Creating Auto Build Parts
CreataCRM has Auto Build Part items. This is for Items that you build often, and you would like a auto build functionality to automate the build for speed. This document helps you create a Auto Building items from creataCRM warehouse.
Create a product Service
Goto Sale Home - > Sales - > Product & Services
Create a new Product Service
Click on New for Product and Services that is the end product
Fill in the end product
Add the product and the price
Add the items that create the product
If you can goto the Auto build tab below the buyers description and then click new
Add the items to build the item, Like a Chocolate biscuit
Choose the item that if going to build the item, for example Self raising flour
- Add the item
- Add the Quantity amount
When you are finish with the items you have build
For the example below, a choclate biscuit is made up of caster Sugar, Cocoa power, Margarine and Self raising flour. You need to make sure these items are stocked in the warehouse in the warehouse.
Please make sure all items are stock in the warehouse,
To check, Click on Tools - Add to Warehouse for each ware house
Add the product to the warehouse
Add the item to the Warehouse. Make sure it is in the same warehouse
To Confirm its in the warehouse
Click on the warehouse and review the items that need to be built in the warehouse
Do a quick stock take
- Tick on the items that are needing the numbers adjust
Create a New Stock Take
- Name
- Counted By
- Create Stocktake
Add Numbers to the Stock take
This is adding Numbers to the stocktake. In the Count Form change the numbers
Change the numbers of the count
- Adjust numbers
- Save and Close
Complete Entry
Click on Complete Entry
To Build Item on Warehouse
- Select the item
- click on Tools Build item
Add the items you would like to build
Click ont he edit button
Typpe int he items to build
- edit the items to build and save and close
- Click on OK
Teh Auto Build item has taken off stock
We took off 2 Chocolate biscuits,
It took off
- 2 X 2 Caster Sugar
- 2 X 1 Cocoa Power
- 2 X 3 Margarine
- 2 X 2 Self Raising Flour
