How do I build assemblies?

Go to Settings›Inventory›Inventory List and click Actions›+ Add New Assembly. An assembly packages services, inventory items and non-inventory items together, so you can add common combinations or promotions to estimates and invoices in one step.

Create an assembly

1. Go to Settings›Inventory›Inventory List.

   

2. Click Actions›+ Add New Assembly.

3. Fill in the basic info:

   • Name (required): for example, HVAC Tune-Up Package.
   • SKU: a unique code for tracking.
   • Configurable: check it if the price varies (for example, by job size). Leave it unchecked for a fixed price.
   • Non-Taxable: check it if the assembly isn't taxed.

4. Add parts:

   • In Parts Name, search for and pick an inventory or non-inventory item.
   • Set the quantity (default is 1).
   • Click + Add Part for each extra item. Click X to remove one.

5. Add services:

   • In Services Name, search for and pick a service.
   • Set how many times it's performed (default is 1).
   • Click + Add Service for each extra service. Click X to remove one.

6. Add pricing and description:

   • Sales Price/Rate: the standard selling price. Hidden when Configurable is checked. To set the price of a configurable assembly, go to Settings›Inventory›Inventory List, click the assembly and edit its price.
   • Sales Description: what's included.

7. Click Save. The assembly appears in the Inventory List.

Edit an assembly

In the Inventory List, click the assembly, make your changes and click Save. Inactive assemblies can't be edited; reactivate them first.

Deactivate, reactivate or delete an assembly

• Deactivate: check one or more assemblies in the Inventory List, click Actions›Make Inactive and confirm. Use this if you no longer offer the assembly but want to keep it.

• Reactivate: in the inactive list (Actions›Show Inactive), check the assembly, click Actions›Make Active and confirm.

• Delete: the assembly must be inactive first. In the inactive list, check it, click Actions›Delete and confirm. Deleting is permanent and may affect past data or transactions.

Common questions