With the Disassembly document you take a finished product apart and return its ingredients to stock. This is the reverse of Assembly: when the document is closed, the stock of the finished product decreases and the stock of the ingredients increases. The document number is generated automatically, for example DSZR000005/2025.
Click Main menu / Stock management / Disassembly / New, or the New button on the Main menu / Stock management / Disassembly / List page. The New disassembly sheet opens; the Site field is pre-filled with the default site.
Fill in the Performance date and Expiration dates, then type the details of the finished product to disassemble into the Item number or Name field and select it from the results. Enter the Quantity (how many pieces you disassemble), the Packing quantity if needed, and check the Site. With Storage locations and shelves you can also specify the exact place of the stock. Next to the fields an info box shows the Physical stock of the product, so you can see immediately whether there are enough pieces to disassemble.
When you select the product, the Items tab is filled automatically with the ingredients of the product. The list comes from the Ingredients tab of the finished product record, and the system multiplies the quantities by the Quantity of the document: if a product consists of 2 screws and you disassemble 5 pieces, the item will be 10 pieces. The items are refreshed when you change the quantity, or you can reload them with the refresh button next to Item number. If the product has no composition, add the items manually. The buttons of the item bar:
At least one item is required to save the document.
On the Settings tab you can enter the Billing address and the Employee. On the Serial numbers tab (Name, Item number, Quantity, Serial number, Expiration date) you record the data of products with serial numbers or expiry dates. The Internal comment tab is for a free-text note, and the Custom fields tab contains the custom fields defined by your company.
On the Actions tab, the dropdown of the Save button offers Save and Save and close. When saving, the data is recorded, but the document stays in Draft and the stock does not change. The Close button (dropdown: Close, Close and print, Close and download) finalizes the document. On closing:
Only a Draft document can be closed, and after closing the document cannot be modified. If there is not enough of the finished product in stock, closing may stop with an error message: check the Physical stock value and the site.
The Print menu offers the Ingredients printout (the list of parts to be returned, for warehouse work), the Finished product and the full Document. The Download menu gives you a PDF preview and download, and the Status change button changes the status. On a saved document further tabs appear at the top: Details, History, E-mail, Package tracking, CRM, Status history and Events. The Additional functions tab offers the shortcuts New product, New partner, New task and Partner card.
Before closing, print the Ingredients list and check in the warehouse that the parts really go back on the shelf. If there is a difference, you can still modify the items of the Draft.
| Field / Element | Required | Description |
|---|---|---|
| Document number | Generated automatically, cannot be changed (e.g. DSZR000005/2025). | |
| Document date | The day the document was created, automatic. | |
| Status | The state of the document; managed by the system. | |
| Performance date | Date the disassembly is carried out. | |
| Expiration | Expiration date of the document. | |
| Item number | Part number of the finished product to disassemble; the refresh button next to it reloads the ingredients. | |
| Name | Name of the finished product; shows a list of results while you type. | |
| Quantity | How many pieces of the finished product are disassembled; the ingredient quantities change in proportion. | |
| Packing quantity | Quantity according to the packing unit of the product. | |
| Site | Where the disassembly takes place; the ingredients return to stock here. | |
| Storage locations and shelves | The exact storage place of the stock. |
| Field / Element | Required | Description |
|---|---|---|
| Name | Name of the ingredient. | |
| Item number | Part number of the ingredient. | |
| Quantity | Quantity of the ingredient to return (the quantity in the composition multiplied by the quantity of the document). |
| Field / Element | Required | Description |
|---|---|---|
| Billing address | The address belonging to the document. | |
| Employee | The employee who carries out the disassembly; the Analytics report summarizes by this. |
Fill in the Employee field so that the disassembly appears in the Analytics report under your name.
From the composition entered on the Ingredients tab of the finished product record. If there is no composition there, you have to add the items manually.
The stock of the finished product decreases (warehouse issue) and the stock of the ingredients increases (warehouse receipt). The system creates both stock documents automatically.
At least one item is required on the Items tab. Select the finished product so that the ingredients are loaded, or add an item manually with the New button. Also check the required fields (Performance date, Expiration, Site).
Only a Draft document can be closed. Closing may also stop if there is not enough of the finished product at the selected site: check the Physical stock value and, if needed, reduce the quantity or change the site.
No, the document can only be edited in Draft status. On closing the document is finalized and no further modification is possible.
Assembly builds a finished product from its ingredients (ingredient stock decreases, finished product stock increases); Disassembly is the reverse.
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