Assemblies

An assembly is a bundle of service, inventory, and/or non-inventory items packaged together. This could be for services frequently rendered or can also be created for special deals or promotions.  

If you have standard services that contain multiple inventory, non-inventory, or service items, create assemblies to make adding them to estimates and invoices easier.

Set-Up an Assembly 

  1. Click on the Actions button and select Add New Assembly.

  2. Fill in the item details on the Add Assembly window. Fields with (*) are required.

    1. Name* – the bundle/package name. 
    2. SKU – assigned assembly code. 
    3. Sales Price/Rate – selling price of a single instance of the assembly. 
    4. Sales Description – brief description of the assembly.
  3. Add the parts or the items (inventory or non-inventory) to be used.

    1. Select the item from the drop-down list and click +Add Part.  
    2. Update the item quantity if needed.
    3. Add all items to be used.
    4. Click the X button to remove an item.
  4. Add the service or services to be performed.

    1. Select the service from the drop-down list of services and click +Add Service.
    2. Update the quantity, if needed.
    3. Add all services to be performed. 
    4. Click the X button to remove an item.
  5. Save the new Assembly. The assembly will be added to the Inventory List. Assemblies are typed as “Bundle” in the list.

Update the Details of an Assembly

  1. Find the assembly from the Inventory List and click on it to open the Edit Assembly window.

  2. Update the assembly details.
  3. Save the changes.

Delete an Assembly or Assemblies

  1. Find the assembly or assemblies to be removed from the Inventory List.
  2. Tick the checkbox to the left of the item or items.
  3. Click the actions button and select Delete.

  4. The deleting confirmation window will come up. Select Yes to continue, select No to cancel the action.