This program eliminates the tedium of manually building assemblies in QuickBooks. Anyone who works with QuickBooks assemblies is well aware of the time consuming, error prone, and computer resource intensive process of manually building the assemblies that you sell. The QuickBooks Community has long desired a “Build & Close” feature that helps take the tedium out of this process. Auto Build Assemblies goes one step further by allowing you to enter all your build requirements in a single Excel spreadsheet and then converting those into QuickBooks build orders automatically. Initiate all the builds at the touch of a button or schedule Auto Build Assemblies to run as a task during off hours.
Read what some recent customers have said about Auto Build Assemblies:
“This is exactly what we’ve been looking for!”
“I was ready to recommend to my boss that we had outgrown QuickBooks and would need to find a more powerful accounting solution. Your program solves a MAJOR issue for us. We can now keep our significant investment in software, hardware, and, most importantly, training.”
The nuts and bolts of this program are as follows:
On first run, Auto Build Assemblies scans through your item list and puts all of your assembly items, complete with descriptions, in an Excel spreadsheet called Auto Build Schedule.xls. There are 3 columns next to each item: Quantity to Build, Quantity to Have, and Build Order. The cells under each of these columns are initially empty, waiting for your input.
When putting together the build schedule, open up this spreadsheet using Excel and enter a number into either the Quantity to Build column or the Quantity to Have column depending on whether you want to specify the number of assemblies you want to build or the number you want to end up with after taking into consideration the current quantity on hand. If your process requires that some assemblies be built before others, you can specify this in the Build Order column. This process is accomplished in Excel only, completely independent of QuickBooks. Items can be rearranged in this spreadsheet and standard Excel formatting - such as adding cell color, borders, modifying fonts, etc. - can be added to make navigating this spreadsheet easier for your data entry person. The default build date is ‘today’ and the default memo is a date/time stamp. These can both be customized within this spreadsheet. This spreadsheet is then saved and closed.
Upon execution, Auto Build Assemblies goes through this Auto Build Schedule spreadsheet and organizes the items according to the build order you specified. It then steps through each item and first determines if there are enough inventory items on hand to build the assembly in the first place. If there are enough parts, then it issues the build order to QuickBooks. It has the ability to ‘drill down’ and build any lower level assemblies that need to be built first in order to complete the upper level build. There is no limit to the number of these layers. If there are not enough component parts on hand to complete all the builds you are requesting, Auto Build Assemblies can be configured to build as many as it can, based on available parts. No ‘pending builds’ will be created.
Auto Build Assemblies can be initiated either manually from the desktop or as a Scheduled Task in Windows. If set up as a Scheduled Task, the program will start, connect to QuickBooks, complete the builds, save the report, disconnect from QuickBooks, and shut down with no intervention from the user whatsoever. You will arrive in the morning with the builds complete and a detailed report saved.
Build information is reported to the screen as the program runs and a detailed build report, which includes the first missing item that prevented the build if not all builds could be completed per your request, is created in Excel and saved to a log folder.
Auto Build Assemblies is compatible with all Premier and Enterprise versions through QuickBooks 2010, all versions of Windows including Vista, and all versions of Excel through 2007.