of these components, select the Print on Sales Order check box. This information does not print on the customer invoice.
  7. To attach a PDF file to the assembly, beside Attachment, click the folder icon and navigate to a local path, or click the magnifying glass and select a file that has already been uploaded.
  8. Click Save.
  9. If you are creating a new assembly, you will be prompted to specify the remaining required data, including a product Description and Product Line. Click OK, and Inform ERP will open the Main tab of the product Setup, where you can specify this information.

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