Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
R
RKN
January 13, 2019
Question

Customize Build Assembly

  • January 13, 2019
  • 2 replies
  • 0 views

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.

2 replies

qbteachmt
qbteachmt
Level 11
January 13, 2019

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.

    R
    RKNAuthor
    January 13, 2019

    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?

    Rustler
    Rustler
    Level 15
    January 13, 2019
    @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.

      M
      Mr Milton
      April 7, 2020

      I've never tried this, but what about using serial numbers? The serial number could be created on the sales order for a line item. The same serial number could then be assigned on the Build Assembly form. Wouldn't this link a particular build to a particular sales order?

      IamjuViel
      IamjuViel
      Level 8
      April 7, 2020

      It's great to have you here, @Mr Milton.

       

      Yes, you can choose the option Autofill from existing inventory when creating the sales order. By doing this, you'll have the same serial number for both inventory assembly item and the sales order items.

       

      Let's first check your QuickBooks preferences to ensure that the serial number feature is enabled.

      1. Go to the File menu.
      2. Choose Preferences.
      3. Select the Items & Inventory.
      4. From the Company Preferences tab, click the Advanced Inventory Settings button.
      5. Pick the Serial/Lot Numbers tab.
      6. Make sure to mark the Enable Lt or Serial Numbers tick box.
      7. Choose the Serial Numbers radio button.
      8. Mark the specific forms where you want the serial number to be added.
        • You can also set default settings for your inventory and assembly items.
      9. Click Ok.

      Once completed, the serial number tracking is enabled for every item including your assembly items. Just make sure to choose Autofill from Existing Inventory when creating your Sales Order.

      You can read through these articles to learn more about advance inventory tracking:

      Let me know if you have other questions. I'm always here to help.

      M
      Mr Milton
      April 7, 2020

      I am not talking about autofilling from existing inventory. That requires the pre-existence of the assembly. I am suggesting that the SN be created and typed in manually into the Sales Order form, saved, and then type the same SN into the Assembly Build.

      Need QuickBooks guidance?
      Log in to access expert advice and community support instantly.
      Terms & ConditionsAccessibility statement