ITrack/Enterprise/Collections

ITrack Enterprise has 3 normal types of collections:

• Assembly - An assembly is a master part that is composed of one or more sub-parts, which become available only by doing additional work on the assembly (traditionally through a Work Order). Items assigned to an assembly are left at quantity 0, but are searchable so you know they're potentially available. When selling an assembly, you may be asked to choose which child parts are still available (in case you partially broke down the assembly) and to change cost allocation.
  • Creating an Assembly: On the Link tab, select "This is part of a collection," and select "Assembly" from the Type dropdown list. When you do this, a second dropdown list of Template becomes active. Templates can be created under Configure >>> Inventory >>> Assembly Templates, and are linked to the Assembly via the part type. Selecting a Template populates the fields in "Members in this Collection." Click the "Add Existing" button to associate an existing item with the Assembly. The "New Item" button allows you to create a new part specifically for this Assembly. The "Breakdown" button opens the Breakdown Assembly window, which allows you to edit the Quantity to disperse, the method of cost distribution, and will open the work Order, if "Advanced breakdown mode" is checked in the bottom right of the window. If you add an item by mistake, or want to change the Members, you can click the Remove button at the bottom of the screen to delete a Member from the list.
  • Ordering an Assembly: In a Purchase Order, you can use the lookup function to look up the name of the Collection. The Collection name will be visible on the PO. Receiving those items updates stock on hand for the Collection.
  • Selling an Assembly: On a Sales Order, use the lookup function to look up the name of the Collection. The Collection name will be visible on the SO/Invoice. This sale will adjust Stock on Hand for the Collection.
• Template - A collection of parts under a single name. These can be used to group multiple parts together so that they can be used as a group. For example, there might be a template called "Winter Special" which would include a windshield scraper, a bottle of cold starting fluid, and a few gallons of anti-ice wiper fluid. Templates offer a convenient way to work with several commonly grouped items at once.
• Kit - A kit is a collection of items that is sold under the alias of a particular inventory item called the "master" item. When a kit is sold, quantity from each item in the kit is removed from inventory however sales history is only attributed to the kit "master" item itself.