How automatic decommissioning works when posting: document creation, editing restrictions, and frequently asked questions

Automatic disassembly when receiving goods: related documents, editing rules, and cancellation

In retail and wholesale trade, goods often arrive from a supplier in large packages such as boxes, rolls, or blocks but are sold to customers individually. To simplify the accounting of such goods, Torgsoft provides an automatic disassembly function when goods are entered in a goods receipt invoice. 

Business owners most often contact technical support specialists with questions about how to configure this process correctly, why the quantity or price of the unpacked goods does not change after editing the original invoice, where documents with the «Write-off upon disassembly» and «Receipt from disassembly» statuses come from in the database, and how to cancel or delete a kit that was received by mistake.

How the mode works and document types

In Torgsoft, kits are divided into two types: a «package» containing only one type of product and a «set» containing two or more different products.

Two automatic disassembly methods are available for packages:

1. In the current document: the kit item is not entered as a receipt at all. Instead, the single product included in the kit is immediately received, and its quantity and prices are automatically recalculated based on the quantity and price of the kit item. A key feature of this method is that no receipt document is created for the package itself.

2. As separate documents: the kit item is first entered as a receipt. The program then automatically creates a write-off document for the kit item in a quantity equal to the quantity received. The recipient field of this document contains the value «Write-off upon disassembly». Next, a receipt document is created automatically with «Receipt from disassembly» specified in the recipient field and containing the unpacked products from the kit as individual units.

For «sets» containing several different products, only one automatic disassembly method is available: As separate documents.

Independence from subsequent editing of the original invoice

One of the most common questions from users is why changes are not applied to individual products after the invoice is edited.

Consequences of deleting or cancelling documents

If an error was made when receiving goods, the program applies clear rules for deleting and cancelling related documents:

• Deleting the entire invoice. If a goods receipt invoice containing products that were automatically disassembled as separate documents is deleted from the «Receipt List» form, all related documents will also be deleted automatically, including «Write-off upon disassembly» and «Receipt from disassembly».

• Deleting an individual product from the invoice. If only the kit item for which automatic disassembly was performed is deleted directly from the goods receipt invoice in the «Goods Receipt» form, the related write-off and receipt documents created during disassembly will also be deleted.

• Cancelling disassembly only. To keep the invoice and the received kit unchanged while cancelling the unpacking itself, open the «Document» — «Assembly» form and select the «Disassembly List» tab. The «Cancel disassembly» action deletes the «Write-off upon disassembly» and «Receipt from disassembly» documents but retains the original receipt document for the kit itself.

 Please note that the program supports multi-row bulk cancellation of disassembly, making it more convenient to work with large amounts of data.

Answers to common business owners’ questions about this mode

Based on enquiries submitted by business owners to technical support, here are answers to the most common situations: