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Lti3d
Level 1

Completing a Build Assembly and Pulling Physical Inventor

I have a few questions on Build Assemblies:

 

1. How are Build Assemblies completed/closed?

      1.a Are the completed/closed when Invoices are created?

2. When is the physical quantity adjusted (not inventory value but number/quantity on on hand).

      2.a Is this done when the invoice is created

      2.b If so how does the Newley created invoice know which Build Assembly to pull the physical inventory from?

3 Comments 3
Nicole_N
QuickBooks Team

Completing a Build Assembly and Pulling Physical Inventor

Hi there Lti3d, I'm here to share some information about Build Assemblies in QuickBooks Desktop (QBDT).

 

QuickBooks lets you combine inventory parts and other items to build a product. To answer your first question, "How are Build Assemblies completed/closed?" It is when you set up your product's bill of materials in QuickBooks Desktop.

 

To learn more about Build Assemblies, check out this article: Combine your inventory items to build finished goods.


For the second question on when is the physical quantity adjusted, note that an assembly is an item itself. So if it is built (assembled), it'll increase its count. If it is sold (invoiced), it'll decrease its count.

 

To learn more about it, kindly refer to this article: Adjust your inventory quantity or value in QuickBooks Desktop. It contains a step-by-step guide on how to update your inventory.

 

If you also want to track the products you manufacture, you can also read this article: Track the products you manufacture.

 

If you have additional questions about Build Assemblies in QBDT, you may post them here in Community. Have a great day! 

Lti3d
Level 1

Completing a Build Assembly and Pulling Physical Inventor

I read thru these post and they don’t answer my questions.

Kevin_C
QuickBooks Team

Completing a Build Assembly and Pulling Physical Inventor

Joining this thread to provide additional information about your inventory assembly concern in QuickBooks Desktop (QBDT), @Lti3d.

 

For your first concern, the build assemblies will be completed/close once you have successfully set up your product's bill of materials and then combined your inventory items to Build & Close them. That said, you don't need to create an invoice first before you can build your inventories assembly completely.

image.png

 

Regarding your other concern, since it will become a new single item itself once you've assembled your inventory parts, the physical quantity on hand will be adjusted when you use it in your invoices. 

 

Furthermore, when creating invoices, simply select the build assembly item that includes your inventory parts to adjust the physical quantity. If you want a breakdown of what inventory parts are included in your assembled item, you can go to Vendors, then tap Inventory Activities, and then click Inventory Center. From there, double-click the assembly item to review the physical inventory part quantity included in the build.

 

download.png

 

Additionally, I'd recommend checking out these articles below to learn more about using assemblies and sub-assemblies within your company file:

 

 

Feel free to post again here if you have any other questions about building assembly in QBDT. I'm always around to help. Keep safe!

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