How to edit Assembly Items in the Sales Bill screen?

How to edit Assembly Items in the Sales Bill screen?

The sales of the Assembly Item appears in the same way individual items are sold. The Assembly Item can be chosen from the list of Items pop-up. The on-hand stock of the Assembly Ingredients will be deducted from the Inventory when the Sales Bill is saved.

 

Why edit an Assembly Item?

In RetailEasy on-cloud, an Assembly can be edited from the Sales Bill screen. Say, your store has a series of light bulbs in different colors. You can create and Assembly with a light bulb of one color and the common bulb frame. Based on your customer's choice of the bulb color, you can alter them at the time of billing.

 

Prerequisite:

Note that only if the Ingredients were mapped rightly under the Mapping Items column of the Assembly screen, they will be available in the Substitute Item List. You can edit the Assembly Item by clicking on Master > Item > Assembly.

 

 

  • Press Enter in the Assembly Item field and choose the Assembly Item from the Item list pop-up

  • Press Enter in the Item Code field and choose the Assembly Ingredients from the Item list pop up

  • Press Enter in the Mapping Items field and choose the Mapping Items from the Select Mapping Item list pop-up by ticking all possible Ingredients that can be used as a replacement

Note: The Ingredients added in the Mapping Items screen will only appear as Substitute Item List in the Sales Bill screen

  • Click on Save

 

Refer how to configure the Assembly.

 

In the Sales Bill screen, if the Assembly Item (light bulb) is added to the bill, the Assembly Details pop-up appears with the Item Code, Description, Stock and Select option. Click on Save if no modifications are required.

 

In case of stock unavailability of an Assembly Ingredient or a requirement to change the Assembly Ingredient, we can substitute the default Ingredient with the Mapped Ingredients.

  • Click on the Substitute button and the Substitute Item List appears. You can filter the  

  • Choose the Item from the list and press Enter. The default Ingredient will be replaced with the Substitute Ingredient

  • Click on Save

 

 

Thus, you have successfully customized the Assembly for your customer, with correct stock update and without hassles in the Billing counter.

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