How do I make an assembly?

You can make an assembly clicking on the “Add New Item” tab located in the Price Book. Say yes to assembly and answer the windows.

The number of units could be the number of sprinklers on a line size that you are using as a typical price. The number of units are divided into the total cost of the assembly to give you a net per item cost to be inserted into your estimate window. Within the estimate you would enter the quantities.

The “Item Code” is a unique part number that should start with the letter “A”. This item code will be listed in the Price Book alpha-numerically.

The “Name” is what you want to use to call out the item in your price book.

The “Job Phase” is a number 1 through 9 that references the assigned phases found under the “Company” Tab and “Phase Names” Tab. i.e. Underground, Interior, Inspection, Fire Pump, Supervision, Freight, Design, Permits and Subcontracts.

After setting up the Assembly click “Add Item”

On the top of the Assembly List is the quantity that will be used to divide the total by to produce the unit cost each that is imported into the price book. The items the assembly is to be comprised of must be everything needed to meet the quantity listed. Look at an existing assembly for an example. It is recommended that any item priced in an assembly should be inserted from your price book so any update from the price book is automatic.

Assemblies can have nested assemblies within the item price listing.