Assemblies, Kits & Build Assembly Guide

How to define component-based items and record assembly builds correctly in QBM.

Inventory & POS Manufacturing / Bundles End-User Guide

Overview

QBM supports component-based items in two common ways: kits and assemblies. Assemblies can also be built through a dedicated build transaction.

Screen Use It For
Kit Components Define the component lines that make up a kit-style item.
Assembly Components Define the bill of materials for an assembly item.
Build Assembly Record the actual build transaction for an assembly.
Assembly List Review and open saved assembly build records.

Kit vs Assembly

Type How It Is Commonly Used
Kit A grouped item made up of components, often used for selling bundles or pre-defined sets.
Assembly An item that is built from components and can be recorded through a build transaction.

Kit Components

Tab Path: Inventory > Kit Components
  1. Open the master kit item.
  2. Add the component items one by one.
  3. Enter the component description and quantity for each line.
  4. Save the kit structure when the list is complete.

Use kits when the main need is to keep a standard bundle definition available for normal item use.

Assembly Components

Tab Path: Inventory > Assembly Components
  1. Open the assembly item.
  2. Add each component with item, description, quantity, and unit.
  3. Use Can Change Qty when the component quantity should be adjustable at build time.
  4. Review related tabs such as expenses or other supporting details where your company uses them.
  5. Save the bill of materials.
Tip: Keep the assembly component list accurate before users start creating build transactions. The build screen depends on the component definition being correct.

Build Assembly

Tab Path: Inventory > Build Assembly
  1. Select the build date, store, and assembly item.
  2. Enter the assembly quantity to be built.
  3. Review the component lines that QBM brings in from the assembly setup.
  4. Adjust allowed quantities if your assembly definition permits this.
  5. Review reference, description, job, and any expense or supporting detail tabs used by your company.
  6. Handle lots or serials if the assembly or components require them.
  7. Save or build the assembly.
Important: Do not build an assembly until the component definition is correct and the necessary stock is available in the selected store.

Additional Outputs

Some assembly builds create a main finished item plus extra usable outputs, such as leftover material, reusable waste, or an intermediate stock item for another production stage.

Use the dedicated guide when the production process needs by-products or semi-products in the same build workflow.

Assembly List

Tab Path: Inventory > Assembly List

Use the list to find saved assembly build records by date range and by item.

  • Open a build to review it in detail.
  • Use the list during stock investigation or audit review.
  • Filter by item when checking build history for one finished product.