Assembled Items are Items that are constructed by your company from other Items (i.e. from components). Two different kinds of assembled Items are available, depending on whether you are using the Production module:
Structured Items
If you are not using the Production module, you must enter an assembled Item as a Structured Item (using the options on the 'Pricing' card of the Item screen) and stock levels will not be maintained. It is assumed that the Structured Item will be assembled at the moment the Delivery is made. At that moment, stock levels of the components will be reduced.

Stocked Items
The Production module creates "Productions". These are normally the result of a production order. When you mark a Production as "Finished", the stock levels of the input Items will be reduced, and the stock of the output Item will be increased. To ensure this happens, you should enter all such output Items as Stocked Items. You can only build such Items can only be built using the Production module. They are built and held in stock in advance of delivery.

An input Item can itself be a sub-assembly. If so, it should be a Stocked Item which itself is built in the Production register in the Production module, so that stock levels rise and fall as units are built and then used as sub-assemblies. So, to use sub-assemblies, the Production module must be installed.
In both situations, the assembly process (the quantity required of each component and the resulting stock movements) is governed by a Recipe. Below, the concept is explained using an example Structured Item.

Assume that you are assembling a stereo system from a number of components such as an amplifier, loudspeakers etc., and that the system is sold as a separate single Item. Begin by entering "Stereo System" to the Item register, and click the Structured Item button on the 'Pricing' card.

Specify a Recipe for the Item on the 'Recipe' card of the Item record. We will define a Recipe below. When you enter an Order in the Sales Orders module, you will use the Item Code for the Stereo System. When you deliver the Order, the stock levels of each of the components will be reduced according to the Recipe, i.e. for the amplifier, loudspeakers etc. The stock balance of the System is thus dependent on the availability of the components.

In defining the Recipe for the Stereo System, ensure you use the same Recipe Code that you entered on the 'Recipe' card of the Item record. To define a Recipe, first ensure you are in the Stock module and select 'Settings' from the File menu or click the [Settings] button in the Master Control panel. Double-click 'Recipes' in the subsequent list, and then click the [New] button in the Button Bar to create a new Recipe record.

The Code for the Recipe can be up to 20 characters long. It is recommended that the Recipe Code should be similar to the Item Number of the assembled Item.

A description of the assembly.

Normal Prod Qty
You can only use this field if the Production module is installed (i.e. when the result of the Recipe is a Stocked Item). Please click here for a description.

Time to Setup, Min Prod Qty, Days to Produce, Fixed Assembly Days, Hours to Produce, Res. mgr. Colour, Number Produced, Standard Batch, Extra Prod Qty, Days to Assemble Each Unit
Similarly, you can only use these fields if the Production module is installed.

Check this box if the Recipe can no longer be used. If the result of the Recipe is a Structured Item and you use that Item in an Order, Invoice or other sales or stock transaction, you will not be able to save the transaction. It is therefore recommended that you mark the Structured Item as Closed as well, to remove it from the Item 'Paste Special' list so that it is not used by mistake (or assign a different Recipe to the Structured Item).

Use these three lines to record instructions about how the Recipe should be used.
Use the grid area that takes up most of the screen to list the input Items (i.e. the components that will be used to build the final assembly). On the last row of the grid, enter the Item Number of the assembly or the finished product (i.e. the result of the Recipe). If the Production module is not present, the result of the Recipe must be a Structured Item. If you will build the Item using the Production register, it should be a Stocked Item.

Flip A

Paste Special    Item register
Enter the Item Number of each component Item. On the final row, enter the Item Number of the finished product.

The Item Name from the Item register will be placed here when you enter the Item Number .

Enter the quantity of each component required to make or build the finished product. Do not enter any inputs for the assembly on the last line.

The quantity of assembled Items that can be made from the components listed above. Usually, this will be just one, and it must be one if the Recipe relates to an Item.

Relativity. This field is only used if there is more than one output Item. Usually, this will only be the case if the output Items are Stocked Items (i.e. Items that will be built using the Production register). In each row representing an output Item, enter a percentage figure. When you use the Recipe in a Production, the total cost of the components will be distributed according to the percentages entered here.

Input cost value. If the row contains an input Item, enter the Cost Price for one unit of the Item. The default will be the Cost Price of the Item. The cost shown in this field is NOT the same as the stock value calculated using the usual Cost Model. You can update this cost using the 'Update Recipes' Maintenance function.

If the row contains an output Item (i.e. the assembled Item), enter the cost value of that Item. This will usually be the sum of the Cost Prices of the input Items, taking quantities into account. Again, the default will be the Cost Price of the Item.

The total costs of the input Items will be shown in the Cost field in the footer, while the costs of the output Items will be shown in the Value field.

Work cost value (per unit produced). Enter a work cost for inputs and/or outputs. Usually, this will be cost of the labour required to build the assembled Item.

You should only specify a work cost if the result of the Recipe is a Stocked Item that you will build using the Production register. If the result is a Structured Item the work cost will be ignored.

You should enter the work cost on a row featuring an input Item, as shown in the illustration above. This ensures the work cost will correctly be credited to the Production W-Cost Account in any Nominal Ledger Transactions arising from Production records using this Recipe. If you enter the work cost on an output row, the work cost will be debited to the Production W-Cost Account.

Work cost values are included in both the Cost and Value fields in the footer.
Flip B
Any notes about the Item can be recorded here.

This field shows whether the Item is an assembly (i.e. it is one with a Recipe specified on its 'Recipe' card). This is updated automatically and can't be changed.
Once you are certain the Recipe is correct, you should check this box to prevent further changes. Once you have used a Recipe in a transaction (e.g. Delivery or Production), you should not change it, especially if the result of the Recipe is a Structured Item whose Paste Components During Entry box is not checked. In this case changing the Recipe will introduce inaccuracies into the stock records, so the Recipe will be marked as Locked automatically when you use it in a Delivery for the first time.

If it subsequently becomes necessary to change a Recipe, you should not do so. Instead you should create a new one (and attach it to a new Stocked or Structured Item).


Do not change a Recipe once it has been used in a stock transaction.

This field contains the sum of the costs of the input Items (W-Cost + (I-Cost x In Qty)). If the assembled Item is a Stocked Item, you must transfer this value to the Cost Price field on the 'Costs' card of the Item record for the assembled Item, either manually or using the 'Update Recipes' Maintenance function in the Production module.

This field contains the sum of the costs of the output Items (W-Cost + (I-Cost * Out Qty)).