ParcelPilot
Help

Building Stock from Components

Use this guide when the warehouse needs to build a finished SKU from component stock already held in the warehouse.

When should I use this?

Use Inventory Assemblies when you need to:

  • build finished stock from multiple component items
  • review and approve a client assembly request
  • track build progress over more than one step
  • add the finished stock directly into inventory when the build is completed

This is not the right workflow for supplier deliveries. For incoming stock from outside the warehouse, use Registering and receiving an expected delivery.

Before you start

Check these basics first:

  1. The finished item is set up as an assembly product.
  2. The component list is correct.
  3. The component stock is already in the warehouse.
  4. The destination warehouse and location are known.

If you need help setting up the finished SKU, use Items — Product Types And Components.

Who does what?

Client users can:

  • submit an assembly request for their own client
  • view progress on that request
  • withdraw the request before the warehouse prepares it

Warehouse and admin users can:

  • create an assembly directly
  • review a client request
  • use Prepare Assembly or Reject Request
  • choose source and destination locations
  • record build progress
  • complete the assembly

How it works

ParcelPilot checks the component stock that is available to build with.

The AI Assistant on an assembly record can now explain the current saved workflow state as well as buildability. It can distinguish between:

  • a request that still needs Prepare Assembly
  • an open draft that can proceed operationally
  • a draft blocked by destination-location or warehouse rules
  • a draft that is not buildable from stock right now but could still be closed short if that decision has already been approved

For measured components, the required quantity is shown per finished unit and can use decimal values. The component item's Minimum practical quantity is only a guide for operators; it does not force the BOM quantity to follow a step or multiple rule.

When the assembly is completed:

  • component stock is reduced
  • finished stock is added to the chosen destination location
  • Monthly Operations can include the assembly work and any receiving charge settings attached to that assembly

You do not create a separate receipt for the finished goods.

Step-by-step

  1. Open Inventory Assemblies.
  2. Create a new assembly, or open a client request that needs review.
  3. Choose the Client, Warehouse, finished item, and quantity.
  4. Review the automatically generated Assembly Reference.
  5. Choose the Destination location for the finished stock.
  6. Review the suggested source locations for the component stock.
  7. Check Available to Build and any shortage warnings.
  8. If this started as a client request, use Prepare Assembly when the warehouse plan is ready, or Reject Request if it cannot proceed.
  9. Use Build to record actual progress.
  10. Use Build remaining if the rest of the quantity can be finished in one step.
  11. Use Complete when the assembly is finished, or close it short if the UI asks for a shortfall reason.

What happens next?

After completion:

  • the finished SKU is available in the destination location
  • the component stock used for the build is reduced
  • the assembly moves out of the open-work queue
  • any assembly-related billing can be picked up later in Monthly Operations

Common questions

Can a client user build the stock themselves?

No. Client users can request assembly work, but the warehouse completes the operational build.

Do I need a separate receipt for the finished goods?

No. Completing the assembly creates the finished stock.

Can we finish short?

Yes, when the UI offers that option. Use the reason field shown on Complete so the shortfall is recorded properly.

Why is Build or Complete unavailable?

Check the record status, component availability, and whether the assembly is still waiting for warehouse preparation.

If the assembly is already in draft, also check whether the saved destination location still belongs to the warehouse and can accept the finished SKU without breaking mixed-SKU rules.

What does ready to complete mean here?

Ready to complete means the saved assembly is in draft state and does not currently show a saved warehouse or destination-location blocker.

It does not guarantee that the full remaining quantity is buildable right now.

If component stock is short, the warehouse may still be able to close the remaining quantity only as an approved shortfall. Final stock, source, destination, and billing validation still runs when Complete is executed.

Things to check if something looks wrong

  1. Confirm the finished item and component list are correct.
  2. Check the selected warehouse and destination location.
  3. Review Available to Build before recording progress.
  4. If the assembly is still in requested state, confirm the warehouse has prepared it into a draft before expecting Build or Complete to appear.
  5. If the wrong quantity was requested, fix it before build history starts.

Related guides