1. Navigate to Inventory → Items → Assemble. The New Item screen will appear with the Parts tab open.
2. To add a part from the New Item → Part tab, select Add a Part. The New Part window will appear.
3. Use the Task drop-down menu to choose which labor task first attaches the part to the finished item. TAKE NOTE: By default, when you create a new assembly item, there is one labor task created called Assemble. It is only necessary to use this drop-down to add additional tasks.
4. If an inventory item is to be used as a part, select that item from the Item Number field. You can enter the item number directly or select from the Item Number drop-down menu. For non-inventory parts, skip this field.
5. Complete remaining fields as appropriate.
6. Once all part information has been entered, select one of the Save options to finish adding that part. TAKE NOTE: When adding multiple parts, use the Save & New button to save the current part and immediately open a New Part window to add the next part.
7. Added parts will appear in the Parts tab. Inventory items will appear with their SKU number while non-inventory items will just appear with their description.
8. To access the part details screen, select a part and select Part Details. This window is identical to the New Part window. Use this to make changes to existing parts.
9. Use Set Primary Part to specify a part to be the Primary Part of this assembled piece. The Edge will automatically copy key details from the primary part (such as vendor and style). This is optional.
10. The Edge allows you to detail and account for the labor required to assemble an item. To add labor associated with a task, select the Labor tab from the New Item screen. It will appear with an automatically generated labor task named “Assemble”. The Assemble task automatically includes a price for the parts (items) being assembled together. You may also specify labor or other pricing associated with this task. The Parts, Labor and Other prices for all tasks will be summed and suggested as a new price for the assembled item when the item is saved. You can add additional tasks to the assembly by selecting Add Task.
11. If there is a labor charge associated with this assembly, you can enter the amount into the Labor field.
12. To add specific steps to the labor, select Add Task. A new task line will appear.
13. Enter appropriate notes for the task.
14. To enter additional details, select Task Details. The Task Details window will appear.
15. Make the desired changes, including adding task-specific part information in the parts tab, and select OK. You’ll be returned to the New Item screen. Though the information appears here, it is also retained on the originating item record to maintain accurate inventory history.
    TAKE NOTE: The Add button on the Stone tab is disabled. You cannot directly add stones to this assembled piece. Instead, any stones must be added under the Assembled tab as a part. We do not recommend using non-inventory items to represent stone parts because they lack the supporting inventory record and therefore the stone information will not appear on the Stones tab of the final assembled item. Instead, you should add the stone to inventory so they can be added as inventory parts. Stones will be moved to the Stones tab after the item is complete.
16. After entering part and labor details, you must complete the assembled item entry on the General tab. This is described in more detail in the section entitled Adding an Item. You may complete other tabs described there as well.
17. Select OK/Save & Close.
18. To save the item as a template, from the Item screen Supervisor menu, after the item has been saved, select Create as a Template and select Save & Close.
19. You will be prompted to print an envelope. Select Yes to print an envelope if needed. TAKE NOTE: On saving this newly assembled piece, all of its parts that came from inventory will have their status changed from In Stock (I) to Consumed (U). Additionally, there will be a new button visible on the consumed part’s item record that links to the assembled piece.