Inventory > Building items > Auto-building items
Auto-building items
For items that you repeatedly build, you can use the Auto‑Build function to build the finished items.
Before you can build a finished item using the Auto-Build function, you need to define what items are needed to build the item.
tip : Auto-build from the To Do List
You can also auto-build items using the To Do List. In the Stock view of the To Do List, select the items you want to build and click Order/Build.
To define an Auto-Build item
1
Go to the Inventory command center and click Items List. The Items List window appears.
2
Click the zoom arrow () of the item you want to build. The Item Information window appears.
3
Click the Auto-Build tab.
4
In the Minimum Level for Restocking Alert field, type the minimum level of the item you want to have in inventory.
5
Click Edit Build List. The Auto-Build Information window appears. If you want to copy the auto-build list from another item, click Copy Auto-Build From. A Select from List window appears. Select the auto-build item then click Use Item.
6
In the List what it takes to build field, type the number of item units you want to be made. If bulk quantities of materials are purchased to build an item, it may be easier to specify the materials required to build a greater quantity of the item, such as 10 or 20.
7
Enter the details of each of the components required to build the item.
a
Click in the Item Number column and press tab. Your items list appears.
b
Select a component item required to build the new finished item and then click Use Item. The details of the component appear in the Item Number and Name columns.
c
In the Quantity column, type the number of component items required to build the specified quantity of the finished item.
d
Repeat from step a for each component required to build the new finished item.
8
When you have entered all the components, click OK. The Item Information window reappears.
9
Click OK and then click Close to return to the Inventory command center.
To copy auto-build information from an item
1
Go to the Inventory command center and click Items List. The Items List window appears.
2
Click the zoom arrow () of the item you want to build. The Item Information window appears.
3
Click the Auto-Build tab.
4
In the Minimum Level for Restocking Alert field, type the minimum level of the item you want to have in inventory.
5
Click Copy Auto-Build From. A Select from List window appears.
tip : Copy Auto-Build From
You can also copy auto-build items from the Item Information-Profile tab.
6
Select the auto-build item to copy then click Use Item. The Item Information-Auto-Build tab is displayed.
7
Click OK.
To auto-build an item
1
Go to the Inventory command center and click Auto-Build Items. The Auto-Build Items window appears.
A
This column displays all items that you have designated as finished items.
B
The On Hand, On Order and Net on Hand columns show the current record of your finished items.
C
Type the quantity of finished items you want to build in the Qty. to Build column. (Click None if you want to change all numbers in this column to zero.)
2
Click Build Items to begin transferring component items to finished items. The Build Items window displays the details of the transfer that will occur when the finished item is built.
3
Review the entries in this window to make sure that the quantities, unit costs, and total inventory values are correct. Note that the quantities of the components in the list appear as negative numbers, while the quantities of the finished items in the list are shown as positive numbers.
4
Click Record to update your inventory quantities and values.
Related topics
▪
Creating items
▪
Building items
 

More help options

Top of page