Setting Up An Item As A Bundled Set of Other Inventory Items To Correctly Count Inventory?

Michael Lightman · ‎January 06, 2020

Hi,

I have some inventory items, each set up as an inventory part. We sell each of these items individually, but recently we have also sold a product bundle, which is a set of products that includes these inventory items.

So products A and B are sold as individual products, but are also included as part of the bundle for product C.

Is there a way to set up a product that is the set, including the inventory parts in a way that QuickBooks will accurately keep track of the inventory for each of these individual items, whether it is purchased separately or as part of a set?

Thanks, Michael

I'm currently using Quickbooks 2019 for Mac.

Michael K · ‎January 06, 2020

Hi there, @Michael Lightman. Glad to have you here in the Community.

I'm happy to share some information about assemblies. QuickBooks Desktop for Mac currently does not have units of measure or assembly items. You only have the option to group your items but can't build assemblies for them. To group items, follow the steps below:

Go to Lists and select Items.
Click the Plus (+) icon at the bottom of the list.
Click New Item.
In the Type field of the New Item screen, select Group.
In the Group Name/Number field, enter the description of the group item.
In the Item column, select the items that you want to include in this group.
In the Qty column, enter the quantity you want QuickBooks to register for each item when you use the group item on a form. If you do not enter numbers, QuickBooks assumes that the amount of each piece is 1. You can always change the quantities when you enter a sale or purchase.
(Optional) Fill in any custom fields that apply to this group of items.

As a workaround, you can use a third-party application that works with QuickBooks Mac to create your assemblies. You may visit the Apps for QuickBooks Desktop site to check for available third-party applications.

While this option isn't available, it would be great if you can send this preference to our developers. You can track your suggestion here: https://sfloop.intuit.com/j/feedback?product=QuickBooksMac&version=2016&release=R28&subproduct=Pro.

That should get your suggestion directly to our Development Team, who considers feedback for QuickBooks enhancement. I'll do the same thing in my end to reinforce your request.

You might want to check this manual to know more about the QuickBooks for Mac 2019 User Guide.

Please let me know if you need further assistance. I'm here to help you anytime. Wishing you and your business continued success in all that you do.

View solution in original post

Michael K · ‎January 06, 2020

Hi there, @Michael Lightman. Glad to have you here in the Community.

I'm happy to share some information about assemblies. QuickBooks Desktop for Mac currently does not have units of measure or assembly items. You only have the option to group your items but can't build assemblies for them. To group items, follow the steps below:

Go to Lists and select Items.
Click the Plus (+) icon at the bottom of the list.
Click New Item.
In the Type field of the New Item screen, select Group.
In the Group Name/Number field, enter the description of the group item.
In the Item column, select the items that you want to include in this group.
In the Qty column, enter the quantity you want QuickBooks to register for each item when you use the group item on a form. If you do not enter numbers, QuickBooks assumes that the amount of each piece is 1. You can always change the quantities when you enter a sale or purchase.
(Optional) Fill in any custom fields that apply to this group of items.

As a workaround, you can use a third-party application that works with QuickBooks Mac to create your assemblies. You may visit the Apps for QuickBooks Desktop site to check for available third-party applications.

While this option isn't available, it would be great if you can send this preference to our developers. You can track your suggestion here: https://sfloop.intuit.com/j/feedback?product=QuickBooksMac&version=2016&release=R28&subproduct=Pro.

That should get your suggestion directly to our Development Team, who considers feedback for QuickBooks enhancement. I'll do the same thing in my end to reinforce your request.

You might want to check this manual to know more about the QuickBooks for Mac 2019 User Guide.

Please let me know if you need further assistance. I'm here to help you anytime. Wishing you and your business continued success in all that you do.

Michael Lightman · ‎January 08, 2020

Hi Michael,

Thanks! I think creating the group product was the solution I was looking for. Somehow I missed that previously. Thanks a bunch for sharing it!

Have a great day!

Mike

Tolits · ‎June 03, 2020

Good Morning.

We are newbie here for Quickbooks online.

We are setting up Bundles.

Product A- X cost

Product B- Y cost

Final Product C = X+Y+ Profit

Product C= Z Selling Price

We need to know how to set it up? We need to know that when we have Product C as final Product, it will automatically catch up and the Price Z, and all components will be deducted from the inventory taking all the costs and deduct it.

Hope you can help. We are using Quickbooks 2020

Tolits- Philippines

RenjolynC · ‎June 03, 2020

Welcome to QuickBooks Community, Tolits.

If you have not enable the inventory option, you can follow these steps:

Go to the Gear > Account and Settings.
On the left panel, select Sales.
Put a check mark on the Show Product/Service column on sales form, Track quantity and price/rate, and Track inventory quantity on hand boxes.
Click Save and then Done.

You can also turn it on by going to Gear > Product and Services > New > Turn on inventory tracking. Then, set up each item by selecting Inventory. I've got this article for the detailed instructions: Add inventory products in QuickBooks Online.

Once done, create a bundle and add the items. Note: The price of a bundle equals to the total price of all its items. Also, tracking for quantity on hand for bundles is unavailable. You can get more information about bundles here: Introducing QuickBooks Bundles and Reorder Points.

Please let me know if you have any additional question. I'm just a post away to help you some more. Take care and stay safe.

Topics

Training

Community

Resources

Setting Up An Item As A Bundled Set of Other Inventory Items To Correctly Count Inventory?