In order to create assembly orders, you first need to set up assemblies within Demand Planner.
Creating an assembly order
- First filter the Replenishment report by Assemblies
- Select the SKU you'd like to assemble, then click New assembly order button
- The number of units to ordered will correlate with the replenishment needs for the assembly. In the example below, the suggestion is 101 units:
- Clicking the Alerts icon and then Limit to source stock limits the number of items to assemble based on the availability of its variants within the source warehouse, i.e. this reduces the ordered quantity:
- To see detail about the components including how many units are available at the source location, click the Components button:
- Click Create to save the assembly order. This will update the status to 'OPEN' and provide an order reference
- If you navigate away from the page, you will find the assembly in the Purchase Orders & Transfers report; add a Filter for 'Type: Assembly' to see only assembly orders. Notice the reference # is prefixed with 'A' to indicate the order is an assembly:
- When editing the assembly, update the 'to receive' quantity and click Save to assemble the order:
- This will update the status to 'CLOSED' and the 'Saved to Brightpearl status' shows in yellow, indicating the inventory adjustments have not yet been posted to the back office:
Updating inventory levels in the back office
Once an assembly is closed, you can post the inventory adjustments back to Brightpearl to increase the stock of the assembled product and to decrease component inventory.
- When editing the assembly in Demand Planner, you will then see buttons to Update components stock in Brightpearl and Update assembly stock in Brightpearl. Select each of these buttons to post the adjustments:
- The 'Saved to Brightpearl status' then shows in green, indicating that the inventory adjustments have successfully posted to the back office:
This section is relevant if multi-concurrent inventory locations are enabled within your Brightpearl account.
If a component has a default location in the source warehouse, then the inventory required to produce the assembly is taken from this default location. If there is insufficient stock in the default location, or the product does not have a default location specified, then inventory is taken from the location(s) with the most on-hand stock.
Assembled items are added into stock into their default location, or location 0.0.0.0 if no default has been assigned.
Components are removed from stock at the value of the inventory batch being removed. This will be the same as the value at which the stock was added into the system (assuming the value hasn't been manually adjusted), e.g. the price on the original PO plus any landed costs.
Assemblies are added into stock at the value specified on the assembly order in Demand Planner. By default, this is the same as the cost price list in Brightpearl but can be overridden manually.