Create Assembled Item: From a Template


The Edge allows you to assemble new items from existing inventory while retaining full details of the individual parts involved.  It also allows you to disassemble items into their component parts while keeping a record of the original piece.  Part records are automatically cross-referenced in the software so that if you look up an item that has been consumed as a part towards an assembled piece, that part item will have a link to the final piece and vice-versa. 

Check your System Options to ensure these features are turned on. 

Steps for Creating an Assembled Item from a Template

To create a record for an item assembled from a template:

  1. From the Inventory menu, select Item > Assemble. The New Item window will open.
  2. From the Labor tab, select Add Template.  
  3. Use the Item Filter to locate the template.  
    NOTE:  Only templates that were marked as such in the Item > Supervisor menu will be found.  
     
  4. Repeat steps 2 and 3 as needed.
  5. Add additional parts and tasks as needed and as described in the section entitled Creating an Assembled Item from Scratch
  6. Save the item. You will be prompted to print an envelope. 
  7. Select Yes if desired.

 

 

Updated on Mon, 21 Jun 2021 by Angela Chiaravalle

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