Biz School

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  1. Welcome to Bizuno-U
  2. FAQs
  3. Quick Start
    1. Installation
    2. Configuration
    3. Your Dashboards
    4. Your First Product
    5. Your First Purchase
    6. Your First Sale
  4. Working With Bizuno
    1. Navigation
    2. Dashboards
    3. Currencies
    4. Locale
    5. Settings
  5. Users Guide
    1. Customers
      1. Manager
      2. CRM Manager
        1. Promotion Manager
      3. Sales Manager
        1. Request for Quote
        2. Sales Order
        3. Sale
        4. Credit Memo
      4. Prices
      5. Amazon Interface
      6. Order Fulfillment
      7. Returns Manager
      8. Reports and Forms
    2. Vendors
      1. Manager
      2. Purchases
        1. Request for Quote
        2. Purchase Order
        3. Purchase
        4. Vendor Credit Memo
      3. Prices
      4. Reports and Forms
    3. Inventory
      1. Manager
        1. Accessories
        2. Attributes
        3. Images
        4. Options
        5. Vendors
      2. Assemblies
      3. Adjustments
      4. Build Manager
      5. Inventory Bulk Edit
      6. Receiving/Inspection
      7. Reports
    4. Banking
      1. Customer Receipts
      2. Customer Refunds
      3. Vendor Payments
      4. Vendor Payments - Bulk
      5. Vendor Refunds
      6. Account Register
      7. Cash Reconciliation
      8. Reports and Forms
    5. General Ledger
      1. GL Manager
        1. Intuit Online Payroll
      2. Budgeting
      3. Reports and Forms
    6. Quality
      1. Document Control
      2. Quality Manager
      3. Maintenance Manager
    7. Tools
      1. Shipping Manager
      2. PhreeForm - Reports/Forms
      3. OpenCart Interface
      4. PrestaShop Interface
      5. WooCommerce Interface
      6. Google Interface
      7. Image Manager
      8. Translator Assistant
      9. Import/Export
      10. Backup/Restore
    8. My Business
      1. Profiles
      2. Employees
      3. Fixed Assets Manager
  6. Administrators Guide
    1. Module Settings
      1. Bizuno Settings
        1. SMTP Configuration
      2. Contacts Settings
      3. Inventory Settings
      4. Payment Settings
      5. PhreeBooks Settings
      6. PhreeForm Settings
    2. Extension Settings
      1. Multi-Store Extension
      2. Service Builder - Job Templates
    3. Security
      1. Data Encryption
    4. Roles
    5. Users
    6. Maintenance
      1. Protecting Your Business Data
      2. Backing Up Your Data
      3. Restoring From a Backup
    7. Reloading and Importing Reports and Forms
    8. Using Barcode Scanners
    9. Importing and Exporting
      1. Importing Contacts – Customers and Vendors
      2. Converting from Another App
      3. Converting from PhreeBooks
  7. Advanced Topics
    1. Working With Taxes
    2. Fixing Trail Balance is Out of Balance Errors
    3. Editing Reports and Forms
    4. Entering a Vendor Deposit
    5. Entering a Customer Deposit
  8. Tutorials
    1. Mastering Price Sheets
    2. Translating Bizuno
  9. Technical Stuff
    1. Developer Information
    2. Bizuno API
    3. Adding New Themes
  10. More Resources
    1. Glossary
  11. Confirm Shipments
  12. Downloading Orders
  13. Reconciling Payments
  14. Uploading Inventory

Inventory Assemblies #

Inventory assemblies are items or services that have been built from other item types. Inventory assemblies are combinations of inventory items that have been built into new, separately trackable items of finished goods that are produced and sold. Assemblies typically are constructed from a bill of materials. The bill of materials may contain materials that are sold independently from the final finished product but they don’t have to be. The most important thing to remember is that assemblies carry their own part number so that they can be tracked through the entire process chain. 

Bizuno’s assembly manager makes constructing assemblies easy. Using the inventory manager you can build entire assemblies with an assigned part number in a matter of minutes from your already created inventory. This section covers how to utilize the assembly manager to its fullest potential.

Assembly Manager

Inventory assemblies are inventory items that are comprised of one or more other inventory items. When an inventory item is created, the inventory type is selected at the time the SKU is entered to identify the characteristics of the item. When the assembly type is selected the item is assumed to be made up with other items from the inventory database. In order to sell an assembly type item, it must be assembled in PhreeBooks to show stock on hand. Note that an assembled item may also be purchased directly in which case inventory will show stock but no assemblies were necessary.

How to Use 

The Inventory Assembly is pretty straightforward and easy to use. In no time you will be creating inventory assemblies and getting product flying off the shelves.

To begin an assembly click the Inventory Assembly header and the manager accordion will close and the Inventory Assembly accordion will open. In the top right hand corner you will notice three icons: Save, New and Help.

Save – Saves the current Inventory Assembly. When you are finished building your assembly use this button to save it to the Manager.

New – Creates a new assembly from scratch. Use this button if you make a mistake and want to start over.

Help – Use this button to open the Bizuno Help window.

Inventory Assemblies

Assembly Manager Icons

The Assembly Manager icons operate similar to the other managers throughout Bizuno:

New – Clicking this icon will open the Inventory Assembly accordion allowing you to create a new inventory assembly. 

Refresh – The refresh button refreshes the current Inventory Assembly Manager screen. 

Period – Selecting a period from the drop down menu will display assemblies for the selected period.

Search – Type in any search criteria and Bizuno will search for a desired assembly.

Assembly Manager Page Headers

Below the icons, Period and Search feature are page headers titled Action, Post Date, Reference and Description. By default the assemblies are listed in order by Post Date but you can organize how the assemblies are listed by clicking any of the page headers. To change the order click on Action, Post Date, Reference and Description to sort by this criteria. 

Action

Below action there are three icons: Print, Edit and Delete.

Print – To view a copy of the desired assembly click the print icon. A window will appear titled Delivery Options with the following options Browser, Download and E-mail. 

Delivery Options

Browser – To view the desired page click the browser button and then the PDF button. The page requested will appear in your browser.

Download – To download a copy of a page click the download button and then the PDF button and a copy will be downloaded to your browser.

Tip: To send the desired page as an e-mail click the download button to save it to your browser.

E-Mail – To e-mail, click the e-mail button and a screen will appear with information to send an e-mail. Enter the recipients name and e-mail address. You can also CC (carbon copy) an additional recipient in the space provided. A subject will automatically be provided for you. The subject in this case will be the assembly’s reference number. A e-mail message will also be automatically generated but you may edit this message at your discretion. Click the PDF button to send the e-mail. 

If you wish to close the window at any time click the red ‘x’ button.The other header options are pretty self explanatory. The Post Date was the date that the assembly was created. The Reference number is a number created by the user that helps to differentiate between different assemblies. The description is a short summary of what occurred while building the assembly. I will discuss these features in greater detail but the important thing to remember at this point is that you can sort by all of these options by clicking on the header title for each category.

Creating a new Assembly

  1. To begin creating a new Inventory Assembly record begin by choosing the Store ID. The Store ID helps identify what store you will be creating this record for. For instance if you had a physical location and an online store you can use this drop down to identify which location you are creating this record for.
  2. Choose a SKU number that you are creating the record for. You can do this one of two ways. Either begin by typing in the SKU number and as you enter characters Bizuno will search based on this criteria. You can also search for the number you are looking for by scrolling through the drop down.
  3. Once you have located the SKU number enter the date you wish to post this record for. You can either type in the date in the field provided or search for it using the calendar to the right of the search field.
  4. A space has been provided for a Trans/Serial code. Enter the number you wish to be provided here.
  5. Enter a description of the Assembly record. This should be a short summary of what occurred when entering the record. Be as descriptive as possible using as few words as possible. For instance if you needed to build 4 Electra bikes you would enter “Built 4 Electra bikes, SKU #, Description of part”. The description field is a short log that you can reference when looking at the manager to help you find things assembled in the past.
  6. Enter a reference number for the assembly. This number can be anything you wish but it helps to make it relevant and uniform to the assembly manager. Try to pick something easy to understand that other users can follow and add to. For instance when we adjust an Inventory Assembly we use the Work Order number to assist us in finding it later.
  7. Qty. on Hand is a identifying characteristic that lets us now how many of a certain assembly are currently on hand.
  8. Qty. to Assemble is pretty self explanatory but it is the number of assemblies that we are currently adding to the manager.
  9. The Balance is the sum of both the Quantity on Hand and the Quantity to Assemble.

Inventory assembly procedure 

  1. From the main menu, select Inventory->Assemblies.
  2. Enter the SKU or a search criteria and press the open icon . Note: Only inventory items of type ‘assembly’ will be displayed in the popup.
  3. Select the SKU to assemble from the popup menu to fill in the item attributes (or if there is only one match, the popup window will close and fill in the necessary information). A list will be displayed of the required items and quantities needed to assemble the item and shortages will be displayed in red.
  4. Enter a reference for this transaction (i.e. ADJ2007-05-12).
  5. Enter the post date of the adjustment or use the popup calendar to select a post date. Today’s date is loaded by default. 
  6. Enter the total number of units to assemble. After the number of units to assemble is entered, PhreeBooks calculates the number of required items to build the requested amount and will warn if there are not enough pieces to build.
  7. Press Save to post the transaction to the journal.

Editing an Assembly

To edit an assembly:

  1. Select Inventory Assembly from the Inventory menu drop-down.
  2. Access the Inventory Assembly Manager
  3. Locate the Assembly to edit from the Manager screen by scrolling or utilizing the search field.
  4. Double click on the desired Assembly. The Inventory Assembly accordion will open and the Inventory Assembly Manager accordion will collapse.
  5. Edit the information in the Inventory Assembly screen and click the save button.
  6. Edited information should now be saved.

Deleting an Assembly

  1. From the main menu, select Inventory->Assemblies.
  2. Press the Open button to display the inventory assembly popup window. 
  3. Select the assembly to delete by clicking anywhere on the row of the adjustment.
  4. Press the Delete button and confirm you selection to un-post the transaction from the journal.

To delete an assembly:

  1. Select Inventory Assembly from the Inventory menu drop-down.
  2. Access the Inventory Assembly Manager.
  3. Locate the Assembly to delete from the Manager screen by scrolling or utilizing the search field.
  4. Click the delete button to remove the inventory assembly.

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