Working with assembly items and bill of materials

Assembly items are finished goods that you build to sell, or those that you build and may use as components in other assemblies. To properly track the estimated cost of the assembly item, it is important to create an accurate bill of materials.

For example, say you build cars. One car (in it's simplest form) needs a body, a chassis, 4 seats, 5 wheels (one for a spare) and labor time for assembly. Each part and the labor time has an associated cost, the total of which adds up to equal the estimated cost of the finished assembly item (the car). The screen below shows our example.


To create a bill of materials list

  1. Create an Assembly Item category. For help, click here.
  2. While in edit mode, click the Bill of Materials tab.
  3. Enter the line items and quantities for each component required for the finished item. Depending on your setup you may or may not want to include labor here.
  4. When finished, click Save.

Important Notes:

Quantity Lock - Check this box if the quantity of the line item will not change depending of the number of units ordered. If checked, the associated costs will remain fixed regardless of the number ordered.

Leave the box unchecked if the required quantity changes with the total number of finished items ordered. If left unchecked, the associated costs are considered "variable" because the costs will vary based on the number of units ordered.


If you charge a setup fee for the production of a custom car, but the fee applies only one time regardless of the number of cars you build at one time, then check the lock box for the line item. If you want to charge the setup fee for every car on a single order, leave the box unchecked.


Auto Apply - This check box works integrates with the fulfillment / production process. When the job for an order is generated, the bill of materials from the category is pulled into the job. If Auto Apply is checked for a line item, the associated costs will automatically apply when the job is opened. If the box is left unchecked, then users must manually apply and manage the costs.


When building the custom car, you may want something like paint to be automatically applied so users don't have to manage it.  Since every car might be slightly different because of customizations, it is impractical to measure the volume of paint used on every car. Instead, you can estimate the quantity used and have the cost factored in automatically by checking the Auto Apply box.

Have more questions? Submit a request
Powered by Zendesk