The Assembly document records a single production (assembly) activity: a finished product is made from components in your warehouse – raw materials or parts. A typical example is the “Iskola csomag” (school pack), made of notebooks, a pencil case and other items. The document has two parts: in the header you enter what and how many you assemble, and where and when; among the items you find the components, which the system loads by itself from the product recipe.
The possible statuses of the document are: Draft, Closed, Cancellation, Cancelled. A new document is always a Draft and can be edited fully only in this status; after Close it becomes Closed and can no longer be modified. Cancellation and Cancelled can be chosen in the Status change window of the list, but they do not move any stock.
Click Main menu / Stock management / Assembly / New, or the New button in the Assembly list. An empty document opens, titled New assembly. The Document number is still empty – it is assigned on the first save (for example SZR000032/2026) – and the Status is Draft. The Close and Status change buttons are greyed out at first, because there is nothing to close yet.
Set the Performance date – the actual day of the assembly; the stock movement is booked to this date – and the Expiration date if the finished product has a shelf life. Both are required. Document date is display-only. Choose the Site (required) where the assembly takes place and, if needed, the shelf in Storage locations and shelves where the finished product goes (search by barcode or name; the plus icon next to it lets you add a new storage location).
Enter the product in the Item number or Name field: start typing and pick from the result list. Then type the Quantity, i.e. how many pieces you assemble. The system loads the product recipe (the components of the Product card) into the Items tab, one row per component. The Physical stock field shows the current stock of the finished product. The Purchase unit price becomes the sum of the item prices; the system calculates it.
The item columns: Unit quantity is how many pieces of the component are needed for one finished product; Production quantity is that value multiplied by the header Quantity; Unit purchase price is the incoming price of the component; Production purchase price is the unit price multiplied by the production quantity. The footer shows the totals and the number of items.
Example: the recipe of ISKOLACSOMAG01 (“Iskola csomag”) has four components (AB010017, AB010012, R3404, RADIR01). With a Quantity of 10, the production quantity of every component is ten times its unit quantity.
If the recipe of the product is not loaded or has changed, you can read it in again with the refresh button next to the Item number field. The recipe itself is edited in the Product card, not on this document – here you only record the actual assembly.
Besides the loaded rows you can add further components. Above the items you find these buttons: New (add an item), Open (edit the selected item), Delete (remove the selected item), Barcode collector, Import, Cloning, Product label, Template and Product card. The New button opens the Add item window: there you can search a product (Product search), open the Product card, create a New product, and add the item to the document with Add. Add and new product opens a fresh, empty item window right after adding, so you can enter several components quickly.
The Save button stores the document as a Draft; no stock movement happens yet, and you can continue later. In its drop-down, Save and close saves and closes the document in one step. Saving needs at least one item, otherwise you get the message “you must add at least 1 item to the document!”.
The Close button (drop-down: Close, Close and print, Close and download) finalizes the document – according to its tooltip, the document is finalized and no further modification is possible. In one process the system creates and closes a warehouse issue for the components, creates and closes a warehouse receipt for the finished product (the receipt price is the Purchase unit price of the header), creates a serial number if needed (GEN-YYYYMMDD-id), and finally sets the status to Closed. If any step fails, everything is rolled back and the document stays a Draft.
After saving, further tabs appear at the top of the document: Details, History, Email, Parcel tracking, CRM, Status history and Events. On the Additional functions tab you can quickly create a New product, a New partner, a New task, or open the Partner card.
After saving, the Item number, Name, Quantity, Packing quantity, Site and Storage locations and shelves fields can no longer be changed. If you mistyped the product or the quantity, use the Cloning button of the Assembly list and ignore the wrong Draft – this is faster than starting from scratch. The Performance date and Expiration date, the items and the data of the Settings tab remain editable in Draft status.
The header and tabs of the document:
| Field / Element | Required | Description |
|---|---|---|
| Document number | The unique identifier of the document (for example SZR000032/2026). Assigned on the first save, cannot be changed. | |
| Status | The state of the document: Draft, Closed, Cancellation or Cancelled. Display only. | |
| Document date | The day the document was created. Display only. | |
| Performance date | The actual day of the assembly; the stock movement is booked to this date. Editable only in Draft status. | |
| Expiration | The expiry date of the finished product. Editable only in Draft status. | |
| Purchase unit price | The unit price of the finished product, from the sum of the component purchase prices; the product is received at this price. | |
| Physical stock | The current stock of the selected finished product. Display only. | |
| Item number | The item number of the finished product (for example ISKOLACSOMAG01); searches as you type. Cannot be changed after saving. | |
| Name | The name of the finished product; an alternative way to search it. Cannot be changed after saving. | |
| Quantity | How many pieces you assemble; the production quantity of the components is calculated from it. Cannot be changed after saving. | |
| Packing quantity | The packing unit of the product. Cannot be changed after saving. | |
| Site | The site where the assembly takes place and where the finished product goes. The plus icon next to it lets you add a new one. Cannot be changed after saving. | |
| Storage locations and shelves | The container or shelf within the site (searchable by barcode or name). Cannot be changed after saving. | |
| Internal comment (tab) | Free text for internal use. | |
| Billing address (Settings tab) | The address chosen from your own company addresses. | |
| Employee (Settings tab) | The colleague who did the assembly; the Analytics report groups by this. | |
| Serial numbers (tab) | Read-only: Name, Item number, Quantity, Serial number, Expiration date. | |
| Custom fields (tab) | Your company’s own document fields, defined with the New document schema button. |
The columns of the Items tab:
| Field / Column | Required | Description |
|---|---|---|
| Name | The name of the component. | |
| Item number | The item number of the component (for example AB010017). | |
| Physical stock | The current stock of the component – it helps you decide whether there is enough for production. | |
| Unit quantity | How many pieces of the component are needed for one finished product (from the recipe). | |
| Production quantity | The unit quantity multiplied by the header Quantity; this is what Close issues. | |
| Unit purchase price | The purchase price of one piece of the component. | |
| Production purchase price | The unit purchase price multiplied by the production quantity; their sum is the Purchase unit price. |
Close is final: by then the warehouse issue and receipt have been booked, so the Performance date, the Expiration and the items are locked, and the Close button is no longer available. Close can only be run on a Draft document. If you need to record a similar assembly, make a copy in the Assembly list with the Cloning button; to correct a mistake, the Disassembly document can help.
The components are loaded from the product recipe, so the selected product must have recipe components and the Quantity must be entered. Check in the Product card whether a recipe is stored. If you changed the recipe, load it again with the refresh button next to the Item number. If there is no recipe, you can also add the items manually with the New button.
After saving, the Item number, Name, Quantity, Packing quantity, Site and Storage locations and shelves fields are locked, because the saved item rows depend on these header data. The Performance date, the Expiration, the items and the data of the Settings tab can still be edited in Draft status. The Document number and the Status are always read-only.
Warehouse receipt and Warehouse issue are one-way stock movements. Assembly does both at once: on closing, the components are issued and the finished product is received, and the system creates the two documents by itself. Details: Warehouse receipt document, Warehouse issue document.
Assembly is a separate module that appears under Main menu / Stock management only if it is part of your subscription and switched on. If you cannot see it, ask your company administrator or Logzi customer support to check the module setting and your user permissions.
If saving gives the message “you must add at least 1 item to the document!”, add at least one item (or choose a product with a recipe and a quantity). If Close fails, the whole process is rolled back: the document stays a Draft and the stock does not change. A typical cause is that a component is not available in sufficient quantity at the selected site; the text of the message always tells you what is wrong. Check the Physical stock column of the items, make up the shortage (for example with a warehouse receipt) and close again.
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