Kits? Bill of Materials? Bizelo IPS Does It!
If you sell products that need to be assembled it can be a bit tougher to keep track of what you have and what you can sell, especially if you have multiple stores and warehouses. Nobody wants to take orders they can’t fill or turn away orders they otherwise could fill. Bizelo IPS was created to help you with that exact problem. That’s why we made it a priority to add assemblies to our inventory management toolset.
There are two different types of assemblies; finished goods created from raw materials, and kits created from items that are also for sale. These are similar so you’ll want to be careful which type you select when creating an assembled item. This overview will explain how they each work.
Types of Assembled Items
Goods created from raw materials:
If you sell wheelbarrows, you probably do not also sell bolts, handles, brackets, wheels, and metal tubs, but you do want to track inventory for these items. When you create one of these items you are creating a “Bill of Materials” for an assembled item that you sell as a whole using inventory items that have been flagged as “Materials”. The materials are not made available to customers for sale on their own.
Kits created from items that are also for sale:
If you sell shampoos, body lotions, soaps, and luffas, but you also sell gift baskets that contain those items, you’ll want to track when both an individual item is sold and when the gift baskets are sold. You’ll want to make sure that as the individual items are sold you’re offering the correct amount of possible gift baskets available and vice versa.
Setting up an assembled item
To set up an assembled item, you first have to add all of the items used to create it. If the assembled item is made from raw materials, make sure you check off the checkbox that says “This item is for Bill of Materials (BOM) use only” (this will make the item unavailable in your stores). Set the appropriate quantities for each item and save. You’re now ready to create your assembled inventory item.
Create a new item and click on the “Assemblies” tab. You’ll have two choices; “Item is assembled as a kit” and “Item is assembled using Bill of Material Items”. If you choose “Item is assembled as a kit” you will be able to add any item(s) in your inventory to the kit. If you choose “Item is assembled using Bill of Material Items” you will only be able to choose items that have been flagged as “Materials”.
You can set additional options for how you want Bizelo to automatically track inventory for the items that make up your assembly. You can choose to have the On Hand Inventory for your items deducted from the same location where the assembled item is picked. For kitted items, you can choose to have the items deducted from the same store that the assembly was ordered.
What happens when assembled items are processed?
When an assembled item is ordered, the item’s Available Inventory is deducted accordingly as usual. Because it is set up as an assembled item in Bizelo IPS, we automatically adjust quantities for the items that are used to build it.
If a kitted item is ordered, Bizelo IPS will deduct the available quantities for each item in the kit according to the amount used in the kit. The On Hand quantities will be adjusted automatically when the item is then picked.
If a Bill of Materials item is ordered, Bizelo IPS will leave the material items alone when the order is made (since materials don’t have Available Inventories). The On Hand quantities for the materials will be adjusted automatically when the item is then picked.
Give our new item assembly features a try. If you’re having any trouble getting it to do what you need you can reach us in our support section as always.