Before you start
Turn on Assembly Items in File Settings, General. Go to Stores & Files, then Inventory Files, and click your inventory file. Click General, click Edit, turn on Assembly Items, then click Save.
Step 1: Create assembly items
Go to the ConnectStock tab and select Items. You can create assembly items:
Manually, 1 at a time
In bulk, using an Excel import
To create in bulk
Click the Import button and choose Create New Items.
Download the sample template.
Fill in the template. Enter your assembly item names. In the Type column, enter Assembly. This is case sensitive, so type it exactly like that.
Save and upload the completed file.
Step 2: Connect components to assembly items
After creating your assembly items, you'll need to link them to their components.
If you haven't created the components yet, add them first. Components can be Inventory or NonInventory items.
To do this
On the Items page, click Import and select Update Existing Items.
Choose Add Assembly Items.
Download the sample template.
In the template
Column A, Assembly Item: the assembly item name
Column B, Item: the component item name
Column C, Qty: the quantity of the component
Save your file.
Click Choose File and then Import.
Once the import is complete, the system shows each assembly item with its components and quantities.
Frequently asked questions
Why is my Type value rejected?
Enter Assembly exactly, with a capital A.
What kinds of items can be components?
Inventory or NonInventory items.
I don't see assembly items. What should I check?
Make sure Assembly Items is turned on in File Settings, General.