Assembly Items in POS

Let's create an adjustment memo to correct this, quiltnotes.

Doing an adjustment memo corrects the inventory records due to incorrect data entry. It will change both the quantity and cost of an item with incorrect value.

Here's how:

1. Select New Quantity Memo or New Cost Memo from the Inventory menu.
2. Enter the memo Reason using the following: Qty Adj- Rectify the On-Hand Quantity of an item. Cost Adj- Rectify the Cost of an item.
3. Select the items to be adjusted from the Enter Item drop-down.
4. Apply the Quantity or Cost.
5. Select Save Only or Save & Print.

I recommend consulting your accountant before doing this. Make sure to check with them before you upload this to the software.

Please let me know if you have other concerns related to assembly items.

In Qb POS, you can edit the assembly item to change the qty of the component items.

Pull up the item in the items list, and click Assembly in the right pane preview, then edit assembly.

That will allow you to change the items going forward.

You cannot however, change the ones already sold.

Transaction in QB POS are like a instant snap shot. Once the picture is taken, you cant change it. it is pretty much carved in stone.

You could correct the item, and do an exchange on the sales to get the inventory corrected. You can override the date on the exchange to make it the same day the original sale was done, so, exchange the old assembly for the new one..

As always, make a backup prior to doing anything. That way if things go wrong, you can restore the backup and you are no worse than you are now.

I want to delete some assemblies, I get as far as edit assembly and the I can't edit it to delete it.

I'm here to ensure you can delete assembly items in QuickBooks Desktop Point of Sale, @Aaa2021.

To begin, did you receive any prompt or error messages when trying to delete the item? Any extra information is appreciated. 

In the meantime, you can follow these steps on how to delete some assemblies:

1. Go to the Inventory menu.
2. Select Item List.
3. Highlight the item.
4. Click the I Want to... drop-down.
5. Choose Delete.
6. On the confirmation dialog box, click Delete.

For more details on managing your inventory, see this article: Troubleshoot duplicate items in QuickBooks Desktop Point of Sale.

In case you want to create and manage reports to see your sales, you can visit our Community page for tips and related articles.

If you have any other questions, please let me know by leaving a comment below. I'll be here to lend a hand.