Assembly, Kit, and Group Components Guide

How to review and maintain assembly components, kit components, and product group components in QBM.

Inventory & POS Components End-User Guide

Overview

Component screens show how finished or grouped items are built from other items. They help users understand what belongs inside assemblies, kits, or product groups.

Where To Find It

Path: Inventory > Assemblies / Kits / Groups

Access depends on the module, company setup, and security permissions assigned to the user.

How It Works

Users open the relevant component screen, review the component lines, quantities, and item relationships, then save changes only when the component structure is confirmed.

Main Areas

Area What It Means When To Use It
Selection Identifies the record, option, or item being maintained. Use it before entering or changing details.
Details Stores the values that control how the feature works. Use it when creating, updating, or reviewing setup information.
Save and review Applies the change so QBM can use it in transactions or lookup screens. Use it after confirming the values are correct.

Recommended Workflow

  1. Open the assembly, kit, or group component screen.
  2. Review the parent item and the component item lines.
  3. Check quantities, units, and item names carefully.
  4. Add or adjust components only when the structure is approved.
  5. Save and test the result in the related sales, inventory, or build workflow.

Best Practice

  • Keep component definitions accurate because they affect stock and costing.
  • Review component quantities before building or selling grouped items.
  • Use component reports when auditing assemblies or kits.