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December 11, 2018
Solved

How do I enter an inventory assembly, so the part come out of inventory?

  • December 11, 2018
  • 3 replies
  • 15 views

I am trying to sell individual parts as a kit.  What do I need to do to take the individual part and make it part of a kit? 

We sell the same part as itself and part of a kit.  Part "A" inventory to sell by itself.  I made an inventory assembly that contains part "A".  If I try to sell part "A" in as inventory assembly, it does not come out of inventory from selling by itself, to selling under the inventory assembly. 

What am I doing wrong?   I thought QB would have allowed me to take an individual part and sell it as part of a "kit" (inventory assembly).

Best answer by Rustler

On the home page, under inventory activities is a build assembly command, you use that and build the qty of the assembly item want, that removes the items in the assembly BOM from inventory and stocks the assembly.  Then you sell the assembly item.

An assembly is usually used for a unique item you make from other items

A group item is usually used for a kit. a group item is a nickname for items that are sold together, you can set the group item to show or not show in print what items are in the kit.  They always show on screen so use print preview to see how it looks to the customer

You can use either the assembly or the group item, but the preference is for a group item to be kit.  It allows you more flexibility in that you can add and delete items in the kit on screen as you sell, you can not do that with an assembly items easily

3 replies

Rustler
RustlerAnswer
Level 15
December 11, 2018

On the home page, under inventory activities is a build assembly command, you use that and build the qty of the assembly item want, that removes the items in the assembly BOM from inventory and stocks the assembly.  Then you sell the assembly item.

An assembly is usually used for a unique item you make from other items

A group item is usually used for a kit. a group item is a nickname for items that are sold together, you can set the group item to show or not show in print what items are in the kit.  They always show on screen so use print preview to see how it looks to the customer

You can use either the assembly or the group item, but the preference is for a group item to be kit.  It allows you more flexibility in that you can add and delete items in the kit on screen as you sell, you can not do that with an assembly items easily

January 27, 2020

When you hit the "build & close" button, does that add the quantity to build to inventory?

IamjuViel
Level 8
November 17, 2020

We sell propane tanks either as "just tank" or as a "complete tank" which includes other items.  I tried using Inventory assembly, added tank + all other items to sell complete but it tell me I don't have enough which I have plenty of tanks plus extras.  What am I doing wrong?  If you want I can send snap-shop of what I have created


Hello there, @Liftco.

 

When creating an inventory assembly, you'd want to make sure to indicate the quantity on hand. This way, you'll not get the same prompt when creating an invoice or sales receipt. I've attached a screenshot for your reference.

To get rid of the error, you can follow these steps below to build an assembly and increase the quantity-on-hand of your items in QuickBooks.

  1. Go to the Inventory menu.
  2. Choose to Build Assemblies.
  3. From the Assembly Item drop-down, select the item you want to build.
  4. Add the number of parts needed to build for the quantity build.
  5. Enter the number of assemblies to build.
  6. Click the Build and Close button. 

Now, you can try creating an invoice or sales receipt again. I've added these articles to help you manage your inventory items:

Keep me posted if you have other questions. I’m always here to lend a hand in creating an inventory assembly in QuickBooks Desktop.

qbteachmt
Level 11
December 11, 2018

"You can use either the assembly or the group item,"

That is a bit broad.

Group is how you sell "stuff together."

 Assembly is how you "Preassemble" from components, to stock it as a Different thing entirely, a new Finished Product, ready to sell.

Assembly still is Inventory. Think of it as a Conversion or Production process.

I think you meant to be using Group Item.


November 27, 2024

Hello!

It looks like you’re having trouble with QuickBooks not properly adjusting inventory when selling individual parts as part of a kit. The key issue here is that when you sell an inventory assembly, QuickBooks doesn’t automatically remove the individual parts from inventory unless those parts are consumed as part of the kit.

To fix this:

Create an Inventory Assembly with the individual part as a component.
Sell the Kit (Assembly), and QuickBooks should automatically deduct the individual part from inventory.
Make sure the part is correctly marked as “inventory assembly” and not just an inventory item.
If you need more advanced tracking and barcode functionality, Cleverence Warehouse 15 can help. It integrates with QuickBooks to track inventory accurately using mobile devices for scanning and labeling, making inventory adjustments seamless in real time.

Learn more: Warehouse 15 for QuickBooks
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