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      Set up assembly order in Wiise 

      Overview: 

      • Learn setup options for assembly orders in Wiise 

        Why set up assembly order? 

        Assembly orders are set up to streamline and manage the process of assembling components into the finished product. Tracking assembly orders ensures accurate inventory and efficient production. 

        Note: An assemble to order process involves generating an assembly order when a sales order is placed. 

        Note: An assemble to stock process involves assembling items in advance based on forecasted demand, storing them as inventory until needed for sales. You’d create an assembly order manually for an assemble to stock process.  

        Note: In the Wiise ERP desktop, you can indicate on the Locations card whether Assembly Consumption Warehouse Handling should be treated as an Inventory Movement or a Warehouse Pick. Additionally, update the Assembly Policy in the Replenishment section of the Item Card to select between assemble-to-order and assemble-to-stock. 

        How to set up an assembly order? 

        Complete the setup for assembly order in Wiise ERP desktop.  

        Location card setup: 

        1. On your Locations card, in the Warehouse section, update the Assembly Consumption Warehouse Handling.   
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        2. When you select Warehouse Pick (optional) or Warehouse Pick (mandatory), in the OnTime app, the Pick task appears on the Outbound Pick tile.  
        3. When you select Inventory Movement, in the OnTime app, the Pick task appears in the Internal Assemble tile.  

        Item Card setup: 

        1. On your Item Card in the Replenishment section:  
        2. To set up an assemble to order, update your item’s Assembly Policy field as Assemble-to-Order. 
        3. To set up an assemble to stock, update your item’s Assembly Policy field as Assemble-to-Stock.  
        4. The Assembly BOM field must be set to Yes.  

        Note: If your item card is set to assemble to stock, then you'd begin the process by creating an assembly order.   

        Here are the steps to set up for the assemble-to-order option on the item card. 

        1. Create a sales order for your assembly item.   
        2. From your sales order, select Related. Then, select Order. Select Assembly Orders.  
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        3. The assembly orders list displays. You can see that the assembly order is automatically generated and synchronised to the sales order.  
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        4. Select the related assembly order. The assembly order displays.  
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          Note: The assembly order is shown as Released with the Lines item section updated that was synchronised from the sales order.  

          Note: The Quantity to Consume field is blank now. Once Picks are registered on the OnTime app, the Quantity to Consume field is updated.  

          Note: A Pick task for the assembly order appears on the OnTime app. 
        5. You can now use OnTime to complete your assembly order.  
        6. You’ve set up assembly order in Wiise ERP desktop. 

          Note: When you’ve registered the assembly order in the OnTime app, the Quantity to Consume is updated on the assembly order in Wiise ERP desktop.  
        7. You can now post the shipment for the assembly order, then post the related sales order. 
        8. You’ve completed the set-up of the assembly order.  

         

        What’s next? 

        Now that you’ve set up the assembly order in Wiise ERP desktop, find out how to use OnTime to complete your assembly order.  

         

        Need more help?     

        No problem, that's what we're here for. Reach out to support@wiise.com anytime you can't find what you're looking for.