We have what we call lot pricing. We create an invoice with multiple parts. Created a custom field called lot price. Show only the lot price on invoice.

Is this how we should handle it or should we use inventory assembly?

Answer

Nothing wrong with what you're doing: include all the items on the invoice so they are removed from inventory and the cost is assigned properly.

If the 'lots' are often the same then you could be using a 'group item' to simplify the entry, but the result will be similar.

Only downside is that you will find that when you later run the item sales & costs report it will appear that you have lost money on the components and made money on the 'lot items' - this just means that you can't use that report to analyse sales margins.

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MikeinBC , CPA-CMA
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