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Assemblies and bills of materials

Create assemblies, manage their bill of materials, build them for the shelf, customise the BOM on a quote or order, and print BOM picking lists.

Written by Chris Hearn

An assembly is a stock item built from other stock items. Its bill of materials (BOM) lists the components and the quantity of each needed for one assembly. An assembly's cost is the sum of each component's cost multiplied by its BOM quantity. See Stock costing and valuation. This article covers creating an assembly, managing its BOM, building assemblies for the shelf, customising the BOM on a quote or order, and the BOM picking lists.

Creating an assembly

  1. Click + next to Stock in the navigation bar and choose Assembly. The Add Assembly Item form opens.

The empty Add Assembly Item form

  1. Fill in the form.

Field

Notes

Part #

Required. It must be unique across your stock.

VAT Exempt

Tick if the assembly carries no tax.

Title

Required.

Sell Price, Sales Analysis

Required. An assembly can always be sold.

Location, Warehouse

Where the built assemblies are kept. Warehouse is required.

Minimum Stock Level

Built assemblies count as short when In Stock is below this level.

Minimum Sales Margin

Leave at zero to use the margin on the Sales Analysis code.

Description, Country Of Origin, Commodity Code, Product Website

Optional.

The Add Assembly Item form filled in for a desk bundle

  1. Click the tick to save. Omono opens the new assembly's page. Click BOM to add the components.

Compared with a stock item, an assembly has no Cost Price, Purchase Analysis, Minimum Order Quantity, Can Sell or Dual Description field, and no Suppliers action. When you copy an assembly, Copy BOM replaces Copy Suppliers. See Stock items and stock types.

Managing the bill of materials

Open the assembly and click BOM. The form lists each component with its quantity, cost and location.

The BOM form for an assembly, with the Cost Price and Cost Price Source columns, a pencil on each row and the entry row at the bottom.

Adding a component

Start typing in Part # or Name and choose the item. Enter the Qty needed for one assembly (up to 4 decimal places) and click the tick.

Only items with Can Buy are offered: stock and never-diminishing items, not assemblies or archived items. To nest an assembly, add its components instead. Each component can appear once.

Changing or removing a component

Click the pencil at the end of the row to load the component into the entry row. Change Qty and click the tick, or click the pencil again to cancel. To remove a component, click its pencil, then the bin, then Delete BOM Stock Item to confirm. This cannot be undone.

Costs and links

Each row shows the component's Cost Price and its Cost Price Source: the purchase order it came from, or the item's own Cost Price. See Stock costing and valuation. A component with no cost is shown in red. Click a component's Name to open its stock page.

The BOM form does not warn you about short stock. Use Assemblies Possible on the assembly page, or the component table in Untracked Build, where short rows are highlighted.

Assemblies Possible

The assembly page shows Assemblies Possible in place of On Order. For each counted component Omono divides its In Stock by the quantity per assembly and rounds down. The lowest result is the number you could build now. Components with a quantity of 0 are ignored.

The figure uses In Stock only, so it ignores stock already allocated to other dispatches. Open a component and compare In Stock with Allocated to see what is reserved.

Never-diminishing components

A never-diminishing item, for example labour or packaging, can go on a bill of materials. It adds to the assembly's cost but is never counted: Assemblies Possible ignores it, it shows - under Available, and it is not consumed when the assembly is picked or built.

How assemblies are picked

When a dispatch containing an assembly is allocated and picked, Omono uses built assemblies from the shelf first. If there are not enough, it builds the rest from components, and each component's In Stock goes down by the quantity needed. A line with a custom BOM is always built from its components, even if built assemblies are in stock. See The Workflow board.

Building assemblies for the shelf

To build assemblies ahead of demand, open the assembly and click Untracked Build.

  1. Enter the Build Quantity: a whole number from 1 up to Assemblies Possible, shown beside the field.

  2. Optionally enter a Ref #, for example a works order number.

  3. Check the component table. Rows without enough stock are highlighted as you type.

  4. Click the print icon if you want a picking list, then click the tick to build.

Each counted component's In Stock goes down and the assembly's In Stock goes up. The form refreshes its stock figures every 2 seconds, so if another user uses the stock while it is open, Assemblies Possible drops and the tick refuses a Build Quantity above it. If the stock goes in the instant before you click the tick, the form closes with no message and nothing changes; check In Stock before you try again. The build writes a system note on the assembly and appears as Built and Consumed by Build in the Stock Movement report. See Stock reports.

An assembly with no components cannot be built: Build Quantity is disabled. Add the bill of materials first.

Can I undo an untracked build?

No. To put the components back:

  1. On the assembly, click Stocktake and enter the current In Stock less the number you built (0 if the build was the only stock).

  2. On each counted component, click Stocktake and enter its current In Stock plus the quantity the build used. Never-diminishing components were not used and have no Stocktake.

Add a note on the assembly with the reason so the Stock Movement report makes sense later. See Stock levels, stocktakes and reordering.

Customising the BOM on a quote or order

When you add an assembly to a quote or sales order, Omono copies its BOM onto that line. Later changes to the stock BOM do not affect the document, and you can change the copy for that document only.

  1. Click BOM in the document's action bar. The form lists every line. Click an assembly's item letter to show or hide its components.

The BOM form on a sales quote. Line D is an assembly whose components can be shown or hidden.

  1. Click the pencil on the assembly row. A form headed BOM - opens. Quantities are for a single assembly. Add, change or remove components as on the stock BOM form.

A line whose BOM differs from the copy taken when the item was added is marked as a custom BOM and shows N/A under Available. Custom BOMs carry across when a quote is won and are used when the dispatch is picked and costed. An assembly with zero-cost components shows a warning icon.

You cannot change a BOM on a quote once it is won or lost: the form still opens, but Omono does not save the change and shows no message. On a sales order, you cannot change it once the line is on a dispatch that has moved past Unallocated, or once the order is cancelled.

BOM and picking list PDFs

Sales order BOM list

Open a sales order, click BOM and click the print icon in the form. The icon is not shown on quotes. Omono downloads a list headed BOM / Picking List with the order details.

The BOM form on a sales order, with the print icon in the header

Each order line is a row with a tick box. Assemblies show their components underneath:

  • A component's Quantity is only what is needed to build the shortfall. If enough built assemblies are in stock, the components print with quantity 0.

  • A line with a custom BOM is marked CUSTOM BOM, shows N/A under Available, and its components print the full quantity for the line.

  • Never-diminishing items show - under Available.

Untracked build picking list

In the Untracked Assembly Build form, click the print icon before you click the tick. The list shows the assembly, the reference, build quantity, who raised it and the date, and each counted component with the quantity for the whole build. Never-diminishing components are left out.

The Untracked Assembly Build form, showing the Assemblies Possible figure and the component table.

Both lists print your standard header but no footer. See What prints on your PDF documents.

Assemblies on purchase orders

Assemblies cannot be bought. Raise Linked PO on a sales order expands each assembly into its components and buys those. See Linked purchase orders and drop shipping.

Things to know

  • Assemblies are counted in whole numbers; a stocktake or build cannot use decimals.

  • Omono does not stop you archiving a stock item that is still on a bill of materials. Check Assembly Usage on the item's page first.

  • An archived assembly loses BOM, Untracked Build, Stocktake, Edit, Copy and COSHH from its action bar until you unarchive it.

  • Assemblies can be imported with the Assemblies template in Settings → Import, and their components with the Assembly Bill of Materials template. See Importing data.

  • On a quote, the BOM button carries a red count of the items that are short, plain stock lines and assembly components alike, and the short rows are highlighted in the form. Sales orders do not show this warning.

  • To see which sales orders need a component inside assemblies, open the component and switch Sales Orders to BOM Items.

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