How do I map inventory assembly items to QuickBooks?

Introduction

Connex can map bundles or kits to QuickBooks if the product SKU and the QuickBooks name of an inventory assembly item match.

Can Connex create inventory assembly items in QuickBooks?

Not at this time. We can match the product SKU to the QuickBooks item name of an assembly item. We are working on adding assembly items automatically for a future release of Connex.

Can Connex bring over COGS?

Our software adds a single line item to the order, which matches the assembly item. QuickBooks will debit the COGS account and credit the asset account for the bill of materials. Since we almost never receive COGS, we recommend a mass import of assembly items into QuickBooks.

Can Connex build assemblies?

Under the advanced inventory tab of Connex, scroll down and check build assemblies. Connex will build assemblies under these circumstances:

  1. The SKU in your store matches an existing assembly.
  2. The inventory assembly's quantity on hand minus the total from the order is zero or less.
  3. You have enough raw materials.

What date does Connex use to build assemblies?

Connex maps the order creation date minus a day to the build assembly date. This ensures QuickBooks has enough stock prior to the sale date. If you map the shipped date to the QuickBooks date, then Connex would use the ship date minus a day. If Connex failed to subtract a day and you lacked stock, then you would get this error:

The transaction could not be saved because the quantity on hand of item Survival Kit would go negative to -1 on 2017-11-15. Please ensure that the products you are selling have inventory.

Can Connex build assemblies for historical sales?

Connex looks at the current quantity on hand and decides whether to build assemblies. If you have 83 units available on February 14th, 0 units on February 6th and synced an order on February 6th, then the sync would fail. 

To resync the sale, follow these steps:

  1. In QuickBooks, click inventory.
  2. Click build assembly.
  3. Create a build assembly for the day before the sale. In this case, the sale date was 2/6. Build on 2/5.
  4. Click build and new.
  5. Login to Connex.
  6. Expand manually sync.
  7. Enter an order number or date range.
  8. Click submit.
  9. Run your web connector.

Prerequisites

QuickBooks must have enough components to build the assembly. Make sure that the product SKU matches to an existing inventory assembly item.

Can I mark builds as pending?

If you lack stock on the day of the build assembly, then you can mark the build as pending:

  1. On the Connex configure page, scroll down to advanced inventory.
  2. Check mark build as pending.

Here is a pending build.

Inventory Assembly Items

In this example, we created an inventory assembly item called fruit basket. It contains apples and oranges. As we sell more fruit baskets, QuickBooks debits the COGS account and credits the inventory asset account. QuickBooks decrements the quantity on hand of the fruit basket, the apples and oranges.

inventory_assembly.jpg

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