Reports showing how many parts of an assembly was used?

Max Sales · ‎October 08, 2020

Hello and thank you in advance.

I use the inventory parts to make an assembly. Then sell that assembly.

Is there a report where I can display how many of each part that makes up that final assemblies I see, have I used to far?

Example:

I make Widget-A and it uses 3 inventory parts, lets call them 1, 2, and 3

I make Widget-B and it used 5 inventory parts and 2 of those parts are used in Widget-A. Lets call these inventory parts 1,2, 4, 5, 6 (parts 1 and 2 are also used to make WIdget-A)

I sell many Widge-A's and B's thoughout the year.

I am trying to see a report that lets me see how many of each part I used to date. Example: Inventory Part 1 I sold 10 pcs

Part 2 I sold 20 pcs

Part 3 I sold 12 pcs

etc

Is my explaination understandable?

I am using Quickbooks Desktop Enterprises Accountant 2019

Thank you

IamjuViel · ‎October 08, 2020

I thank you for sharing complete details about your concern, @Max Sales.

QuickBooks has an array of reports that you can generate and customize to suit your business needs. Let me guide you in creating a custom report that will display the items used in Build Assemblies.

Go to the Reports menu.
Select Custom Reports.
Choose Summary.
From the Display tab, set the date range to the period you need.
Click the Customize Report button.
On the Display rows by drop-down, select Item detail.
Under Display columns for, select Quantity (select Amount if the dollar amount is required).
On the Filters tab, remove the Account filter.
- Add Transaction Type then select Build Assembly filter.
- Add Detail Level then select All except summary filter.
Click the Ok button.

Once completed, you can review the report details. You can click the Memorize button to save the report for future use. You can read through these articles for more detailed steps: Customize item reports

Say in touch with us here if you have other questions about generating reports in QuickBooks. I'm just a few clicks away.

View solution in original post

IamjuViel · ‎October 08, 2020

I thank you for sharing complete details about your concern, @Max Sales.

QuickBooks has an array of reports that you can generate and customize to suit your business needs. Let me guide you in creating a custom report that will display the items used in Build Assemblies.

Go to the Reports menu.
Select Custom Reports.
Choose Summary.
From the Display tab, set the date range to the period you need.
Click the Customize Report button.
On the Display rows by drop-down, select Item detail.
Under Display columns for, select Quantity (select Amount if the dollar amount is required).
On the Filters tab, remove the Account filter.
- Add Transaction Type then select Build Assembly filter.
- Add Detail Level then select All except summary filter.
Click the Ok button.

Once completed, you can review the report details. You can click the Memorize button to save the report for future use. You can read through these articles for more detailed steps: Customize item reports

Say in touch with us here if you have other questions about generating reports in QuickBooks. I'm just a few clicks away.

Max Sales · ‎October 08, 2020

Wow. That is exactly what i wanted.

Now if you can tell me how I can figure out all the power of the customizing my own reports, that would be awesome!

:) :) :)

Thanks!

Maria Gina · ‎March 11, 2021

Hello

I need a report that can show me sales by item single and assembled units.

Can this be done or do i need to add the above report to my sales by item report?

They do not want to see teh sales of assembled items only how many of the individual items were use in the sale.

They need to figure out what to order based in sales by item single items ONLY.

thanks

mj

MariaSoledadG · ‎March 11, 2021

Let's make sure you're able to run a report that will show you a single sales by item and assembled units, Maria Gina.

The Inventory Stock Status by Item is a status report and is the quickest way to look at what inventory is on hand, what is on sales orders to know what is available for sale, plus there is a column to show what is remaining to be received against a purchase order. To run the report, follow the steps below.

Click Reports on the upper-menu.
Select Inventory, then Inventory Stock Status by Item.

In addition, you'll want to customize the report and make sure you've selected For Assemblies for Sales and Week. Then, filter all items to All inventory and assembly items.

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 you have any other concerns with inventory reports in QuickBooks. The Community is always here to help you all the time.

barrett59105 · ‎June 28, 2022

Hello,

Is there a way to take this report a step further to show not only the QTY of the part used in assemblies over a certain time period in general but also have a column that shows what assembly item the component was built into? For example I need to construct a report that shows me how many assembly items were built using a certain logic board as well as the specific assembly items they were built into.

For example:

1200 Logic boards PN 90-40-100 built into assembly PN 90-AS-1000

9000 Logic boards PN 90-40-100 built into assembly PN 90-AS-2000

I have the base report below showing a total of 7780 logic boards used overall but I need a column showing the assembly PN they were built into. Yes I could drill into each assembly item on the report but as you can see the snip is only the bottom of the report. It would take me hours to click each build and record the assembly part number. Is there a way? - Thank you!

SarahannC · ‎June 28, 2022

Hi there barrett59105,

I appreciate you for providing a screenshot and enough details of your concern.

I can see how you need to have an additional option to filter the Inventory Item QuickReport according to your needs. As of the moment, we cannot get or customize the report to get information particularly to the things you want to generate. Still, you can add columns and QTY and certain period.

As a workaround, you can export it to Excel. From there, you can filter the report and arrange according to your needs.

Open the report.
Click the Excel drop-down arrow. Then, select Create New Worksheet.
Select Export.

Then, let's send your product suggestion to our Product Development. They will examine every piece of feedback we receive to make sure we are serving the demands of our clients. To submit feedback, you can go to the Help menu and select Send Feedback Online, then Product Suggestion.

Here are some articles that you can check to learn more about customizing reports to review all your transactions and details:

Do you have other questions about managing QuickBooks reports? Just let me know by commenting below. I'll help you anytime, barrett59105.

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Reports showing how many parts of an assembly was used?