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Community Explorer **

Assembly items in POS

We are moving our production inventory from being housed in QB to POS. In POS our assembly items were non inventory items so they could sell them out of POS, but we did the assemblies and housed the inventory in QB. 

 

In order to move the inventory to POS, I updated the cost on the non inventory items to match the QB average cost of each item. I then changed the item to assembly. I also did a quantity adjustment to update the starting quantities from the inventory we have in QB. Now that I've done all of that, I'm unable to update the assemblies. I select an item to add to the assembly and nothing happens. When I start a new item from scratch, I can update the assembly. So I'm assuming it has something to do with one of the steps I did. 

 

I couldn't avoid adding a cost otherwise when I did the quantity adjustment in POS, there would be no value difference to wash with the QB inventory adjustment I do to take the items out of QB. I had to change them to assembly to enter the recipes. I'm not sure what would have triggered it to not allow me to update recipes. Any ideas of how to fix this besides creating whole new item codes or where I went wrong?

Solved
Best answer 07-17-2019

Accepted Solutions
QuickBooks Team

Re: Assembly items in POS

Hello Saratgu,

 

I appreciate you for getting back to us here in the Community. Allow me to step in and assist you with the assembly items in POS.

 

Can you share with me what you're referring to the recipes? Are you trying to import data into the Point of Sale system? Any additional screenshots or detailed information concerning the issue will ensure a timely solution.

 

If you're using the import process and you're unable to make changes on it, please make sure the data is formatted correctly. For more insights into importing and exporting process, please refer to the article I'm adding on this:

 

QuickBooks Desktop Point of Sale: Import and Export overview.

 

If you encounter issues with the assembly items without getting any error, I recommend contacting our Support Specialists. One of them needs to take over and perform some troubleshooting on your behalf.

 

You can acquire the contact information through the link I'm attaching below:

 

QuickBooks Point of Sale Customer Resource Center.

 

Let me know if you have additional questions or if you seek further assistance with regards to the items concern. The Community will be here to help.

4 Comments
QuickBooks Team

Re: Assembly items in POS

Thanks for the detailed information of your question, Saratgu.

 

The way you created the items in QuickBooks should be the same within POS. This is the reason why, the quantity and the information didn't sync. 

 

With this, you'll need to create whole new item codes with the same item type and information. 

 

You can check out this article for more details about  Financial Exchange. Also, when making various changes in your data you can import or export information in your file using MS Excel. 

 

I'll be around if you need more help. 

Community Explorer **

Re: Assembly items in POS

Thank you for the response. I'm not sure I understand what you're saying. The assembly items in POS and QB are not connected. No information from the items in QB update the POS items in a financial exchange.  POS updates QB. We're moving the inventory in to POS. 

QuickBooks Team

Re: Assembly items in POS

Hello Saratgu,

 

I appreciate you for getting back to us here in the Community. Allow me to step in and assist you with the assembly items in POS.

 

Can you share with me what you're referring to the recipes? Are you trying to import data into the Point of Sale system? Any additional screenshots or detailed information concerning the issue will ensure a timely solution.

 

If you're using the import process and you're unable to make changes on it, please make sure the data is formatted correctly. For more insights into importing and exporting process, please refer to the article I'm adding on this:

 

QuickBooks Desktop Point of Sale: Import and Export overview.

 

If you encounter issues with the assembly items without getting any error, I recommend contacting our Support Specialists. One of them needs to take over and perform some troubleshooting on your behalf.

 

You can acquire the contact information through the link I'm attaching below:

 

QuickBooks Point of Sale Customer Resource Center.

 

Let me know if you have additional questions or if you seek further assistance with regards to the items concern. The Community will be here to help.

Community Explorer **

Re: Assembly items in POS

I am not importing. I simply changed the item type in POS to assembly, went in to the 'edit  assembly' area of that item and was trying to input the assembly with items we have in inventory. It is not giving me an error, it just does nothing when I select an item to add. I think I will have to contact the support team like you mentioned. I had a feeling that would be the case but I figured I'd see if anyone had any ideas. 

 

Thank you so much.