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How to assemble an item and receive it into inventory via the workshop
How to assemble an item and receive it into inventory via the workshop

Describes how to assemble an item and receive it into inventory via the workshop

Chris Minassian avatar
Written by Chris Minassian
Updated over 3 years ago

Assembling an item in BusinessMind has three main steps.

  1. Creating the Model for the finished product if one does not already exist.

  2. Creating and Managing the Job with the materials and routes that will go into the assembled final product.

  3. Receiving the Job into inventory as the assembled finished item.

We recommend you first create the model for your assembled finish product if one does not already exist. This is a place holder for the product you are assembling and will be required in later steps.

To Create a Model follow the below instructions.

NOTE: You only must create a model if the model does not already exist. If your model does exist in BusinessMind then you can skip to the job creation

  • Click on the Plus icon from the BusinessMind home page and select New Model OR Click on Inventory link from the BusinessMind home page.

  • Then click the Create New Model link under the Receiving Resources section of the inventory home page.

  • From the model creation page click into the Brand field and begin typing the suppliers name. This will search contacts as you type. Select the proper brand for this model.

  • Next fill out the model number for this new model as well as any other info you may need like descriptions and or attachments.

  • When ready click the save icon to create your model.

Now that your model is created you can create your Job. In the Job you will be able to add your Materials you will be using to assemble your new item as well as utilize Routes to track labor utilized to assemble your new item.

To Create a Job follow the below instructions:

  • From the BusinessMind home page click on the Workshop link then click the Create a New Job link. OR you can click on the plus icon and select the New Job option.

  • This will bring you to the job creation screen.

  • Click in the model field and search and select the model you created for the finished item.

  • Fill in any other information you require like customer, brief, and specification . (you can set your company name in the customer field)

  • The expected total cost will auto populate based on the various materials and routes you add to the job.

Job Materials
In this section you can add materials needed to the job. The sum of the cost of these materials will populate into the expected total cost field. You can also add and modify materials from the job detail view after the job is created.

  • Click into the Add Materials field and begin typing to search and select the materials you would like to add.

  • Each material added will populate the materials section of the job. These materials are first listed with a qty of zero.

  • You can then set the Provisioned Qty for these. Before we go further let us define what a provisioned qty is. A provisioned qty is the qty you added to the job that is not yet consumed. This means at any point you can restock some or all of that provisioned qty. For example: if my jeweler requires solder for the project but I do not have an exact qty. I can provision a certain amount into the job.

  • Later on when the job returns to me I can consume the qty from the job detail view of what was utilized and restock the unused remaining qty.

  • Once the materials are consumed you can restock unused qty and Consume the Used qty.

Job Routing

In this section you can track your job through the various routes it may take. In addition you can accumulate route costs which will also be calculated into the Expected Total Cost. You can also add routes from the job detail view after the job has been created.

  • Click the Add Route button to create a route.

  • Fill in the label and work notes area with the information. Click in the technician field and begin to type, this will start a search of your contacts where you can choose the technician. The route start date will always be the date / time the route was created. You can set a desired end date if needed. Add a cost of the route if needed.

  • When your Job is completed you Add a Final Route to mark the Job Concluded.

At this point the Job is concluded and ready to be received into Inventory.

To Receive a Job into Inventory follow the below instructions.

  • Click on the plus icon from the Inventory home page and select Receive Inventory from Workshop OR Click on Inventory link from the BusinessMind home page.

  • Then click the Receive from Workshop link under the Receiving Resources section of the inventory home page.

  • Enter a Receiving Ref Id in the provided field if needed

  • Now click into the Job field and begin typing the job number of the job you are receiving into inventory. As you type the system will refine the search. Select the job number to continue by clicking on it.

  • The Model field should auto populate to the model you created and already set on the job.

  • Now you may fill out any other info you may require like qty, pricing, and description info ect...

  • When ready click the save icon which will receive the sku into inventory.

  • To continue adding more items to this Receiving Ref Id simply repeat the steps.

  • Any SKU received into inventory from the workshop will have a link to the original job number it was received from. You can find this link from the SKU's detail view.

  • Clicking on this link will transport you over to the job where you can see all materials and routes that were used to create the SKU.

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