Break Down a Kit Into Its Components Upon Receipt
The webinar discussed the process of breaking down a product kit into its components upon receipt in the Windward System Five. It detailed how to enable the disassembly option in the setup wizard, the types of inventory items that can be disassembled, and a live demonstration on how to disassemble a product kit during the receiving process.
Elmarie, as the moderator, introduced the topic and the presenter, Annabelle.
Annabelle explained that the system allows items to be ordered and then disassembled into individual components for use as spare parts.
The disassemble option is available in the software's Inventory Options section of the Setup Wizard.
Disassembly option only applies to inventory items not defined as units, including serialized and non-serialized items.
The presenter mentioned that serialized kits can be disassembled either when received through a purchase order or from the item inventory.
Demonstrated how to enable the disassembly option and how to disassemble a serialized kit upon receipt.
Annabelle clarified that the cost of the individual parts of a kit is automatically calculated but can be manually adjusted if needed.
The presenter showed how to disassemble a kit after it has been received through the Cost and Stock Levels function in the software.
Annabelle provided resources to access more help and support, including the company's website, customer care portal, learning academy, and professional services.
In the Q&A, Annabelle clarified that serialized kits can be disassembled during the receiving process or afterward, unlike dynamic exploding kits that can only be disassembled during receipt.
The webinar archive will be accessible 10 to 15 minutes after the end of the session.
0:40
Today, we will be talking about an interesting topic on how to break down a kicked into its components upon receipt: For the information of everyone, we will cater your questions at the end of the presentation. Please be detailed or specific, with your questions and enter them in the question box. Any questions. that will not be answered today, we can answer them via e-mail, or you may call support.
1:08
Just to let you know, this presentation will be available on our website with our archived webinars. You can visit WWW dot winward software dot com slash webinar to review all those past presentations.
1:25
Our presenter for today is Annabelle, who has been When Windward Software for quite a long time now.
1:31
So without further ado, I'll hand you over to Anibal.
1:38
Thanks Kyle Murray. Hello everyone. As what Elmo had said for today's webinar we'll be talking about break down a kit into its components upon receipt. So, and then let's start.
1:54
Alright, so the system five allow us items to be ordered, and then this assembled into individual components. So this option was designed to allow purchasing items for the purpose of this assembling them for spare parts.
2:12
So the disassemble option, earlier, this assembly option is set up in the inventory option to section of the Setup Wizard. So like let's say, if you wanted to enable this option to be able to disassemble any kit items, it can be set up from the setup wizard we're in, I will show you later on.
2:38
So the disassembly option cannot be used for inventory item, Is defined as unit. So there should only be irregular inventory item and not include the unit itself, both, sorry, allies and non serialize items can be, this is simple.
2:57
It's like, let's say you have a, a serialize kit.
3:04
Meegan then, set this, or you have the option to this, assemble them once you receive. Or either you receive the items through the purchase order or from the item inventory.
3:16
So, our topic for today is to break down the kid into components upon received, so, that will be through the when you receive through the PO, and it will be possible through the this assembly option, and the this is only available for kids, which are like the static kid, the dynamic, I can't, But the Dynamic Kit or in non exploding or non exploding dynamic it.
3:53
And, then, the kit information and I will show you later on once you do demonstration, so, next is items can be disassembled when received, like, serapio, by right clicking on the item, and then selecting this as symbols.
4:12
Oh, my example is this one.
4:15
From the PO, when you're about to receive the item, once it has been enabled from the setup wizard, When you right click on the kit, you have the option to disassemble by clicking on.
4:33
This is symbol option.
4:37
And, as I've said earlier, bow sorry, allies and non serialized items can be this assemble it so and now we can proceed with our live demonstration. So let's start with the setup.
4:50
So too, before we can this assembles, through receiving the socks run a PO, I will need to enable the, this assembly option, which can be done through.
5:04
The setup tool is setup wizard.
5:08
And then inventory options, too. And you have this one right here.
5:14
Use inventory, this assembly option. So we just need to, we just need to check this option.
5:21
So once this option has been checked, next up, to create your kits, so I do create some test kits right here, one of which is, it created a, a kit, which is all, which is four.
5:44
Let me just open this one, so this one though, I set up this kit as information only surprises stored with Kit. So like let's say for example, will be receiving this, and he wanted to disassemble the parts solid is show you guys, so let's do that.
6:05
OK, so we'll go to inventory and purchases and purchases, so this will be receiving the stock, let us go directly to the new receiving Report.
6:21
Let me just enter the supplier.
6:28
And there, let me just typed in queue.
6:33
OK, so this one right here this is ...
6:36
serialized items, so let's say we receive one. So, we type, in this era law, it says, is a lapped number.
6:45
For this stop, and you have decided to, this assemble the this part for spare parts. So, what we need to do is we just need to right click on it, right click on this queue. And then we have the option disassemble. So once you click on this assemble, you'll be redirected to this page. So you have the serial you click on this symbol. Now is show us all of the parts that are inside that kid. So right here, it shows there are three items which were in it showed you read under da Serra column. That means that it requires serial number. So we need to enter the serial number for these three parts.
7:34
Let me just make up tests.
7:43
Alright, we will select the Google Chat, and as you can see, we have this standard cost, and then we also have actual cost. So for example, the actual cost is different from your standard cause.
8:02
Like let's say you enter the, the, let me, let's exit right here.
8:08
Like, let's say the standard cost is 470, so like, let's say, for example, the actual cost is 500. So let me just click on OK on that one.
8:16
And you wanted to, you wanted to disassemble this, um, sorry, this kit. So we click on this assemble.
8:24
This is the serial number, We select the serial number, and then we click on this as symbol.
8:30
So, as you can see, it has the, the actual cost is 500, so the cost right here was automatically distributed based on the the the on how it was based on his standard costs. So, and then, you can see that you can see the values right here.
8:53
For this theory, we need to enter the serial numbers, So, you cannot proceed if you will not enter the serial number. As you can see, The OK button is. Not is celebrate out.
9:07
So, you need to select the items right here. But for the OK button to be enabled, we need to enter the serial number for the three serialized items.
9:23
Alright, so once we have entered a sterile numbers for the three Israel and surreal numbers, so, the OK button is now enabled.
9:33
So, Pete gone OK, and then we saw the exit, and as you can see, the item is on, the kid husband is this assembled, so you can see each item right here on the PO with their corresponding cost. And you have here the the main kit. It doesn't have the quantity, because it was disassemble. It. It's still showed right here.
10:01
Where is zero, I receive quantity, so and Enlists as receive.
10:10
OK, alright, so, we'll get this message, because the, The new cause early, the cost that you have entered is different from the standard cost. If you wish to update the, the standard cost for the inventory. So like yes. If not, just like a node. So just click yes on that one.
10:30
And then no need to print so that it. So you will get this message, What it's like an update to inform you that this particular item, like the standard cost has been updated, based on the new cost was entered from the people.
10:49
So that will be Florida sterilized Kit select.
10:54
The other, the kit that you have is a non sorry, Ally.
11:00
Item show.
11:03
Maker eight. people also created a, another Jessica Test kit.
11:10
Just name. I actually just name it as tests.
11:14
So this is, there's one. this is not a serialized one.
11:20
This is just, like, normal yet.
11:23
So, as you can see, so, Sarah lice and this is a dynamic, exploding, so So there are two right?
11:34
You can either select any of the Jews alike glitzy You have this one, or this one, so they are as long as it's not Exploding.
11:44
So Litz added on a PO and it's also for eight A receiving report directly.
12:04
So as a nerd as Q.
12:11
OK, alright, so this one when do you, when you click on the system so it'll automatically rocketed as one and like the the Surrealists item, it will go to I'm like laissez faire exempt for the surrealist item.
12:28
You will be asked to select which serial number you wanted to disassemble.
12:34
So this one, since this is a non sara list item, it will go directly to the costing window, and you can select the item and then click on OK. So once you click on OK the same thing for the non sterilized one or N, it will show each, get them on to Peel that also show the domain Kit. Right here, it is zero received, quantity.
13:04
And then we're the amount.
13:06
And then we just need to click on Receive.
13:14
Are raised, so I believe that should be all for my presentation. So, B, bar, we proceed where the question and answer? I would just like to inform you guys that we have resources available, which includes the Help Center. And you can access it through when word software dot com slash help.
13:39
We also have a customer care portal, wherein you can search for our knowledge base, and you can submit and track support tickets. And you can access it through support at when word software dot com, We also have, when we're Learning Academy, what are. And you can spin up new employees, And it's a lesson base, It has a lesson base topics, and you can access it through academy dot one word on cloud dot com.
14:08
We also have one word professional services. So, if you wanted to get guidance, one of our professional services specialists on an in-depth discussion, where Du Gard to a topic, like let's say for example, inventory accounting assessment, or any other topics, you can, you can go to one word software dot com slash professional services. Or you can contact your account manager for a coat or call at 11463575.
14:43
And we also have emergency support. We're, and you get automatically create a ticket for emergency emergency cases, which includes entire system down, you're unable to take, and you cannot login into five. And you're recovering from a power outage. So, you just need to go to win awards software dot com slash emergency. And there is a form in there where you can fill out and then you can submit.
15:13
And the next one is as what Elmer he said earlier, we do have webinar archives were and you can sign up for our future webinars, and you can also view the previously recorded events. And you can access it and when word software dot com slash webinars.
15:33
So yeah, we cannot proceed with a question and answer if you guys have any questions.
15:44
Thank you so much for that very informative presentation, Annabelle. So we're now open for questions that you guys might tau.
15:55
There's actually one question here.
16:00
It said that he unfortunately miss the start of this webinar. Will I get a copy of the entire webinar afterwards?
16:11
Thinking this might be a better option to review than to jump, and now an be totally confused.
16:20
Ah, yes, Like you wanted a copy of the video of the webinar, there, we do have the, you have the option to do so because we have the webinar archives, right? So it will be all of the the webinar videos will be saved in there. So you can just find a copy of the video afterwards.
16:47
Alright, thank you for that. Any other questions?
16:57
I think you see it her way, I think, is the question, why can we not as a symbol a kid that is dynamic. it exploding, right?
17:06
Is that is up, is that a question?
17:11
Well, if it's exploding, though, when you add it on up, PO, it will up.
17:17
It's, it's already disassembled, so, that's the reason why, like, when you add the dynamic it exploding on a B O, it will explode. Right.
17:27
So, it will, you cannot actually, you can see all of the kit items already on the PO, so, there is no need to, this assemble that so the purpose of the this assemble is for those that are like not exploding like you can link. It was a starter kit. Or in when you added on a PO, it's still just one part.
17:50
And if you wanted to disassemble this, assembly is just to receive each Git items instead of the domain one.
18:04
Alright.
18:05
Thank you for that. Hope that answers your question. There is another question here coming from Wendi.
18:16
Um, she is asking how long until this webinar will be accessible through windward sakurai dot com slash webinars?
18:29
OK, after this, after this, though, the, this, this is recorded, so after this, it will be saved, so just wait for, like, a few minutes, like, let's say, 10 to 15 minutes, and then just go to the webinar archives and see if it's already available.
18:51
All right.
18:52
And then we also have a question coming from a Dreamer.
18:57
Um, she's asking is, can you disassemble a kit that has been received already?
19:06
Ah, yes, you can actually do that. Like, let's say for Eggs, bullet resistant, Eric.
19:13
Aside from our business of being a kid from the, from the PO. Like, let's say, for example, you receive a kid's. Let's see.
19:29
Was it?
19:33
I haven't created a, a static kit. Let's just create one real quick. If it's already been received, though, there's an option to do. So, You just need to go to the inventory item. This great a kit, real quick.
19:58
Let's see.
20:04
Let me just, OK. Let me just edit this one, and let's make this a static one.
20:29
So, let's see.
20:49
All right. So as he received theory.
21:03
So once it has been received, you can disassemble it from the cost talk levels.
21:11
So you go to the right here.
21:21
We have the stock, right?
21:23
So you just need to right click on it and then you click on disassemble and then you will be redirected to the same costing window.
21:48
So I hope that answers your question.
21:52
Iran, we also have a question from Rickie, is asking if can you remove a component?
22:05
That is only a full four, because there earlier that there was like a Remove Right? So that is only applicable for surya laced ones.
22:16
So non serialized, though, it's thought possible to do so.
22:23
OK, I hope that answers your question, Ricky.
22:27
Um, alright, so a question coming from Katherine, has they're already been a webinar on how to make a kit?
22:41
Um, I'm not sure, sure, but we can actually take a look. on. You can check on our webinar archives, though, and you can search for videos in there. But I believe there should be.
22:59
But again, just search for kids, But if we, if there is none, though, and if you wanted assistance, you can just create a support ticket. and anyone can assist you on that one.
23:14
Alright, OK.
23:17
And then there is also a question coming from Capt: Do you have to dis assemble during the receiving process? Or can you disassemble after receipt?
23:33
Um, the for static kits, though, you can't eat option to disassemble after you receive so, as what I have shown earlier. So when you go to the, you, just need to go to the cost stock levels.
23:53
And then, this assemble, but for other type of kits, like, let's say, for a dynamic, it, it's not, just, you can actually do that from the, from the receiving part, because usually dynamic it, it doesn't have its own stock, right? So, initially, the item should be received on the, the kit items.
24:18
OK, I hope that answers your question, Kat.
24:24
And oh, there's a follow up coming from Gary. He said here, I think my questions may be easier if I get a call back.
24:38
OK, all right, so. What is C question about, or I think you can we can create a ticket for that one?
24:50
We can take a look at what your issue is, and then, again, check.
25:01
Alright, do get back with gary's question, his question was Why can we not this assemble a kit that is a dynamic kit exploding on invoice?
25:14
That was his question.
25:20
OK, well exploding though, when when I dynamic hit, which explodes?
25:27
When you type that in on the PO, one type of the data make it. It already showed the kit items though, like you can explode. Right. So it's kind of it's already this assembled.
25:42
So there is there's no need to disassemble it when it was when when the kit itself was disassembled.
25:49
Because it's it, it's if it's exploding. When you type in the the kit item, it will just type in or like what will enter what the items will be shown on the PO or the kit items itself.
26:08
Like? Well, let me show. Let me show you.
26:15
Let me just this one. Let me.
26:31
OK, this is a starter kit already.
26:44
OK, see?
26:50
Explode, an Envoy. So let's see this one.
26:56
E O.
27:09
OK?
27:14
So, like if you type in the test kit, did I change time?
27:20
Ready?
27:30
Hmm.
27:46
Key knowledge.
27:49
Change in me. Just check, work.
28:13
OK?
28:21
Ah, OK. No, I know.
28:25
Doesn't match me.
28:30
He said, receiving.
28:44
Yeah.
28:47
Ah, here we can actually disassemble it a face Jan correct data for that weekend.
28:53
Disassemble it the exploding one, as long as you actually exploded from the P or not after you receive it.
29:07
So the dynamic it exploding, it will only bought it.
29:11
Is only POSs fromm.
29:16
Same All the same all day now make it. So you can only disassemble it when you receive it. So, it's not possible after afterward, because the dynamic kids doesn't have their own quantity. So, the quantity is based on the kit items. Yes, you can disable it as well.
29:37
Upon receiving.
29:44
Alright.
29:44
So, OK.
29:47
So, he was able to get the answer to his question.
29:54
Yeah.
29:55
Last question is coming from CAD. The cost of the individual parts will always be calculated. Or is it something we need to adjust?
30:09
You have the option to adjust it, though, like, let's say, for example, the, I mean, what do you mean?
30:17
Like, a just, like, like Every time, or.
30:24
Because you have Do you have the option to manually enter the cost, though, if it's different.
30:33
OK, alright, I hope that answers cads question.
30:37
OK, so, I think that's all further questions, alright? So, again, I'd like to take this opportunity to invite everyone on the next webinar. that will be on November 2 at 1 0 PM. It will be about another interesting topic of GST remittance. For those of you who are interested: please feel free to join and hope to see you guys soon.
31:03
Thank you, again, everyone, for joining, and have a great day.
31:08
Bye, everyone.