1. Basic Concepts of ATO/PTO

In ERP Inventory Attributes, ATO and PTO are the two most common types. Proper utilization of these attributes during order fulfillment can significantly improve manufacturing customers’ order delivery efficiency and reduce inventory costs.

• ATO (Assemble to Order): Refers to assembling products into finished goods based on the order’s product combination details before shipping.
• PTO (Pick to Order): Refers to picking the corresponding products directly from Inventory based on the order’s product combination details without assembly before shipping.

2. Common ATO/PTO Application Scenarios

2.1 ATO Scenario: Bicycles

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• Bicycles are one of the most common ATO product combinations in daily life, where customers typically purchase pre-assembled units.
• A bicycle product combination includes components like the frame, seat, and wheels, delivered as a complete unit. Pricing, delivery, and Inventory control are all managed at the assembled product level.

2.2 ATO Scenario: Oral Hygiene Display Stand

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• Oral hygiene display stands are a typical ATO product combination.
• The display stand may consist of varying quantities of dental floss, toothbrushes, and toothpaste, affecting the product bundle’s pricing. However, delivery and Inventory control are handled at the assembled display stand level.

2.3 PTO Scenario: Tool Kits

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• Tool kits are a classic PTO product combination.
• A tool kit typically includes multiple tools, such as a drill, screwdriver, and wrench. Since no assembly is required, each tool is shipped individually. Pricing, delivery, and Inventory control are managed at the individual component level.

2.4 PTO Scenario: Branded Desktop Computers

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• Branded desktop computers for office use are another typical PTO product combination.
• Vendors often quote these as a bundled set, but delivery includes separate components: the monitor, main unit, and keyboard. Each component is shipped and tracked individually in Inventory.

3. Enabling ATO/PTO Functionality in Shipping Orders

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The ATO/PTO feature is an advanced plugin for Shipping Orders. Before enabling it, ensure the following prerequisites are met:

• The new version of product bundles must be enabled (the legacy version is not supported).
• The default Shipping Order object must be activated.
• Path: CRM Platform Management > Inventory Management > Plugin Management, where you can manually enable the ATO/PTO plugin.

4. Using the ATO/PTO Functionality in Shipping Orders

4.1 Configuring the Delivery Mode for Product Bundles

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• When creating a new product bundle, specify the delivery mode in the Primary Object.
• Select ATO if the bundle requires assembly and only the root product (parent item) is to be delivered.
• Select PTO if the bundle does not require assembly and only the child items are to be delivered.

4.2 Creating an Order with Product Bundles

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• Creating an order with product bundles follows the same logic regardless of whether the ATO/PTO plugin is enabled.
• Both ATO and PTO bundles are displayed in a hierarchical tree structure within the order line items.

4.3 Order Fulfillment – ATO Mode

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• For ATO bundles, only the parent item can be selected during order fulfillment. The entire bundle is added to the Shipping Order line items in a hierarchical structure.
• Only the parent item’s shipment quantity can be entered. Child items cannot be modified or deleted individually—removing the parent item removes the entire bundle.
• Upon confirmation, the Shipping Order updates the parent item’s shipped quantity and amount in the original order. Full shipment of the parent item marks the entire bundle as shipped.

4.4 Order Fulfillment – PTO Mode

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• For PTO bundles, both parent and child items can be selected during order fulfillment. The selected items are added to the Shipping Order, maintaining a full or partial hierarchical structure.
• Only child items’ shipment quantities can be entered. The parent item cannot be modified, but child items can be deleted individually—removing the parent item removes all selected items.
• Upon confirmation, the Shipping Order updates the child items’ shipped quantities and amounts in the original order. Full shipment of all child items marks the entire bundle as shipped.