Step 1: Create Assembly Items
Go to the Inventory tab and select Items.
You can create assembly items:
Manually, one at a time
In bulk, using an Excel import
To create in bulk:
Click the Import button.
Download the sample template.
Fill in the template:
Enter your Assembly item names.
In the Item Type column, enter assembly for each item.
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, you’ll need to add them first as standard inventory items.)
To do this:
In the item page, click Import and select Update Existing Items.
Choose Add Assembly Items.
Download the sample template.
In the template:
Column A: Assembly Item Name
Column B: Component Item Name
Column C: Quantity of the Component
Save your file.
Click Choose File and then Import.
Once the import is complete, the system will display each assembly item with its components and quantities.