Inventory Assembly Report

Good day, topherfarrell.

Allow me to provide some details about running reports in QuickBooks Desktop.

The option to run a report that will show how many assembly items were created in a specific month is unavailable in QuickBooks Desktop. However, we can run the Inventory Valuation Summary Report and Sales by item Summary to check the quantity on hand for the assembly items and how many are left.

To open the Inventory Valuation Summary:

1. Press the Reports menu at the top bar to choose Inventory and Inventory Valuation Summary.
2. Click the Dates drop-down and set the correct period you want to see on the report.
3. Press the Customize Report button if you wish to personalize the data.
4. Hit the Refresh button to keep the changes.

To can pull up the Sales by Product/Service Detail report:

1. Go to the Reports menu at the top bar to choose Sales and select Sales by Item Summary.
2. Click the Dates drop-down and set the correct period you want to see on the report.
3. Press the Customize Report button if you wish to personalize the data.
4. Hit the Refresh button to keep the changes.

If you wish to save a copy of this report for future use, you can memorize it. This way, you can access it anytime in the Custom reports tab.

QuickBooks offers a wide variety of reports that tell where the company stands. These reports offer critical information about the company. Please read this article for your reference: Available Reports in QuickBooks Desktop.

Let me know if there's anything else that I can help you with managing your reports.

Thank you for the reply. Unfortunately these reports won't show the manufacturing data that I'm trying to see. I do appreciate the walk-through for the sales and valuation summaries though. It seems like there should be a way to run a simple transactional report for assembly items. I know I can do it one item at a time with a quick report but unfortunately I'm working with thousands of assembles.

That is EXACTLY what I needed, thank you so much!!!

I am needing to create an assembly report with manufacturer numbers.  How can I include that on  report on a BOM?

Hello there, @masolis08.

I can help you show the Manufacturer's Part Number as a header or column on the Build Assembly page.

Here's how:

1.  Go to the Lists menu at the top, then pick Item List.
2. Locate the Inventory Assembly item, then right-click and Edit Item.
3. Click Custom Fields, then Define Fields.
4. 4. Enter the name (MPN) in the Label column and select the Use checkbox, then hit OK.

To add it as a column:

1. Go back to the Item List.
2. Locate the Inventory Parts, then right-click and Edit Item.
3. Do steps 3 and 4 above to add the Custom Field.

Once done, they should show on the build assembly template. All you need to do is to put a checkmark on the Print/Screen for the Header or Column so they'll display on the Build Assembly page. Here's how:

1. Go back to the Lists menu and pick Templates.
2. Double-click to open the Build Assembly template.
3. Click Additional Customization on the Basic Customization window.
4. On the Header and Column tab, check the Screen and Print box on the custom field (MPN) you've added, then hit OK.

After that, they should now show on the Build Assembly page.

 I'm also adding these articles for future reference:

• Use QuickBooks Desktop custom fields.
• Use and customize form templates.

Let me know if you have other questions. I'm always here to help.

1.How to run assembly with components and MPN without building a BOM.  I print on the inventory center but no MPN comes out.  Engineering is need MPN for all BOMs.  Not sure if you would know or send me to the correct person.  Also, 2. to import assembly in to QB?

there are two questions.  

thank you for all your help

This doesn't give me the inventory parts that are in the assembly item.  Needing to print components that are in every inventory assembly.

Hi there, masolis08.
 

I appreciate you for following up on this thread. Being able to run a list showing each assembly, along with all of the components and MPN, would be helpful. It would also be beneficial to import assembles into QuickBooks Desktop. For now, these options are unavailable. Rest assured that I'll relay this message to our team in concern here on my end and add your vote for this one.

You can also share your thoughts and ideas through your account. Our product development team reviews all the feedback we receive to ensure we’re meeting the needs of our customers. 

Here's how:

1. Go to the Help menu.
2. Choose Send Feedback Online and select Product Suggestion.
   
3. Click the Product Area drop-down menu and select a category.
4. Enter your comments or product suggestions.
5. Select Send Feedback.

In the meantime, you'll want to export your item list to IIF. Then, open a blank excel document and drag your exported file over to it. Scroll through this report, you'll see your assembly items and their components.

Moreover, you can look for a third-party app that may help you import assemblies. QuickBooks supports thousands of various third-party applications for any functionality you may need. You can check our Intuit App Center.

If you have any other questions, just let me know and I'll be happy to help. Thanks again for reaching us and have a good day, @masolis08.

Thank you for your help!

You're most welcome, @masolis08.

I’m glad that you get the answers you need. Please know that you can always reach out to us whenever you need help.

In case you need more articles and tips about managing your finances and company data, you can visit our Support page anytime. You can also bookmark our Resource Center. It has free tools and bookkeeping basics you need to organize your data. 

Have a great day, and keep safe!