SalesPad Cloud's Assemblies module is where you adjust pre-assembled bundles into your inventory. Before you can adjust a pre-assembled bundle into inventory, though, you must create the pre-assembled bundle in the Inventory module.
- Adjust a Pre-Assembled Bundle into Inventory
- Links to Sales Documents
- Search for an Assembly
- QuickBooks Online Integration Notes
Once you've created your pre-assembled bundle, you must adjust it into inventory through an assembly transaction.
Navigate to Assemblies.
Click New Assembly Transaction in the upper right-hand corner of the screen.
Select your pre-assembled bundle from the Assembly Bundle dropdown.
Fill in the remaining information fields. Notice that the Line Items field automatically populates when you select your Assembly Bundle (the components of your pre-assembled bundles appear here).
Note: To fulfill a serial or lot item, click the Eye icon in the Qty cell. Please reference our Sales documentation for further instructions on how to fulfill serial and lot items.
When you've filled in all the pertinent information, click Post Document to post the transaction.
Your pre-assembled bundle is now available in the Inventory module.
Note: Pre-assembled bundles can be added to a purchase order and received like a regular inventory tracked item.
To link an assembly to back-ordered assembled bundle sales lines, click the Link to Sales Line button in the upper right-hand corner.
The Link to Sales Line drawer will open. Indicate the quantity to link in the Link Qty column of the sales document, then click Link in the lower right-hand corner to link the sales lines.
If there are sales lines linked to your assembly, they will appear in the Links tab of the Assembly card.
Once you've opened the Assemblies module, you will see a grid displaying your existing assemblies.
There are several ways to search for an assembly. Before you begin your search, though, decide whether or not you want voided or posted assemblies to be displayed in your search results. Check the boxes just to the right of the search bar accordingly.
To search for a specific assembly by number, simply type the number (or partial number, if you don't know the exact number) into the search bar located just above your grid.
You can also search each column in your grid. To reveal the auto filter row for your columns, click the gray ellipses found just below the column headers.
Enter your search criteria into whichever auto filter row is most useful for your particular search.
Certain assembly columns, such as Status, also offer dropdown option in the auto filter row.
If the column you'd like to search is not visible in your grid, click the Columns button in the upper right-hand side of the screen.
Clicking this button reveals the Edit Columns drawer. Check the boxes for columns you want visible and uncheck the boxes for those you’d rather not see.
The Reset Columns button in the Edit Columns drawer will restore your grid to its default view, and the Clear Column Filters button will clear any search criteria you have currently entered into the auto filter row.
For a complete summary of QuickBooks Online integration details, click here.
Posting assembly transactions will result in two journal entries, one for adjusting out the raw materials and one for adjusting in the assembled product. The journal entries will be created exactly as if the user had manually created the inventory in/out transactions within SalesPad Cloud, either debiting or crediting the inventory asset account and then using a SalesPad Cloud inventory variance account to balance the journal entry.