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Liftco
Level 3

Inventory Assemblies

We purchase an item as a kit but we sell as pieces sometimes.  Is there a way that when I receive into inventory it receive it will automatically split the kit up as individual pieces.  For instance:  Kit comes with (5) different parts:  Parts 1, 2, 4 = 1 item each / kit

Parts 2 = 2 items each / kit

Part 5 = 4 items each / kit

 

Also when I initially make an assembly what am I to choose in the "Cost" drop down box:

 - Use Global

 - User defined cost or

 - Use total BOM cost

Solved
Best answer September 09, 2021

Best Answers
JonpriL
Moderator

Inventory Assemblies

Let me help share how you can track inventory assembly in QuickBooks Desktop, @Liftco.

 

As of the moment, there isn't an integrated way to automatically split the items of your inventory upon receiving them. It's best to manually create an item receipt transaction to track the quantity of your inventory and pay the related expense accordingly.

 

Therefore, I've got you a couple of articles below to understand how you can receive an item:

 

 

Meanwhile, selecting the cost while creating your assembly item is base on your accounting practices. The following choices are different by:

 

  • Use Global Preference - the setup you use in the item and inventory preferences
  • Use Defined Cost - setting up the cost yourself
  • Use Total BOM Cost - the total cost of the components used in the bill of materials

 

I'm adding this article to learn more about building your assembly: Track the Products you Manufacture in QuickBooks Desktop Premier, Enterprise, or Accountant.

 

You may also read through this reference with the steps you're able to use to track the status of your inventory and assembly items: Ready-made Item Reports in QuickBooks Desktop.

 

If you have any other questions with tasks related to managing your inventory assembly, please let me know in the comments below. I'll be here to lend a helping hand. Take care!

View solution in original post

8 Comments 8
JonpriL
Moderator

Inventory Assemblies

Let me help share how you can track inventory assembly in QuickBooks Desktop, @Liftco.

 

As of the moment, there isn't an integrated way to automatically split the items of your inventory upon receiving them. It's best to manually create an item receipt transaction to track the quantity of your inventory and pay the related expense accordingly.

 

Therefore, I've got you a couple of articles below to understand how you can receive an item:

 

 

Meanwhile, selecting the cost while creating your assembly item is base on your accounting practices. The following choices are different by:

 

  • Use Global Preference - the setup you use in the item and inventory preferences
  • Use Defined Cost - setting up the cost yourself
  • Use Total BOM Cost - the total cost of the components used in the bill of materials

 

I'm adding this article to learn more about building your assembly: Track the Products you Manufacture in QuickBooks Desktop Premier, Enterprise, or Accountant.

 

You may also read through this reference with the steps you're able to use to track the status of your inventory and assembly items: Ready-made Item Reports in QuickBooks Desktop.

 

If you have any other questions with tasks related to managing your inventory assembly, please let me know in the comments below. I'll be here to lend a helping hand. Take care!

Fiat Lux - ASIA
Level 15

Inventory Assemblies

You may need an additional app with the disassembly feature.

cherylwupsllc
Level 2

Inventory Assemblies

We use build inventory assemblies; within each assembly are sub assemblies.  We were told that there is an exploded view of each assebly's subasseblies.  How do we find the "exploded view" that displays all of the subassemblies' components within the master assembly?  All assistance is apprecaited!

JaeAnnC
QuickBooks Team

Inventory Assemblies

It's a pleasure for me to guide you in viewing your assemblies' subassemblies in QuickBooks Desktop (QBDT), cherylwupsllc.

 

In QBDT, you may generate and modify a variety of reports to meet your company's needs. I'll show you how to make a custom report that lists the subassemblies' components used in your master assembly.

 

  1. Go to the Reports menu, click Custom Reports, and then Summary.
  2. Set the date range in the Display tab.
  3. On the Display rows by dropdown, click Item detail.
  4. Under Display columns for, select Quantity.
  5. Go to the Filters tab and remove the Account filter. Add Transaction Type and select Build Assembly. Include also the Detail Level and click All except summary.
  6. Select OK.

 

Additionally, ensure you've checked the box for Subitem of in the Edit item window so the component will show as a subassembly in your item list. 

 

When you're ready to start selling, you can keep track of each sale by creating an invoice or a sales receipt

 

Let me know whenever you have additional concerns about building inventory assemblies in QBDT. The Community is here to help anytime. Keep safe and have a great rest of the day!

NuStream
Level 1

Inventory Assemblies

We are trying to have all our Inventory Assemblies cost be user defined but as we go back to items previously changed it is defaulting back to "Use total BOM" for the cost. Is there some way to get it to stay User defined cost after I change it?

NuStream
Level 1

Inventory Assemblies

We build assemblies in our company and are trying to use "User defined cost" as our cost. We have gone through several of the assembly items to change this, but for some reason the items are reverting back to " Use total BOM cost" Is this something in my settings. I have gone to the Items and Inventory in my Preferences and do not see any reason for this to keep over riding what we are changing.

GebelAlainaM
QuickBooks Team

Inventory Assemblies

Thanks for joining the thread, @NuStream.

 

I can provide troubleshooting processes to fix the issue in managing the Cost in your inventory assembly item in QuickBooks Desktop (QBDT).

 

We can run some basic troubleshooting steps in QBDT to trace the cause of the issue and fix it.

 

Let's start by updating the program to its latest release. This keeps your software up-to-date so you always have the latest features and fixes.

 

Once done, and you run into a similar problem, use the Verify and Rebuild Data tools. These will help us identify the most commonly known data issues within a company file and fix it.

 

To verify data:

 

  1. Go to the File menu, and select Utilities.
  2. Choose Verify Data, then tap OK to close all windows. If you see:
  • QuickBooks detected no problems with your data—your data is clean, and you don’t need to do anything else.
  • An error message—search for it on our QuickBooks Desktop support site for how to fix it.
  • Your data has lost integrity—Data damage was found in the file. Rebuild your data to fix it.

 

If there are problems with your company file, you'll have to rebuild it. Please refer to the steps below:

 

  1. Go to the Files menu and select Utilities.
  2. Choose Rebuild Data, and then click OK.
  3. Tap OK to make a backup to prevent data loss along the process.
  4. Hit OK to continue the rebuild process.

 

For a more detailed step, please go to this article: Verify and Rebuild Data in QuickBooks Desktop.

 

Additionally, you can check this article to help you learn more about building your assembly: Track the Products you Manufacture.

 

Furthermore, You may also read through this reference with the steps you're able to use to track the status of your inventory and assembly items: Ready-made Item Reports in QuickBooks Desktop.

 

Please don't hesitate to return if you have follow-up questions with managing inventory or suggestions about QuickBooks. I'm always here to help you.

4Gal
Level 10

Inventory Assemblies

@NuStream 

Run the Verify/Rebuild Data utility. Did you encounter any error message?

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