How to Assemble an Item and then Sell it to the Customer

This article provides a comprehensive guide on assembling an item from individual parts and then processing its sale to a customer using the Point of Sale (POS) module. This process covers creating an assembly job, sending it to a vendor, and completing the sale once the item is received.

You may refer to this video for a visual guide on How to Assemble an Item and then Sell it to the Customer: 

https://www.youtube.com/watch?v=hVJhoqkI2qs.

Step 1: Create the Assembly Job

1. Open the Service Job module from the POS Admin and click Create a Job.
   
   
   
   
   

2. Select Advanced Service Job to start the assembly job.
   
   

3. Fill out any miscellaneous information about the assembly job, including the job location.

   • Note: In this example, the assembly job begins in the main store before being sent to the vendor.

4. Once complete, press Next.
   
    
   
   
   

Step 2: Add Service Job Lines for Assembly

1. In the Service Job Lines section, click Add Service Job Line.
   
   

2. Select Assembly Job from the dropdown to add a product assembly line.
   
   

3. To add parts for assembly:

   • Press Add Part and choose Part from the dropdown.

   • In the task line dialog, select the required part from the Product List. For example, add a diamond by selecting it from the list and pressing OK.

   • Adjust descriptions, prices, or quantities as needed.

4. Repeat the process to add additional parts, such as the second stone and a mount.

5. Once the task lines are complete, press Next to proceed.
   
    
   
   
   

Step 3: Define the Final Product

1. In this section, describe the final product that will be assembled.

   • Enter the resulting quantity. For example, produce one ring from the given parts.

2. Select the resulting item by clicking Select Product to open the product selection dialog.

   • You can create a new product (e.g., a ring) or select an existing SKU.

3. Once complete, press Complete.
   
   

4. Refresh the grid to see the new assembly job at the top of the list.
   
    
   
   
   

Step 4: Send the Job to the Vendor

1. Locate the created assembly job and click the three-dotted button on the right.
   
   

2. Select Send and choose the appropriate vendor.
   
   

• Note: The Vendor Memo will automatically generate once the vendor is selected.

Step 5: Receive the Completed Assembly from the Vendor

1. When the vendor completes the assembly, go to the Vendors module and select the vendor.

2. Navigate to the Jobs tab and locate the assembly job (it will be in a pending state).
   
   

3. Press Receive Job to start the merchandise receiving process.
   
    

   • Complete the merchandise receive process as usual.
     
     

4. Check the Product Details to verify the updated quantity.
   
    

             You should now see the newly assembled item in your inventory.

Step 6: Sell the Assembled Product

1. Open the Sale module and search for the assembled item in the search bar.

2. Add the item to the cart and select the customer.
   
   

3. When ready, press Checkout and proceed to the payment options.

4. In this example, the customer will pay using a check.
   
   

• After confirming that the balance is zero, press Submit Sale to complete the transaction.

Troubleshooting

For any issues encountered during assembly or sale, contact Flawless POS support for assistance.