Assemblies are the products and services you provide to your customers. They are made up of a customized combination of Components, Materials, Labors, Machines, and even Child Assemblies.
Table of Contents:
- Assemblies Menu
- Assembly Screen Heading
- Assembly Details Tab
- Pricing Tab
- Linked Components Tab
- Form Designer Tab
- Formulas Tab
- Custom Fields Tab
Assemblies Menu
To find all Assemblies, navigate to Settings / Components / Assemblies.
Select an Assembly to open up the Assembly Screen
Assembly Screen Heading
The Assembly screen heading contains quick information regarding this particular assembly.
a. Determine if this Assembly is a Parent or Child.
b. Quickly see the pricing type. By hovering over the words, you can see more detailed information, including the pricing formula.
c. See at a glance when this Assembly was last edited. Hover over the date for additional information, including when the Assembly was created.
d. Click on this icon to open this assembly in QuickPrice in a new tab.
e. Click on the ellipsis for more options such as Clone or Export this assembly.
Assembly Details Tab
This tab contains general information about the Assembly including Name and Category information, as well as the accounts associated with Income and Expense. Changes can be made at any time and will need to be saved by clicking on the Save button at the bottom of the page.
a. Assembly Type - This determines if the Assembly is a Parent or a Child. Parent Assemblies are what you would typically see on Estimate and Order forms and can be made up of Components, Materials, Labors, and Machines. Some Parent Assemblies will contain Child Assemblies.
Note: Child Assemblies must be used in conjunction with a Parent Assembly.
b. Click on Upload Image to include an image of the product you are providing. You can change this image at any time.
c. Assembly Name - This name provides information as to what components are included in the Assembly. This is an internal name.
d. Name on Customer Documents - This name is visible to your customers and can be more general.
e. Description - More detailed information on the Assembly. This will be used internally.
f. Assembly Categories - Use the dropdown menu to associate this Assembly to a Category. You may add a Category by selecting the Manage Assembly Categories link located at the bottom of the dropdown.
g. Default Line Item Category - Selecting a Category can help organize your Components and can be used as a sorting option in various reports.
Note: Line Item Categories can be managed in Settings / Sales / Line Item Categories.
h. This calculates the production due date.
Ex: By putting a 5 in the box, you are telling the system that for an Order created today, the production due date would be five days from today.
i. Checking this box will prevent this Assembly from being available during the Order entry process.
Ex: You have created an Assembly for use in the back end of your production and you do not want your salesperson to select the Assembly on an Order.
i. Income Allocation Method - Use the dropdown to select how the income from this Assembly will be delivered.
Note: Single Income Allocation is generally recommended.
j. Income Account - Use the dropdown to specify the account you would like the income directed to.
k. Cost of Goods Sold (COGS) / Expense Allocation - Use the dropdown to select the appropriate method of Allocation.
l. COGS / Expense Account - Use the dropdown to select the account you would like to use.
m. Taxability Code - Use the dropdown to select which Code you would like to use for this Assembly to determine if it should be taxed in your region.
Note: Taxability Codes can be managed by navigating to Settings / Accounting / Taxability Codes.
n. Any Custom Fields created for this Assembly would appear under this heading.
Pricing Tab
This tab allows you to customize the pricing on each Assembly. Use the expand arrows on the right or click each box to edit and make changes. Any changes made will need to be saved by clicking on the Save button at the bottom of the page.
Active Pricing Method
CoreBridge offers five different Pricing Methods for your Assemblies including Cost Plus - Margin, Cost Plus - Markup, Market - Assembly Pricing, Market - Component Pricing, and Custom Formula. You can edit this information at any time by changing the appropriate field and clicking Save at the bottom of the page.
Note: The industry standard and the recommended Pricing Method is Cost Plus pricing, either Margin or Markup.
Cost Plus - Margin:
This pricing method begins with the combination of Machine, Material, and Labor Costs for this particular Assembly. This number becomes the Total Cost. Your Margin is then added to the Total Cost number as well as the cost of any Optional Features. Any discounts you have set will then be subtracted. Assembly Minimums and Assembly Fees will be factored in as well. The remaining amount is what you will charge your customers for this Assembly. For more information on cost based pricing, please see Cost Based Pricing.
1. Select Cost Plus - Margin from the Active Pricing Method dropdown.
a. Formula Customizations - These boxes can be filled in with the formulas for any discounts you would like to have applied to this Assembly.
b. Assembly Minimums - Set the cost you would like to charge at minimum for each item and the total price on the Assembly.
c. Assembly Fees - The costs you would like to charge for this particular Assembly. These can include a One-Time Fee charged when this Assembly is used, or a Per Item Quantity Fee that is charged with each item that uses this Assembly.
Cost Plus - Markup:
This pricing method begins with the combination of Machine, Material, and Labor Costs for this particular Assembly. This number becomes the Total Cost. Your Markup is then added to the Total Cost number as well as the cost of any Optional Features. Any discounts you have set will then be subtracted. Assembly Minimums and Assembly Fees will be factored in as well. The remaining amount is what you will charge your customers for this Assembly. You can edit this information at any time by changing the appropriate field and clicking Save at the bottom of the page. For more information on cost based pricing, please see Cost Based Pricing.
1. Select Cost Plus - Markup from the Active Pricing Method dropdown.
a. Formula Customizations - These boxes can be filled in with the formulas for any discounts you would like to have applied to this Assembly.
b. Assembly Minimums - Set the cost you would like to charge at minimum for each item and the total price on the Assembly.
c. Assembly Fees - The costs you would like to charge for this particular Assembly. These can include a One-Time Fee charged when this Assembly is used, or a Per Item Quantity Fee that is charged with each item that uses this Assembly.
Market - Assembly Pricing:
This pricing method is based on the current Market Price for this Assembly and is calculated by multiplying the Total Quantity by the Market Price and then adding in the cost of any Optional Features. Discounts, Minimums, and Additional Fees are factored in to reach your final cost that you will charge your customers for this Assembly. You can edit this information at any time by changing the appropriate field and clicking Save at the bottom of the page. For more information on market based pricing, please see Market Based Pricing.
Note: The total cost of Machine, Material, and Labor is calculated by the System and stored for reporting. However, this number is not included in this Pricing Method.
1. Select Market - Assembly Pricing from the dropdown.
a. Formula Customizations - These boxes can be filled in with the formulas for any discounts you would like to have applied to this Assembly.
b. Assembly Minimums - Set the cost you would like to charge at minimum for each item and the total price on the Assembly.
c. Assembly Fees - The costs you would like to charge for this particular Assembly. These can include a One-Time Fee charged when this Assembly is used, or a Per Item Quantity Fee that is charged with each item that uses this Assembly.
Market - Component Pricing:
This pricing method combines the Total Component Price from all of the Components contained in this Assembly, plus any Optional Features. Discounts, Minimums, and Additional Fees are then factored in to reach the final cost that you will charge your customers. You can edit this information at any time by changing the appropriate field and clicking Save at the bottom of the page. For more information on market based pricing, please see Market Based Pricing.
Note: The total cost of Machine, Material, and Labor is calculated by the System and stored for reporting. However, this number is not included in this Pricing Method.
1. Select Market - Component Pricing from the dropdown.
a. Formula Customizations - These boxes can be filled in with the formulas for any discounts you would like to have applied to this Assembly.
b. Assembly Minimums - Set the cost you would like to charge at minimum for each item and the total price on the Assembly.
c. Assembly Fees - The costs you would like to charge for this particular Assembly. These can include a One-Time Fee charged when this Assembly is used, or a Per Item Quantity Fee that is charged with each item that uses this Assembly.
This pricing method is a powerful way to calculate prices in a completely customizable way. The system executes the Custom Formula as it is written. You can edit this information at any time by changing the appropriate field and clicking Save at the bottom of the page.
Note: The Total Cost, a combination of Machine, Material, and Labor costs, are calculated by the system and used if the Custom Formula calls for them. Otherwise, that information is gathered and saved for use in reporting.
1. Select Custom Formula from the dropdown.
a. Custom Formula - The system will automatically populate this with a base formula that is Cost Plus in nature. You can edit and make changes as necessary to fit your pricing needs.
b. Assembly Minimums - Set the cost you would like to charge at minimum for each item and the total price on the Assembly.
c. Assembly Fees - The costs you would like to charge for this particular Assembly. These can include a One-Time Fee charged when this Assembly is used, or a Per Item Quantity Fee that is charged with each item that uses this Assembly.
Tables
This is where you are able to define price for each Unit, as well as the percentages for your Markup, Margin, and Discount. You can access this and edit at any time by typing in the appropriate field and clicking Save at the bottom of the page.
Note: These pricing tier tables may appear differently on your Assembly depending on the Pricing Method you have selected.
a. Unit Price - This is the price you will charge for each individual unit in this Assembly.
b. Markup - The Markup percentage automatically populates as 50%. This can be edited to suit your needs.
c. Margin - The Margin percentage will automatically populate as 50%. This can be edited easily at any time.
d. Discount - This will automatically show as zero, but can be edited at any time.
e. Custom Tables - To create a Custom Table, click on this button. You will be directed to a pop-up that allows you to provide the Table names and a description.
f. Click on the ellipsis to access more options. Selecting Edit Table Properties will bring up a pop-up allowing you to make changes to the Table.
Note: On a Custom Table you will also have the option to Clone and Delete the Table.
g. Click on this field to edit either the Unit Price, or Percentage.
Assembly Settings
The details contained within this bar will change depending on the Assembly you are working on. You will see different headers and text fields that allow you to input detailed information about the Components contained as well as Materials, Machines, and Labors used. This information will be the default every time you use this Assembly. You can access this and edit at any time by typing the new information in the appropriate field and then clicking Save at the bottom of the page.
Advanced
a. Percentage - This discount is calculated using a percentage of the total price of the Assembly.
b. Flat Amount - Choose a discount that is a set dollar amount, regardless of the price of the Assembly.
c. Formula - Create your own custom Formula for the system to use in calculating the discount.
d. Enable Calculated Item Quantity - Checking this box will enable the system to use a calculated value for the Item Quantity, rather than one entered by a User.
Note: Changes made in this bar will need to be saved by clicking Save at the bottom of the page.
Linked Components Tab
Every Assembly is comprised of Materials, Labors, Machines, and Child Assemblies. This tab allows you to add the Components that are associated with this Assembly.
a. Click the Green Plus button to add a Component to the list. This will bring up a pop-up allowing you to select from the Components available in your system.
Note: These can be managed at any time by navigating to Settings / Components and selecting the appropriate Component type subsection.
b. Use the search bar to quickly locate a Component from the list.
c. Click on the ellipsis to find the option to Open in Settings. This will open a new tab with the screen open to that particular Component.
d. Clicking on the Component line will bring up a side panel allowing you to quickly see details or edit information on this Component.
Note: Please see below for more information on Component Side Panels.
Component Side Panels
For each type of Component the information in the side panels will look slightly different. However, they will each contain the same basic headings.
a. Details - This information includes a label, or name to be displayed on the element, as well as a help tip you can customize the will appear when hovering over the element.
b. Data - Under this heading, you can include information such as whether this element is a single or multiple. You can select categories, add additional elements or linked elements. You will find an option under this header for using a Formula to decide if this element should be included.
c. Default - Under this heading, you can select whether or not you would like a default included for the Material, Machine, or Labor.
Note: It is recommended that all Machines include a Default Machine.
Form Designer Tab
Depending on your package, this may not be available in your system. To discuss adding this feature, please contact [email protected].
a. These icons are for adding Linked Elements, or Child Assemblies. Simply drag and drop to add one of these elements. This will bring up a modal where you can choose the element you would like to add.
b. Select this icon to edit your Assembly.
c. Select this icon to view your Assembly as it is seen on the front end on a computer screen.
d. Select this icon to view your Assembly as it is seen on the front end on a phone screen.
e. Expand the ellipsis to access options to Edit, Remove from Form, or Delete from Assembly.
f. Click Save when you have finished making your changes.
Formulas Tab
This tab shows all of the different Formulas that have been used in a particular Assembly.
a. Clicking on the Edit icon, or anywhere on the Formula Bar, will open up a side panel allowing you to quickly make edits.
Note: Click Save when you have completed your changes.
Custom Fields Tab
Any Custom Fields created for this Assembly would be found here.
Files Tab
Files associated with this Assembly can be added, organized, and stored here. Any changes made will need to be saved by clicking on the Save button at the bottom of the page.
a. Upload - This brings up a pop up, allowing you to select the Files you would like to add Files to this Assembly.
b. New Folder - This allows you to create a New Folder to keep your Files organized.
Note: Click Save when you have finished.
