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Kristin Arvidson
Level 2

available inventory for group or assembly items

Does QB POS track the available quantity of "Group" or "Assembly" Items.

ie: Based on the inventory of each component, how many of the Group or Assembly is available to sell?

In my POS, the quantity = 0, so I'm not able to sell these groups on my website, that synchs inventory with QB POS!!!

8 Comments 8
Kristin Arvidson
Level 2

available inventory for group or assembly items

Screen shots - show a list of "Group" items with 0 quantity, and show a "Test Assembly" item with 0 quantity - even though there is plenty of each of the components of the group and assembly

 

LieraMarie_A
QuickBooks Team

available inventory for group or assembly items

Hi there, @emdash

 

Allow me to provide some information that will help you sell assembly items.

 

You've got one more step to take to sell your assembly items. Once you set up your product's bill of materials, you'll have to build and track your finished goods. When you do, QuickBooks updates the stock of components you use. 

 

Here's how:

 

  1. Locate the assembly item in your Item List.
  2. Select Show Details.
  3. Click the Assembly button next to the Item Type field.
  4. Choose Edit Assembly.
  5. Make sure to specify the quantity of each component item.
  6. At the top of the Edit Assembly window, select Build
  7. It'll tell you the maximum number you can build. Specify the quantity to build, then select Build.
  8. Click OK, then Save.

 

I'm also adding an article you can read and learn about the different item types and how to manage them. Click on this link: Create, edit, and delete Point of Sale items.

 

Feel free to comment below if you have follow-up questions about inventory management. The Community is always here to help.

Kristin Arvidson
Level 2

available inventory for group or assembly items

OK, that makes sense for Assemblies.  I think then, what I'm doing is a GROUP.  I'm selling two items together at a reduced price.  I want the inventory to show how many of the groups are available to sell, and have it adjust the quantity as I sell the items either individually OR in the group.

Is that possible?

CharleneMaeF
QuickBooks Team

available inventory for group or assembly items

Thanks for getting back to us on this thread, Kristin Arvidson.

 

In QuickBooks, the quantity on hand of the inventory parts will be reduced once you use it for individual or assembly selling. For products that you buy or sell together but don’t track as a single item, create a group item instead. 

 

To assemble your items in a group, I'd recommend following these stapes:

 

  1. From the Inventory menu, select Build Assemblies.
  2. Select the product you want to build from the Assembly Item drop-down.
  3. Check the quantity available for this product at the top. This helps you know how many more you need to build.
  4. You can see the list of components you need to build your product. Review the quantity on hand, quantity needed, and other info.
  5. Add the Quantity to Build. The numbers in Qty Needed column get updated depending on the quantity you want to build.
  6. If you use another assembly item to build this product, check Automatically build required subassemblies. This lets QuickBooks build the assembly that you also use as a component.
  7. Select Save and Close.

 

For more details, please see this article: Combine your Inventory Items to Build Finished Goods.

 

Additionally, I've added this write-up containing topics and resources that will guide you on how to efficiently perform any QuickBooks Point of Sale activities: FAQ.


Feel free to add a comment below if you still have questions about managing your items. I’ll be glad to answer them for you. Wishing your business continued success.

Kristin Arvidson
Level 2

available inventory for group or assembly items

Thank you for your responses - 

This is not quite what I'm looking for.

Here is my situation: 

I sell waterski equipment.

I will sell a waterski blank (without bindings) OR that same waterski with bindings (a package) for a lower price than the two sold separately. 

I made group items for each variation in my POS.  The individual items show the available quantity, but the GROUP items all show 0 available.  

My website synchs with the inventory in QB POS.  For the Group Items, since my POS shows zero available quantity - the website says they are all out-of-stock (Even though I have the quantities to make the Group).

Can POS determine the quantity available to sell as a group by just looking at the quantities of each component? 
IE:  What would work:

The package is a ski and a binding - I have 2 skis, and 1 set of bindings - so POS shows the individual items at 2 and 1 respectively, and it shows a quantify of ONE for the Group.  Can this be done? 

 

Jovychris_A
Moderator

available inventory for group or assembly items

Hi, @Kristin Arvidson.

 

We appreciate you for taking the time to perform the steps mentioned by my colleagues above. I want to ensure this will work this time.

 

You can sync Point of Sale with QuickBooks Desktop through the Financial Exchange process. This allows both systems to share information and sync your assembly items data from QuickBooks Desktop to the group of items in QuickBooks POS.

 

To start, I recommend setting your QuickBooks preferences. Let me show you how:

 

  1. Go to the Edit menu and then select Preferences.
  2. Choose Integrated Applications, then go to the Company Preferences tab.
  3. From the Applications list, select QuickBooks Point of Sale.
  4. Select on Properties.
  5. Then from the Access Rights tab, choose the Allow this application to read and modify this company file option.
  6. Hit OK from the Properties window, and in the Preferences window.

 

This way, we'll be able to get the assembly items data from your QuickBooks Desktop program to QuickBooks POS. This will allow then to show quantity items to your third-party application.

 

Here are the articles that covers complete details about the process.

 

 

Furthermore, I added an article to learn more about the different item types and how to manage them. Click on this link: Create, edit, and delete Point of Sale items.

 

You can tag me (@Jovychris_A) if you have follow-up questions about the QuickBooks POS set up. We're always here to help you more. See you around and take care.

Kristin Arvidson
Level 2

available inventory for group or assembly items

My QB POS and QB Financial are synching well - no problems there.

My problem is that my WEBSITE - which synchs to my POS cannot allow a sale of something with 0 available quantity, and my Group Items all show 0 quanitity.  

I'm wondering if POS can track the amount of the GROUP available to sell, based on the quantities of each component item (which I sell separately as well.) 

I'm assuming at this point that this cannot be done? 
Thank you. 

GebelAlainaM
QuickBooks Team

available inventory for group or assembly items

Thank you for getting back to the thread, @Kristin Arvidson.

Yes you're right, it is unavailable. However, we understand that this feature is beneficial for your business. So, for us to promote your product experience about tracking the amount of the Group available to sell based on the quantities of each component item, I'd suggest submitting feedback.


This way our product development team will get a great chance to know this and may add these feature enhancements in future updates in QuickBooks Point of Sale. Let me guide you with a steps in sending feedback.

Here's how:
 

  1. In QuickBooks Desktop, click on Help at the top.
  2. Select on Send Feedback Online.
  3. Enter your product suggestion.
  4. Then select Send Feedback to confirm.
     

Alternatively, we can use the Intuit's Feedback webpage to submit system application feedback:
 

  1. Click the article to visit the webpage.
  2. From the I want to tell you about section, choose QuickBooks Features.
  3. In the Here is my suggestion text box enter the detail of your product suggestion.
  4. If you want to enter your name and email details, provide them in the Name and E-mail Address field.
  5. Then select Submit.
     

You may visit our Firm of the Future site to catch our latest news and product road-maps.

Additionally, please keep in mind that our developers will based on the number of requests they received from customers like you. The more request they will get, the likely it'll be implemented in the future.

Please don't hesitate to come back if you have any other concerns or suggestions. I'm always here to help you. Stay safe!

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