SalesDoc Architect’s Assemblies functionality enables solutions to be configured using a building-block approach. This is especially useful when configuring complex solutions with multiple bill-of-material levels, such as structured cabling and audio/video solutions.




In Sub-Assembly 1, there are quantity 3 of Part# A and quantity 2 of Part# B .

In Final Assembly A, there is quantity 3 of Sub-Assembly 1 .

Provide quantity 1 of Final Assembly A .



Without a building-block approach, users would have to manually calculate the quantity for each part number.



When additional part numbers, sub-assemblies and assemblies are added, or quantities are changed, manually calculating and re-calculating part quantities becomes unwieldy and error-prone. SalesDoc Architect automates this process.

For example, if in the above example we needed quantity 6 of Sub-Assembly 1 in Final Assembly A, the user would only need to change the number in one place and the rest of the required part quantities would be automatically re-calculated.


To utilize the assemblies functionality, the Architect Manager must perform some setup, including adding an Assemblies Module to the Tabs folder.



Building Assemblies


To build sub-assemblies and final assemblies using SalesDoc Architect, click the Assemblies button on the SDA toolbar.





Building Final Assemblies is a three-step process:



Get/Import Parts


There are three ways to get/import parts into the Assemblies tab.



Data in the files imported under options 1 and 2 above must be structured as follows:



Row 1 of the import file should contain the column labels

Row 2 of the import file is where the data should start


The spelling of the column headers in row 1 is irrelevant; it is the columnar order of the data that is important.



To import final assemblies or sub-assemblies from a file, users must also put a quantity value (or Excel formula with a numeric result) in column 8. Excel formulas in the Qty column (column 8) are particularly useful if the quantity of one part is dependent on the quantity of one or more other parts within the sub-assembly or final assembly.


Create template files containing parts that are regularly imported, also create template files for sub-assemblies and final assemblies that are regularly brought into assembly quotes, making sure to include column 8 (Qty) in the template files.


For faster access, create a folder called “Assemblies” under CorsPro\PQuote folder and place the template files there.



When users click either the Import parts from file button or the Import Assy/SubAssy button, SalesDoc Architect will first look to that folder for the files to import.


When importing parts, sub-assemblies or assemblies, there is an option of using the pricing/costing data in the import file or using the data from the SDA (or Tigerpaw or other) database if the part(s) can be found in the database. When prompted with the question “Do you want the pricing/costing from the Excel import file(s) to override the pricing/costing in the database for this quote?”, answer as appropriate.


Use this functionality to configure solution, create an output of configured parts for vendors to bid on, then RE-IMPORT the parts into the quote using the pricing/costing from the Excel file that is based on the final vendor bids.


Users can manually enter write in parts directly on the assemblies tab by clicking the Add Write In part button and entering the information for the write in part.



Configure Sub-Assemblies


Once parts are imported into the Assemblies tab, build the sub-assemblies


Configure Final Assemblies


Creating final assemblies works the same as creating sub-assemblies with the exception that users not only can select and insert parts within the final assemblies, but can also select and insert sub-assemblies that have been created.

In fact, insert both individual parts and sub-assemblies at the same time by holding the Control key down while selecting parts and sub-assemblies, then clicking the Insert Selected Items button to insert the selected parts and sub-assemblies within the final assembly on the Assemblies tab.


Adding and Deleting Items


Additional items can be inserted into existing sub-assemblies or final assemblies:


Replicating Sub-Assemblies and Final Assemblies


Use existing sub-assemblies or final assemblies as the basis for creating new sub-assemblies or final assemblies



SalesDoc Architect will then create an independent copy of the sub-assembly/final assembly which can modify as desired.


Exporting Sub-Assemblies and Final Assemblies


After creating sub-assemblies and final assemblies in live quotes, save those sub-assemblies and final assemblies as template files to import into future quotes.



For faster access, save it to the “Assemblies” sub-folder located under CorsPro\PQuote folder.










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