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Max Sales
October 8, 2020
Solved

Reports showing how many parts of an assembly was used?

  • October 8, 2020
  • 1 reply
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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

 

Best answer by IamjuViel

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.

  1. Go to the Reports menu.
  2. Select Custom Reports.
  3. Choose Summary.
  4. From the Display tab, set the date range to the period you need.
  5. Click the Customize Report button.
  6. On the Display rows by drop-down, select Item detail.
  7. Under Display columns for, select Quantity (select Amount if the dollar amount is required).
  8. 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.
  9. 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.

1 reply

IamjuViel
IamjuVielAnswer
October 8, 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.

  1. Go to the Reports menu.
  2. Select Custom Reports.
  3. Choose Summary.
  4. From the Display tab, set the date range to the period you need.
  5. Click the Customize Report button.
  6. On the Display rows by drop-down, select Item detail.
  7. Under Display columns for, select Quantity (select Amount if the dollar amount is required).
  8. 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.
  9. 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.

    M
    Max SalesAuthor
    October 9, 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!

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