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RKN
Frequent Explorer *

Customize Build Assembly

I would like to use a Build Assembly to notify our warehouse to assemble finished products from their respective individual parts.  I would like to also use this same Build Assembly to notify them of the shipping address of the customer.  Is there a way to customize the Build Assembly to include the Customer information?  I've looked in the "Customize" option on the Build Assembly, but don't see a customer option.

3 REPLIES
Established Community Backer ***

Re: Customize Build Assembly

Use a Sales Order for the "customer fulfillment" part. An Assembly is an Inventory item; it is Built to have available, to Then Sell. The SO = the evidence of the Customer Order with the shipping info, address and date, etc. Customer info is never part of a Build.

RKN
Frequent Explorer *

Re: Customize Build Assembly

I'm trying to combine the build assembly and the sale into one process by customizing the Build Assembly report.  Is there no way to customize this report to include customer information?

Established Community Backer ***

Re: Customize Build Assembly


@RKN wrote:

I'm trying to combine the build assembly and the sale into one process by customizing the Build Assembly report.  Is there no way to customize this report to include customer information?


No, and the main reason for that is, an assembly build is not for a customer, it for inventory stockage.  It would seem that you build the assembly when you have an order, and that is fine, but QB only builds the assembly to stock it.