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How to Add Assembly Items in ConnectBooks

How to Add and create Assembly Items to Connectbooks

Updated yesterday

ConnectStock supports Assembly Items for efficient inventory management. An assembly item is a product built from multiple components — for example, a camera bundle made up of a camera, case, and strap.


Step 1: Enable Assembly Items

  1. Go to Stores & Files → Inventory Files → File Settings.

  2. In the left panel, click General.

  3. Toggle on Assembly Items.


Step 2: Create an Assembly Item

  1. Go to ConnectStock → Items.

  2. Click Add Item in the top right and select Assembly Item.

  3. Enter a name for the assembly and add the component items to include in the bundle.

Important: Creating an assembly item does not add inventory to it. The assembly item will only have stock once you build it — see the next section.

Click here to learn how to import Assembly Items in bulk via Excel.


How to Build an Assembly

  1. Navigate to the ConnectStock tab and select Assemblies.

  2. Click Add New Assembly and enter the assembled item's details.

  3. Save your changes. This will:

    • Decrease the inventory of the individual component items.

    • Increase the quantity of the bundled assembly item.


Using the Disassembly Workflow

To break down a kit, go to Assemblies → Disassembly.

  • Enter the number of units to disassemble. When disassembling multiple units, the component quantities will be multiplied accordingly.

  • Disassembly updates your inventory by moving stock from the assembly back to the individual component items, which can then be used in other assemblies as needed.


Inventory Tips During Assembly

  • Assemblies pull inventory from your current on-hand stock.

  • Components cannot be allocated from incoming purchase orders that haven't been received yet. Building an assembly before receiving the PO will cause inventory to go negative.

  • To avoid negative stock, always receive inventory from the PO before building the assembly.


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