Assemblies, BOM and kits

An assembly is a part made of other parts; a kit is a bundle priced as one. Both draw on the same catalogue and both keep the stock straight.

  • Assemblies built from parts, services and other assemblies, to any depth.
  • Stocking an assembly takes its components out of stock and puts the finished item in.
  • Labour and overhead lines on the bill of material, costed into the finished item.
  • Kits are sold and bought as a bundle without being stocked in their own right.
  • Kit components can be shown on the invoice and packing list, or hidden behind the bundle.
  • Change a bill of material without disturbing what has already been built.
  • Assembly cost rolls up from its components.
  • Report on what an assembly is made of, and on where a part is used.

Where to find it Goods & Services › Add Assembly  ·  Goods & Services › Stock Assembly  ·  Goods & Services › Reports › Assemblies

Building an assembly

  1. Open Goods & Services › Add Assembly. Number, description, group, income account and taxes, as for a part.
  2. Under Individual Items, add each component: part number and quantity. Press Update and the description, on-hand, sell and cost figures fill in; the totals at the foot are the assembly’s rolled-up price and cost.
  3. Tick BOM on a line to print it on the bill of material; tick A (assemble) to have it consumed when the assembly is stocked. A kit is an assembly whose components are shown on the invoice but never stocked in their own right.
  4. Set the sell price (or accept the roll-up) and Save.
  5. To build finished units, open Stock Assembly, enter the assembly and the quantity; the components come out of stock and the assemblies go in.
An assembly scrolled to its bill of material, showing five component lines
The bill of material: five parts, each with quantity, on-hand and cost, totalled at the foot.
An assembly record with its group, notes and pricing
The assembly itself — priced as one item, built from many.
The stock assembly screen
Stock Assembly: name the assembly and how many to build.
Assembly report
Assemblies in the catalogue.

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