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TH-GFL
Level 2

Changing the bill of materials for multiple items at once

Good Morning. Our company is using Quickbooks Enterprise Desktop 19. Sorry, in advance, for a lengthy post. I feel that if I explain a little bit of our situation, it will help explain the solution I am looking for.

 

I work for a sheet label converting company that offers many different templates and stocks(type of paper the labels are made out of). Each combination of template and stock is in our item list as an inventory assembly. For example, template 001 on a glossy paper is item 001GS(GS for "gloss stock"). The same template on uncoated paper is 001US. We convert the label sheets from large rolls of the stock that we order from paper mills. We have over 400 templates, so for each stock there are about 400 items in Quickbooks(001GS, 002GS, 003GS, etc.). Each of these assemblies/items reference the gloss stock roll that we order from the mill in the Bill of Materials. When a customer orders 1,000 sheets of 001GS, we do a build assembly which creates the 1,000 sheets of 001GS in our inventory for us to invoice. When this build assembly is created it subtracts inventory from the roll that is referenced in the Bill of Materials for that item. Here is my issue: We recently changed the mill that we are purchasing our gloss rolls from. It has a different cost, a different name, a different item number so we made a new item for that gloss roll. The 400 gloss template items we already have in Quickbooks all reference the old gloss rolls we are no longer using in their Bill of Materials. When we go to make a build for a gloss sheet order, the old roll automatically comes up since it is still the one referenced in the Bill of Materials. I can easily fix this by opening the item/assembly and changing the roll in the Bill of Materials to the new gloss roll and saving it. Now this one template will automatically bring up the new roll when doing a build assembly, which is great but that is only for that one item. Is there a way to do a batch change of all of the gloss items? Or do I have to now go through all 400 gloss items, one by one, and change the roll in the Bill of Materials?

 

I've tried figuring this out myself but have had no luck. In the Item List window there is an option to "Add/Edit Multiple List Entries" but within that option there is nowhere to change the Bill of Materials. Any help with this is greatly appreciated. Thanks!

 

EDIT: I forgot to mention, I have made the old gloss roll item "Inactive" hoping that the system would automatically redirect all the gloss sheet items to the new gloss roll item since it's the only gloss roll item that is active. Unfortunately the old gloss roll still comes up automatically in the build assemblies. 

5 Comments 5
Fiat Lux - ASIA
Level 15

Changing the bill of materials for multiple items at once

You may utilize the importer feature to import Item Part. But when you need to import the Item Assembly, consider to utilize an importer tool.

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

The template should be like this.

Assembly Item NameParent Item NameIncome AccountCOGS AccountAsset AccountPurchase CostPurchase DescriptionSales PriceSales DescriptionBuild PointComponent Item NameComponent Item QtyUnit of Measure
Kit1 General SalesCost of Goods SoldInventory Asset56Sample Kit90Sample Kit Carpeting1 
Kit1 General SalesCost of Goods SoldInventory Asset56Sample Kit90Sample Kit Pad1 
Kit2 General SalesCost of Goods SoldInventory Asset60Sample Kit105Sample Kit Wood Door1 
Kit2 General SalesCost of Goods SoldInventory Asset60Sample Kit105Sample Kit Toilet1 
Kit2 General SalesCost of Goods SoldInventory Asset60Sample Kit105Sample Kit Sink1 

 

TH-GFL
Level 2

Changing the bill of materials for multiple items at once

Thank you for the reply. So with either of these programs I would be importing a list of items and overwriting the current items I have in Quickbooks? Or would I have to delete the current items first? I've never done a bulk import before.

Charies_M
Moderator

Changing the bill of materials for multiple items at once

I'm here to answer your follow-up questions, TH-GFL.

 

You'll want to import a list of items and overwrite the current items you have in Quickbooks instead of deleting them. This will prevent the inaccuracy of your reports.

 

To give more information about managing inventory in QuickBooks Online, check out these articles:

 

 

Keep me posted for additional questions or other concerns. I'd be more than happy to help. Wishing you the best of luck.

SuNami
Level 2

Changing the bill of materials for multiple items at once

In the item list right-click on the item you want to be replaced and click "where used", quickbooks will give you the list of all the Assembly Items that use that Item in their BOM.  From here you can check mark each one and insert the ID of the new item in the field indicated by "Replacement Item".  Click Replace and Quickbooks will replace all the old inventory items with the new inventory items.

jaapkrijger
Level 4

Changing the bill of materials for multiple items at once

I use merge for this, merging the old item into the new will carry over all transactions, modify all assemblies etc. etc.

Your only problem is if you need to go back in history to make a change to an old assembly, make sure you click no when you get the dialogue that the assembly has changed otherwise all details (cost, supplier etc.) will change to the new

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