Inventory : Inventory Workflows: Subcontracting
Purpose
This document covers the workflow associated with purchasing a sub-contracted product without incorporating the supply of components to the subcontractor.
Getting Started
Enable Subcontracting
FIrst, navigate to the Manufacturing app.
Once there, click Settings and enable Subcontracting.
When you're ready, click Save.
Next, navigate to the Inventory app.
Product Configuration
Once there, go to Products > Products. Here you can either Create a new product, or open and edit an exiting product. A product that is purchased from a subcontractor, using your components, must have a specific configuration. The key areas of configuration as as follows:
Can be Purchase: Enabled
Product Type: Storable Product
Under the Purchase tab, click add a line. From here, add the subcontractor as a vendor.
Under the Inventory tab, set the Route to Buy.
Save the product but stay on the page.
Bill of Materials (BoM)
From the product, click the Bill of Materials smart button.
Next, click Create. Complete the following fields:
Product: The product being manufactured.
Product Variant: Select a variant, if it applies.
Quantity: How many products will this BoM create? It is recommended to create a BoM for one product, only.
Reference: Leave this field empty.
BoM Type: Set this to Subcontracting. Once selected, you'll then add the Subcontractor(s) with the ability to manufacture this product for you. This field should match at least one of the vendors you selected on the product template.
Company: This field pre-populates with the company you're working in.
Under the Components tab, click Add a Line and select your product component. Repeat this for every component.
When you're done, click Save.
Process
Navigate to the Purchase app.
Create the Purchase Order
Go to Orders > Purchase Orders, then click Create. Use the form to make a Purchase Order from your selected Subcontractor for the product you configured to be manufactured.
When you're done, click SAVE.
Then click CONFIRM ORDER.
Review Stock Moves
From the Inventory app, click REPORTING > PRODUCT MOVES. From this page, search for the finished good and component products to display their product moves.
