Business and accounting software for assembly businesses

Build kits from the same stock you use to fill orders. Local Books records the parts a build consumes and the finished kits it creates, giving you current component balances and finished quantities when the next order comes in.

Completed build of 12 mounting kits with three stock components in Local Books
Click to enlarge

Keep parts, kits and sales quantities straight

Check whether you have enough parts for a batch

Save the components for each stocked kit and check shortages on a build order. Use that view to see which parts to reorder before scheduling the next batch.

Explore assembly inventory

Account for prebuilt kits and bundles differently

Post an assembly when you make a finished item for stock. For an order that simply groups several items on the same invoice, add those lines with a saved sales item group.

Explore sales and invoicing

See what the finished kit costs

Review component balances, finished stock and inventory value after the build. Compare the selling price with the cost carried into inventory when reviewing the kit’s price.

Explore inventory valuation and reporting

Example workflow

An assembler makes 12 boxed mounting kits

Define what goes into each kit

Set the stocked parts on the assembly recipe, including the hardware and brackets you want to track. Create a build order for the kits and check which parts are available.

Build stock or group invoice items

Post an assembly when you actually make a stocked kit so the parts used and finished quantity are recorded. A saved sales item group is useful when you want to put several lines on a sale together without building finished stock first.

Compare stock after the run

Review finished quantities and component balances before accepting orders. If counts differ from the books, investigate movements before posting an adjustment. Review what the kit sells for against the cost carried into inventory.

How do I start?

Enable assemblies in Advanced Inventory. Set up and count the components first, then run a small build and check the movements before using it for larger batches.

Own your software and work in books you control

Run your business with either edition

One purchase includes a perpetual license and 12 months of eligible updates. Keep using your version and choose when to buy an optional upgrade. Both editions include the core accounting, sales, purchasing, inventory, job and payroll tools, with no per-user software fees.

Share the same company records

Desktop supports up to five office computers, including the Mac or Windows host. Server has no fixed workstation or concurrent-user limit and supports secure access across locations with the appropriate network setup. It also offers the employee portal when enabled. Staff sign in with their own permissions.

See how office sharing works

Bring the records you need

Review supported imports or start with reconciled opening balances. Your company files stay on the computer or server you manage.

Plan your move to Local Books

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