This item type is used for inventory items your company assembles before selling.
Note: This item type is available in QuickBooks Desktop only.
To add this as an item, you will need to add a new item in the Items app.
If you do not see the Items app, you will need to get access permission for this app from your administrator. The Items app is found in the Accounting Lists Pack.
When prompted for item type, select Inventory Assembly and you'll be taken to the New / Edit Inventory Assembly screen. The fields are described below.
Inventory Assembly Details
Field | Description |
Item Name/Number | Identify the service by name or by number. |
Subitem of | Choose an existing item to associate this item in the dropdown (e.g. a nut or bolt might be a subitem of a larger mechanism being sold). |
Unit of Measure (U/M) | Specify how the amount of parts is measured (for example, in units, sets, etc.) These options are synced from QuickBooks. |
Purchase
Field | Description |
Purchase Description | Include a description of what item was purchased. |
Cost | The price of the item purchased from the vendor. |
COGS Account | Short for Cost of Goods Sold, the account debited for the purchase of the goods. These options are synced from QuickBooks. |
Preferred Vendor | The vendor you usually use to purchase these goods. These options are synced from QuickBooks. |
Sales
Field | Description |
Sales Description | Include descriptions of what will be sold. |
| Allow your customer to reorder this item on their customer portal. (Not visible unless Reorders are enabled in the Opportunities App preferences). |
Sales Price | Amount charged for this item. Only appears if Exclusive of Tax or Out of scope of Tax is selected. |
| Used to specify the Sales Price as an added percentage to the Purchase Cost. |
Tax Code | Tax code for this sales amount. |
Income Account | Choose account associated with the customer payment. These options are synced from QuickBooks. |
Available for reorders (displayed on portals)
Inventory
Field | Description |
Build point | The number at which assembly must be built (for example, if the number of assemblies should never dip below 15 units, that is your build point). |
Asset account | Choose account used to track the overall value of your inventory. These options are synced from QuickBooks. |
Quantity on Hand | Calculated from the items on invoices and sales receipts. |
Quantity on Sales Order (read only) | Calculated from items currently on open sales orders. |
Quantity on Order | Calculated from items currently being ordered from vendors. |
Dimensions
Field | Description |
Item Dimensions: Weight | The physical dimensions of the assembly. |
Item Inventory List
Because an inventory assembly item is actually a group of other items (an item you’re assembling before sale) there is a List at the bottom of the screen that details which items are needed to complete the assembled product.
You can add new items to this group by clicking ⊕ Add Item. You can also edit the items by selecting them on the grid. In doing so, you'll be taken to a new screen, Group or Assembly Item, to edit these items.
When you have added your individual items to the Inventory Asset item, the individual items you added will only be displayed within the group item itself.
But on the main List Items screen, the Inventory Assembly item (containing these individual items) will be displayed as a single record:
Save, Delete, and Inactivate Buttons
When adding or viewing the item, the following buttons are available.
Button | Description |
Make Inactive | Mark the item as Inactive. It will no longer show up in the list when active items are being shown. |
Delete | Permanently remove the item. This cannot be undone. This button only shows if the item hasn't been used in a transaction. |
Save ( | Save button menu. Options below: |
Save | Save the item. |
Save & New | Save the item and clear the screen for a new item. |
Save & Back | Save the item and go back a screen. |
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