Here is a guide on how to assemble your Assembled SKUs and how to disassemble them.
If your business uses bundles in its operations (see: What is the difference between a Prepack, a Case Pack, and a Bundle?), it will be useful to be able to assemble and disassemble them in bulk.
Warning: it's critical before proceeding that the SKUs you are assembling are designated Assembled SKUs and not Bundle SKUs. Here's an article explaining the difference between the two.
Before doing this, you will need to create an Assembled Bundle SKU.
Assembling Bundles
First, in ERP, go to Inventory > Product Assemble.
This will open your Product Assemble List. Click Apply to see your past assemblies. To create a new one, click Add.
From here, you can start your assembly from scratch, or you can load it from a sales order.
Creating an Assembly from scratch
In the General section, make sure the WHSE (warehouse) # is correct. If this is a temporary assembly, enter Start and End Dates. If not, make sure those fields are clear. Enter any description or notes you'd like. The status should be Pending.
Warning: If this is a bundle you intend to keep (i.e., not for a limited time), you must make sure these fields are left blank. If there are dates in there, hover your mouse over the date and click the little "x" icon that appears. If you don't clear these dates, the bundle will disassemble automatically on the End Date.
In the Bundle tab, enter which Assembled SKU(s) you wish to assemble in the SKU column. Enter the quantity in the Bundle Assemble Qty column.
The Bundle Detail tab will show you a breakdown of exactly how much of which item will be needed to assemble these bundles.
When you're done, click Save.
Click Yes.
This will create a request for WMS to complete the assembly. If you do not use WMS, change the mode to Close and click Close.
Click Yes.
Caution: Do not do this if you use WMS - there is another step for that process.
Loading from a sales order
In the upper right-hand corner, click +Load from S/O.
Search or click Apply to find the S/O you wish to load. Click on it once it appears in your search results.
If the sales order contains any non-Assembled type SKUs, they will be omitted from this function. This is for Assembled Type SKUs only. Any Assembled SKUs in the order will now appear in the Product Assemble Management Bundle tab.
The Bundle Detail tab will show you a breakdown of exactly how much of which item will be needed to assemble these bundles.
When you're done, click Save.
Click Yes.
This will create a request for WMS to complete the assembly. If you do not use WMS, change the mode to Close and click Close.
Click Yes.
Caution: Do not do this if you use WMS - there is another step for that process.
Disassembling Bundles
If you need to disassemble any bundles, in ERP, go to Inventory > Product Disassemble.
This will open your Bundle Disassemble List. Click Apply to see your past disassemblies. To create a new one, click Add.
In the General section, make sure the WHSE (warehouse) # is correct. Enter any description or notes you'd like.
In the Bundle tab, enter which assembled bundle(s) you wish to disassemble in the SKU column. Enter the quantity in the Bundle Disassemble Qty column. You'll see the current in stock amount of the Assembled SKU in the Instock column - the Bundle Disassemble Qty value should be lower than or equal to what is currently in stock.
When you're done, click Save.
Click Yes.
This will create a request for WMS to complete the disassembly. If you do not use WMS, change the mode to Close and click Close.
Click Yes.
Caution: Do not do this if you use WMS - there is another step for that process.