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View and manage Assemblies

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View Assemblies page

Customize the View Assemblies page

Manage Assemblies

Assembly Tutorial Videos

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Add Assemblies & Sub-Assemblies

Auto Assembly

Assembly Costs

 

The View Assemblies page enables you to view and manage a list of all Assemblies and Disassemblies that have been created for your account, including auto and manual assemblies.

View Assemblies page

To access the View Assemblies page, head to the main menu and under the Production sections select Assemblies, then View Assemblies.

By default, the View Assemblies page will be filtered to show all Open status, Manual Assemblies and Disassemblies. 

Header button descriptions

Across the top of the View Assemblies page you can see four buttons on the right of the banner.

 

Each View Assembly header button serves a purpose, as outlined below:

  • Import: Will direct you to Production's Import/Export page, where you can download the Assemblies and Bill of Materials' CSV template files. For more details, see Import Assemblies and Bill Of Materials.
  • Export: Downloads the current view of the View Assemblies page. Click the drop down in Export to choose the format it will download as, either PDF (default), CSV or XLSX.
  • Add Disassembly: Takes you to the Add Disassembly page, to create a new disassembly. For more details, see Add Disassemblies.
  • Add Assembly: Takes you to the Add Assembly page, to create a new assembly. For more details, see Add Assemblies & Sub-Assemblies.

Filter field descriptions

Below the header buttons are the filter fields available to help refine which assemblies and disassemblies populate in the View Assemblies page. 

Filter Description
Status Use the drop down menu to filter the assemblies by their status, including custom statuses. For more details, see Assembly Statuses.

Assembly Number

A free text field that will populate all assemblies that include the text in the transaction's reference number.
Product A free text field that will populate assemblies based on the assembling product's code or description.
Product Group Filter the assemblies based on the Assembled product's Product Group.
Assemble By From Filter the Assemblies based on their Assembly By date, any Assembly or Disassembly with a date after the filtered date will populate. 
Assembly Type Use the drop down menu to filter depending on the type of production transaction, either: Assembly, Disassembly or All.
Auto Assembly Use the drop down menu to filter depending on how the assemblies was created, either: Auto, Manual or All 
Printed A Yes or No drop down filter to show Assemblies based on their Printed status.

Grid column descriptions

The following header columns will be populated, by default in the View Assemblies page. However, you can create a custom grid layout to suit your needs, and further share it with other users and set it as a default view for your user account. For more details, see How to create and share default grid layouts.

  • Action Cog: Use the checkboxes to select multiple transactions and hover over the Action Cog header to select a bulk action. 
    • Select All
    • Select None
    • Print
    • Print Assembly Labels
    • Complete
    • Change Status
    • Delete
  • Assembly Number: Displays the transaction's reference number. Click the link to open the Assembly.
  • Assembly Date: Displays the date that the Assembly completed.
  • Assemble By: Displays the Assembly By date, provided in the Assembly.
  • Status: Displays the current status of the transaction, eg Parked or Completed
  • Product Code: The product code of the assembling product.
  • Product Description: The product description of the assembling product.
  • Source Warehouse: Displays the Warehouse Name where the component stock will be taken from.
  • Destination Warehouse: Displays the Warehouse Name of where the assembled stock will be added to.
  • Assembly Type: Displays the type of assembly for the specified line, it will either be Assembly or Disassembly.
  • Auto: Displays whether the transaction was manually created (cross) or auto-generated (tick)
  • Assembled Quantity: Displays the number of assembled products for the specified line.
  • Total Cost: Displays the total cost for the specified line.
  • Action: Hover over the Action Cog to select an option to update that transaction line
    • Complete
    • Print
    • Delete

Hidden Columns

From the View Assemblies page's Shot Toolbar, you can include additional grid columns from the Hidden Columns list. 

  • Actual Duration: Displays the time taken to complete the assembly
  • Comments: Displays any comments recorded against the Assembly line
  • Duration Comments:  Any comments recorded in the field
  • Expected Duration: Displays the calculated time expected to take for the transaction to be completed.
  • Printed: Indicates whether the assembly has been printed or not
  • Product Group: The group for the assembled product.
  • Sales Order: Displays the associated Sales Order that led to the Assembly.  Click on the Sales Order to open the Sales Order page.

Customize the View Assemblies page

Alongside filtering the View Assemblies page with the fields available to determine which Assemblies and Disassemblies are shown, you can also customize how they  are populated in the grid.

  • Sort By Header: Click on the Header to sort the Assemblies in ascending or descending order, based on that header's detail. When selected, the header will show an icon to describe the sorting applied:
    • Descending: a down arrow icon will show next to the Header title
    • Ascending : an up arrow icon will show next to the Header title


  • Group by Header: Drag and drop the Header in to the grey space above the other headers, to group the Assemblies by the top Header details. For instance, if you were to drag and drop the Assembly Type header, the View Assemblies page will consolidate the listed transactions in groups; Assembly or Disassembly. Click on each group's + icon to expand the grouping and show all transactions it included.

Keep and share the custom grid for future use by saving it in in the Show Toolbar options. For more details, see How to create and share default grid layouts.

Manage Assemblies

Once an Assembly has been created, it can be managed from the View Assemblies page and subsequently completed once processed.

Assembly Statuses

During the production process, use custom Assembly statuses to highlight the current status of an Assembly, with more detail than it being Parked. The custom status is applicable only for Assemblies that are the equivalent of a Parked transaction, thus haven't been completed yet. 

NOTE: Custom statuses are not applicable to Disassemblies.

Create a custom Assembly Status by heading to Settings and System, then select Assembly Statuses. In this page you're able to provide a name for the custom status and a color from the options available.


Once the custom status is set, update your Assemblies by Changing Status in the View Assemblies page. 

  1. In View Assemblies, use the checkboxes available to select the Assemblies that require a status update. In the Action Cog header, select Change Status


  2. An Update Status pop-up window will then show. Use the New Status drop down menu to select the next status and then select Change Status.


  3. The Assembly's status will then update and a confirmation banner will show to further confirm the change has successfully applied.

For more details, see Assembly Statuses

Assembly Kanban

Whilst the View Assemblies page provides a listed overview of your Assemblies and Disassemblies, where changes, edits and updates can be applied, use the Assembly Kanban page to view Assemblies in a progress chart. 

Any changes made to an Assembly from the View Assemblies page or the Assembly itself; whether it be the Expected Duration, Assembly By date or Status, will automatically update into the Assembly Kanban too.

For more details, see Assemblies Kanban View

Assembly Tutorial Videos

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