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Posted by TickSolar

Product Management

We are currently trialing the system for our business. We use various products to create one end product for our customer. Is there any way we can set up the system so that when a customer places an order we can enter the End Product name and it will automatically deduct the various components used from the inventory, but not list them all on the invoice/delivery note? At the moment we are having to select 20 or 30 different products in order to keep our inventory up to date but not actually use the delivery note/invoice to send to a customer as it lists ever nut, bolt, circuit board etc.

Posted by Richard

Re: Product Management

TickSolar said:

We are currently trialing the system for our business. We use various products to create one end product for our customer. Is there any way we can set up the system so that when a customer places an order we can enter the End Product name and it will automatically deduct the various components used from the inventory, but not list them all on the invoice/delivery note? At the moment we are having to select 20 or 30 different products in order to keep our inventory up to date but not actually use the delivery note/invoice to send to a customer as it lists ever nut, bolt, circuit board etc.

This functionality (AKA Bill of Materials or Assemblies) is not currently supported in Easify, although we do intend to look into implementing it at a future date.

To handle this scenario you would need to raise an order for the assembly with your own company as the customer, and this would allow you to then use the stock control aspect to manage component stock levels as the items are built.

When the items are complete, you could have these listed as products in their own right, and then when you sell the product, add the product onto an order for the customer.

So instead of doing it all on one order, you would split it over two orders - one an internal sales order and the other being the public customer sales order.


Regards - Richard (Easify Developer)

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