TASBooks - Creating assembly product records

Assemblies are products that are made up of a group of your other products. You can create assemblies that consist of up to 250 different regular stock items.

There's two parts to creating an assembly:

  • Creating the assembly product record.
  • Building the assembly, for example, taking the regular products items out of stock to create the assembled item.

Note: Although you can enter the details of assemblies in your product records, you can only build assemblies to take the various components out of stock if your TASBooks licence includes the Stock Control module.

The following steps contain everything you need to create assembly product records in TASBooks.

To create an assembly product record

  1. Stock > Products and Services > Maintain Products / Services (option 511).
  2. Code > enter a code for this assembly product.
  3. Desc > enter a description for this product.
  4. General Information tab > General > Product Type > choose Assembly > from the second drop-down list, choose Goods.
  5. Complete the rest of the product record as required.

    Note: Leave the Cost options blank as these are automatically updated every time you retrieve, change and re-save an item that is part of an assembly.

  6. Assembly Breakdown tab > complete the following information:
  7. Code Enter the code of the product to be included in the assembly. Alternatively, press F2 > select the relevant product.
    Description The product's description automatically appears here. You can't edit this option.
    Type The product's type automatically automatically appears here. You can't edit this option.
    Bin No The product's bin number automatically appears here. You can't edit this option.
    Qty Enter the number of this product you want to include in the assembly.
    Cost The total cost of the product automatically populates here. You can't edit this option.
  8. To save the assembly > Save > Yes > OK.
  9. To close the Maintain Products / Services window > Cancel.

To build an assembly

Note: This option is only available if your TASBooks licence includes the Stock Control module.

Before an assembly can be sold, or used as part of a sales order, you need to create, or build, the goods, i.e. put the goods into stock.

  1. Stock > Stock Movement > Build Assembly (option 522).
  2. Complete the following information:
  3. Code Enter the code of the assembly. Alternatively, press F2 > select the relevant assembly.
    Description The description of the assembly automatically appears here. You can't edit this option.
    Date Enter the date you want the assembly to appear in stock.
    Qty Enter the number of the assembled products you want to add to your stock.
    Max Stock This value is made up of the number of assembled items currently in stock plus the number of possible assembled items from the regular items in stock. You can't edit this option.
    Max Available The maximum number of assemblies you can create from the regular items in stock appears here. You can't edit this option.
    Cost Price The standard cost the assembly automatically appears here. You can't edit this option.
    GMV Enter a GMV number if applicable or a reference.
  4. To build the assembly > Save > OK.
  5. To close the Build Assembly window > Cancel.

Note: The quantity in stock and the stock value for this assembly product automatically updates on the product record. You don't need to do anything further.

The following steps contain everything you need to create assembly product records in TASBooks.

To create an assembly product record

  1. Stock > Products and Services > Maintain Products / Services (option 511).
  2. Code > enter a code for this assembly product.
  3. Desc > enter a description for this product.
  4. General Information tab > General > Product Type > choose Assembly > from the second drop-down list, choose Goods.
  5. Complete the rest of the product record as required.

    Note: Leave the Cost options blank as these are automatically updated every time you retrieve, change and re-save an item that is part of an assembly.

  6. Assembly Breakdown tab > complete the following information:
  7. Code Enter the code of the product to be included in the assembly. Alternatively, press F2 > select the relevant product.
    Description The product's description automatically appears here. You can't edit this option.
    Type The product's type automatically automatically appears here. You can't edit this option.
    Bin No The product's bin number automatically appears here. You can't edit this option.
    Qty Enter the number of this product you want to include in the assembly.
    Cost The total cost of the product automatically populates here. You can't edit this option.
  8. To save the assembly > Save > Yes > OK.
  9. To close the Maintain Products / Services window > Cancel.

To build an assembly

Note: This option is only available if your TASBooks licence includes the Stock Control module.

Before an assembly can be sold, or used as part of a sales order, you need to create, or build, the goods, i.e. put the goods into stock.

  1. Stock > Stock Movement > Build Assembly (option 522).
  2. Complete the following information:
  3. Code Enter the code of the assembly. Alternatively, press F2 > select the relevant assembly.
    Description The description of the assembly automatically appears here. You can't edit this option.
    Date Enter the date you want the assembly to appear in stock.
    Qty Enter the number of the assembled products you want to add to your stock.
    Max Stock This value is made up of the number of assembled items currently in stock plus the number of possible assembled items from the regular items in stock. You can't edit this option.
    Max Available The maximum number of assemblies you can create from the regular items in stock appears here. You can't edit this option.
    Cost Price The standard cost the assembly automatically appears here. You can't edit this option.
    GMV Enter a GMV number if applicable or a reference.
  4. To build the assembly > Save > OK.
  5. To close the Build Assembly window > Cancel.

Note: The quantity in stock and the stock value for this assembly product automatically updates on the product record. You don't need to do anything further.