Creating assembly orders
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Written by Sara Jaffer
Updated over a week ago

Assembly orders are the mechanism used to produce assemblies. They are created through the Replenishment screen.

Filter the replenishment report by “Assemblies” using the drop-down menu on the top left-hand side.

Select the assemblies to produce, then click “+ New Assembly Order” to create a new assembly order using existing component stock.

A new assembly order will then be generated.

By default, the same warehouse is used as both the source and destination warehouse since production tends to take place in a single location. The expected date is defined by the assembly time of the assembly as configured in the replenishment view.

Click the “Components” button in the assembly order to see the components required to meet the quantity listed in the assembly order.

Check for errors with the exclamation alert button in the top right-hand side of the page and make adjustments as necessary.

The "Limit to source stock" feature reduces the number of Assemblies based on the available stock of component variants at the source warehouse.

Once an assembly order is saved, you will find it in the Stock Orders section of Inventory Planner. Add a filter on Type = “Assembly” to only view assembly orders.

Note: Similarly to purchase orders and transfer orders, some systems are able to pull assembly order data from Inventory Planner to manage order receipts and stock changes directly in the inventory management system. If your integration supports the “Push assembly orders” feature, when you create an assembly order you’ll see an option to “Save to (system)”. Visit the Integrations Page to see if your connection supports this feature.

Once new assemblies have been fully produced, you can Receive the assembly order and select “Save” to apply the receipt. This action closes the order and zeroes the “On Assembly” quantity in Replenishment.

Note that assemblies can only be received in Inventory Planner if they have not been pushed to an external system.

After receiving an assembly order, you will see options to increase stock of assemblies in your store and to decrease stock of component variants. Learn more about receiving inventory and pushing inventory to your store.

Select the respective assembly or component variant to adjust stock for, then click “Update selected” to change the stock levels.

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