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sendoagil
Level 1

Building Assemblies for a Bakery, to control inventory and forecast capacity for production

We have a commercial wholesale bakery with a about 24 different products.

Forecasting inventory needs and calculating capacity for production is somewhat complex.

 

Has anyone used assemblies to help facilitate some of these complexities?  

Inventory control

Bill of Materials

and Inventory count pre-finished products (a batch of 5000 cookies)

finished product (that batch converted to a 500 packs of 10)

 

Inventory of raw material is calculated accordingly to create PO's

and New / Pending sales orders are now reserving the newly available finished products as mentioned above.

 

any recommendations you can share will be appreciated.

thank you in advance

ea

3 Comments
MaryLurleenM
Moderator

Building Assemblies for a Bakery, to control inventory and forecast capacity for production

Good day, sendoagil,

 

You use different raw materials to make cookies. When added to a transaction it won’t show the components, only the inventory assembly itself.


Since each and every part used to create an assembly has affecting accounts, it also affects the reports. In order to clear the components, start utilizing the built-in feature in QuickBooks moving forward.


Listed below are the few properties of an inventory assembly item:

  • Inventory Assembly items contain a bill of materials (BOM), which is a list of the component items used to create it. 
  • The BOM can contain other assemblies, inventory and non-inventory parts, service and other charge items.
  • It decreases the quantity on hand of the assembly itself but has no effect on the component parts when sold.
  • A special transaction called a “Build” reduce the quantity on hand of the component parts and increase the quantity on hand of the inventory assembly.

You'll learn more from this article: Create, build, and work with inventory assembly items

 

Here's another one you can check out: Use single and multiple units of measure for items and track the products you manufacture.

 

I'll be right here if you have more questions.

kimondor
Level 2

Building Assemblies for a Bakery, to control inventory and forecast capacity for production

Hello intuit community? Have been using Quickbooks Enterprise to run a general merchandise store but am considering a bakery whereby I will be using 3 vans with 3 separate drivers to deliver them to learning institutions and retailers. Now my question is if i can be in a position to use Enterprise so that i will track customer payments and balances and at the same time i track the crates of bread left to customers. Will greatly appreciate it.

RCV
QuickBooks Team
QuickBooks Team

Building Assemblies for a Bakery, to control inventory and forecast capacity for production

Thanks for checking in with us, kimondor.

 

In QuickBooks Desktop Enterprise, we can use a unit of measure to track the crates of bread left to customers. Unit of measure sets is available only when Multiple U/M Per Item is selected as the unit of measure mode. A unit of measure set consists of a base unit and any number of related units. Here's how to use a unit of measure:

  1. Go to the Edit menu, then select Preferences. 
  2. Select Items & Inventory, then go to the Company Preferences tab.
  3. In the Unit of Measure section, select Enable. If you don't see the Enable button, the unit of measure is already turned on.
  4. Select which unit of measure mode is right for your business.
  5. If you don't want to define a unit of measure right now and assign it to the current item, mark Begin defining units of measure. This checkbox only available if you are in the New Item or Edit Item window when you click the Enable button. If you started in the Preferences window, you can assign a unit of measure when you create or edit an item, or when you add an item to a transaction.
  6. If the Begin defining units of measure checkbox is selected, complete the wizard, then select Finish.
  7. Press OK.

For more details about this one, see the  Use single and multiple units of measure for items article. To track payments and balances, you can use the custom fields on invoices for identification and location tracking. You can check out the Get started with customer transaction workflows in QuickBooks Desktop article for more details about organizing your cash flow, track sales, receivables, and profitability more accurately.

 

Feel free to visit our Get Started page for more insights about running your business in QuickBooks Desktop Enterprise.

 

The Community will always have your back if you need a hand with running your financial reports in QuickBooks. Have a great day ahead. 

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