Inventory Usage Report for Build Assemblies

I'll help you with running this report, William Cummings.

We can pull up the Sales by Item Summary Report, then filter it to All assembly items. This way, we'll be able to show how many of each items and services you have sold and the profitability of each product or service. I'll guide you how:

1. Select Reports from the top menu bar.
2. Go to Sales, then select Sales by Item Summary Report.
3. Click the Customize button.
4. In the Display tab, select the appropriate reporting date from the REPORT DATE RANGE section.
5. Go to the Filters tab, then select Item in the FILTER menu.
6. Select All assembly items from the drop-down menu.
7. Hit OK to apply the filters.

In case you want to view all the items you've built for a specific month, not just sold items, we can use the Run Report feature of the Assembly from the Inventory Center. You can follow the steps below:

1. Select Inventory from the top menu bar.
2. Choose Inventory Center.
3. Select the appropriate Assembly.
4. Click the Run Report button, then hit View as a report.
5. Hit the Customize button.
6. In the Display tab, select the appropriate reporting date from the REPORT DATE RANGE section.
7. Click OK to complete the process.

Check out this link that will guide you in setting up multiple locations for tracking inventory: Multiple Inventory Sites.

If you want to know where your business stands in terms of sales and expenses, you can visit this article about customizing company and financial reports.

You can always find me here if you need more help in managing your inventory reports. Assistance is just one post away.

Hi KlentB,

Thank you for your reply, unfortunately the 1st solution will not work for the items that are within mulit-level BOMS. As for the second solution the amount of lower level BOM's that we have running a report for each item individually is  very time consuming as you literally have to count each line to see how many you used still. 

Here is an example of the detail of some of our BOM structure. 

Item BRKT0001 is a bracket that we manufacture. 

BRKT0001 bom consists of:

•  99562 - Raw material
• OP001 - machining opeeraton
• OS001 - outside service - Plating

BRKT0001, when complete is used in hardware kit HWKT0001

HWKT0001 bom consists of:

•  BRKT0001 - QTY 2
•  GR55812 - QTY 2
•  648m75 - QTY 6

Finally HWKT0001 is used in a final kit FC00001CH which is sold to a customer

My problem is building a report in Quickbooks for items that do not have sales history as their individual components and are possibly 3 layers deep in a BOM. Currently when I build a report to see the usage it shows the net of items I have used vs the items I have built.

Here is an example of the report:

Summary Report - Usage:

BRKT0001:  QTY  6

Detail Report:

BRKT0001:

Starting inventory:                 24 pcs

  Build Assembly 12345  -     -2

  Build Assembly 12346  -     -2

  Build Assembly 12347  -     -2

  Build Assembly 12348  -     -2

  Build Assembly 12349  -     -2

  Build Assembly 12350  -     12

  Build Assembly 12351  -     -2

  Build Assembly 12345  -     -2

   Current Inventory                22

I hope this explains it a little better, please let me know if there are any reports available that show the correct usage. 

Thanks again for your help. 

Bill

Hello, William Cummings.

You can open in each assembly item to get a report of the Bill of Materials.

Follow the steps below:

1. Go to your Inventory menu and go to the Assembly item that you’ve created.
2. Click on the Print icon and then Preview to view the Inventory Assembly/Bill of Materials report.

Check this article for more information: Set up your product’s bill of materials. Also, the following article on how to use inventory assembly items: Combine your inventory items to build finished goods.

Let us know if there’s anything that I can further assist. I’m always glad to help in any way I can. Have a wonderful day!

This appears to be steps for QBO not Enterprise. No?

The steps given by my colleague is for QuickBooks Enterprise, @dsingletary.

You can also refer to the screenshots below for the detailed steps.

You can check out this article to learn how to adjust your inventory of finished goods in QuickBooks Enterprise: Adjust your inventory of finished goods.

Keep me posted if you have additional QuickBooks questions. I'm here to help. Have a great day!