Made-to-Order Kitting

Add a Made to Order Item to a Proposal

A Made to Order (MTO) item appears differently within a proposal than a sales order. Go to Sales > Proposals to select and open a proposal. From the proposal, add an item that contains components and has the Made to Order option enabled within the Component tab as shown below:

The components of the Tool Rack and Organizer (TOORACK) are displayed within a proposal as a standard materials list. The manufacturing batch is not created for a Made to Order (MTO) item until the sales order is created from the proposal.  

NOTE: A Made to Order manufacturing batch will be created for each inventory item that is classified as Track Count, Serialized Item, or any other perpetual item and contains components (shown as a materials list within the proposal) when the proposal is processed into a sales order. All materials lists for items classified as No Count or Service or another no count Classification will be inserted into a sales order as a materials list. Review Materials Lists for more details regarding a standard materials list.

Review the Creating a Sales Order from a Proposal section of the sales documentation for more details on creating a sales order from a proposal.