Add a Made to Order Item into a Sales Order

Many advantages of a Made to Order (MTO) item become evident when the user includes the MTO item in a sales order.

Adding MTO Item to a Sales Order

Open a sales order and insert a Made to Order (MTO) item into the table as shown below. 

The item shown above (TOORACK) is identified as MTO because the Made to Order option within the product record's Components tab is enabled.

A Made to Order dialog appears when an item is entered within the sales order with the following options:

• Click on the Manufacture Item button to create a new manufacturing batch. This standard option should be used unless a stock item is available that matches the customer's needs.   

• Click on the Select Existing button to pull the item from existing stock. This will list any manufacturing batches that have not been sold or any MTO items that were created from a sale that was deleted.

• Click the Cancel button to pull stock from inventory rather than select from any past MTO batches.

The manufacturing batch will open if the View Manufacturing Batch checkbox is enabled as shown below:

Any changes to the Items Consumed should be made to match the custom MTO item.

Review Creating a Simple Manufacturing Batch for more details on the settings within a manufacturing batch. Select File > Close from the Manufacturing batch menu to close the MTO batch screen.

Note that the Quantity, Unit Price, and Description columns are copied from the manufacturing batch unless the Update Description from Manufacturing Batch is disabled. Right-click on the detail line of the sales order to view the following context menu options:

The Description within the sales order is copied from the finished good Description and the Descriptions from the Items Consumed list. The Item Consumed descriptions are defaulted to show based on the Show on Printed Document options set within the component list properties. Review the Optional Components or Accessories section for more details on showing component descriptions, quantities, and unit of measure settings.

The Quantity and Unit Price is copied from the invoice but can be changed within the manufacturing batch. The unit Price of each Item Consumed is prorated within the Item Consumed list in a similar manner as a materials list. Changing quantities or unit pricing for individual items will change the Finished Good's Unit Price. The Unit Price can be altered as well, and the change will be reflected by prorating each of the items within the Items Consumed list. Review the Components and Accessories > Option and Kit Pricing section for more details on variable pricing based on the optional components chosen for the MTO batch.

Since the Unit Price and Description are copied from the batch, a sales order description and price may be altered by connecting to another MTO batch.

Creating a Manufacturing Batch for a MTO item without the Made to Order option enabled within the item

Any track count inventory item can be manufactured from the sales order even if the Made to Order option is disabled within the product record Component tab.

Enter an item that is classified as Track Count, Serialized Item, or any other perpetual inventory classification. Right-click on the detail line of the sales order and select Made to Order from the context menu as shown below:

The same dialog will appear that automatically appears if the Made to Order option is enabled within the Component tab of the inventory item.

Select the Manufacture Item button to create a new manufacturing batch or click on the Select Existing to attach to an existing batch.