Is there a way to have a sales order/invoice to automatically build the assembly (product) from inventory?

Max Sales · ‎April 06, 2021

Hi and thank you in advance.

I am using Quickbooks Enterprises.

We manufacture products and sell them. Right now when we make a sale, we "build assembly" for the product(s) we sold, then we go into Enter sales receipt and enter the sale. So we have to do this one transaction in 2 steps. Build the product, enter the sale. That is very time consuming.

Does quickbooks enterprise have a function or a way for us to do the following in order to cut this 2-step process into only 1-step

I have all the inventory parts needed to build all the products we sell.

What I would like to do is have the sale connected to the item being sold and have quickbooks automatically assemble/build the item I just sold.

In other words, I get a sale for 1 piece of Widge123, I go into Enter Sales Receipt, and when I enter 1 piece of Widget123, the software builds me Widget123, so I do not get message warning me I have no Widget123 in stock/on hand. When I technically do since I have the inventory to assemble Widget123. I hope that makes sense.

Getting an order, then going into Build Assembly, then go into Sales Receipt and entering the sale is very time consuming.

Doing this build assembly and sales receipt all together at the same time would be how it should work. 1 Step, boom done.

So, can this be done?

Thanks

Rose-A · ‎April 06, 2021

I appreciate the detailed information you've shared with us, Max Sales. Allow me to provided some information regarding building assemblies in QuickBooks.

Since the option to build an automatic assembly while creating an invoice or sales receipt is currently unavailable in QuickBooks Desktop, you'll to need manually set up your items first and then create your components.

You can go through the following pointers below to know more about how assemblies work in QuickBooks Desktop. On the same links, you'll find tips on how to track your inventories as well as creating group items:

Track the products you manufacture.

Combine your inventory items to build finished goods.

If you have other questions in mind about building assembly or any follow-up concerns with QuickBooks, please leave a comment below and I'll make sure to get back to you as quickly as I can. Have a nice day!

Max Sales · ‎April 07, 2021

thank you for your fast reply. I have been doing it the way you mention. The process it too long. Build the assembly, then do the sales receipt. If an order contains a lot of products, you have to assemble each one, one by one. time consuming and not productive. Then after the assembly of items, you have to then add them to the sales receipt. There should be a feature that when you enter a product on a sales receipt or invoice, the products on the sales receipt or invoice are automatically assembled based on the quantity.

TBracken · ‎October 16, 2021

Check out a third party program called Auto Build Assemblies. It might be what you are looking for.

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Is there a way to have a sales order/invoice to automatically build the assembly (product) from inventory?