Settings reference

Each BOM has seven settings an operator can configure on the detail page. Six of the seven can also be switched for many BOMs at once from the Finished goods list — see Changing these in bulk at the end. (Pre-assembled quantity, #7, is a number rather than a switch; it has its own bulk action.) This page is the authoritative reference for each one — what it does, when to use it, and what it costs.

On this page

• Where each setting lives on the detail page
• Status (active vs inactive)
• Dynamic adjustment and maintain inventory level
• Auto-generate, keep-assembled, only-sell-preassembled
• Pre-assembled quantity (numeric, not a switch)
• Subscription gates and mutually-exclusive settings
• Changing these in bulk

Where they live

Five of the seven are on the detail page’s Settings tab. Status is a switch on the Shopify Integration card at the top of the Overview tab. The Settings tab splits its five into two groups, and the difference matters:

• Preferences — keep assembled on return (#5), maintain inventory level (#3), auto-generate material list (#4). These behave like a form. Flip a switch and a Save/Discard bar appears at the bottom of the screen; nothing is written until you press Save, and Discard puts everything back. Status (#1) is part of that same form, even though it sits on a different tab — so flipping it also arms the Save bar rather than applying on the spot.
• Inventory behaviour — dynamic adjustment (#2) and only sell pre-assembled quantities (#6). These apply immediately, with no Save step, because each one changes what your store shows as available the moment it changes. They ask before they run — dynamic adjustment with a confirmation, only sell pre-assembled with the short flow described in #6 — and if the change will switch another setting off (see the mutex rule below), it says so.

Pre-assembled quantity (#7) is not a switch at all — it’s a number, and it lives in the Stock by location card on the Overview tab. See Pre-assembled inventory.

At a glance

#	Setting	Where	Default	Subscription	Mutex
1	Status (active/inactive)	Overview → Shopify Integration card (saved)	Inactive	—	—
2	Dynamic adjustment	Settings → Inventory behaviour (immediate)	Off	—	↔ #3, #6
3	Maintain inventory level	Settings → Preferences (saved)	Off	—	↔ #2, #6
4	Auto-generate material list	Settings → Preferences (saved)	Off	Enhanced	—
5	Keep assembled on return	Settings → Preferences (saved)	Off	—	—
6	Only sell pre-assembled qty	Settings → Inventory behaviour (immediate)	Off	Enhanced	↔ #2, #3
7	Pre-assembled quantity	Overview → Stock by location	0	—	—

The “mutex” column means: at most one of #2, #3 and #6 can be on at a time. All three drive the same displayed Shopify quantity from a different source, so running two would fight. Whichever one you switch on wins and the other two switch off — however you set it, whether that’s the toggle on the detail page or a bulk change from the list.

1. Status (active vs inactive)

The on/off switch for the entire BOM.

• Active. Shopify order events execute this BOM and apply its component inventory changes.
• Inactive. Shopify order events skip this BOM entirely. No execution, no log row.

Default: Inactive.

Where: the Status switch on the Shopify Integration card, at the top of the detail page’s Overview tab. A badge beside it shows the current state. It is part of the page’s form, so flipping it arms the Save/Discard bar — nothing is written until you save.

Use it for: taking a BOM offline temporarily — recipe rework, an out-of-stock material you can’t substitute, testing a new recipe in the wings. Activating again is one flip and a save; nothing is lost.

2. Dynamic adjustment

Recalculate the Shopify-displayed quantity of this BOM from current component availability after every order.

• On. Assemblified recalculates this BOM’s sellable quantity from current essential raw material availability plus pre-assembled stock.
• Off. Assemblified will not recalculate this BOM’s sellable quantity from component availability.

Default: Off.

Mutex: switching this on switches Maintain inventory level and Only sell pre-assembled quantities off.

Use it for: the typical case where you want your Shopify product page to never sell more than you can build. If your bottleneck component drops, the displayed quantity drops too.

There’s also a Synchronize with Raw Materials button that appears when this is on. It manually triggers a recompute — useful after you’ve edited components or fixed an inventory glitch and don’t want to wait for the next order.

See Dynamic adjustment for the formula and worked examples.

3. Maintain inventory level

The inverse of dynamic adjustment. After execution, push a positive delta back to the BOM variant so the displayed Shopify inventory stays flat.

• On. After order execution, Assemblified adds the executed quantity back to the BOM variant so the variant’s own Shopify inventory stays flat.
• Off. Shopify’s normal BOM variant inventory changes remain in place after order execution.

Default: Off.

Mutex: switching this on switches Dynamic adjustment and Only sell pre-assembled quantities off.

Use it for: BOMs whose displayed Shopify quantity should be operator-managed manually (an “always 100” hand-curated number). The actual underlying components still decrement; only the displayed BOM quantity is restored.

4. Auto-generate material list

Create a draft work order with the material list, plus a task that links to it, for every new order so operators can review or download the materials needed.

• On. Order execution for this BOM creates a draft work order with the material list and a task that links to it.
• Off. Material lists will not be automatically generated for this BOM.

Default: Off.

Subscription: Enhanced. On a lower plan the switch is shown but inactive, badged Enhanced, with an Upgrade link beside it.

What gets created. For each new order, one draft Material List Only work order named Materials Order #1001, with one item per BOM in the order that has this setting on, at the ordered quantity, tagged materials-order. Next to it, an assemble task of the same name, labelled Material list, whose Work order column links to it. A Material List Only work order moves no stock. If the order is processed again, nothing is created twice. If Assemblified cannot tell which location the order belongs to, only the task is created, and its description says why. Cancellations and refunds create nothing.

Use it for: workshops that pull a printed material list per order before building. Open the work order’s pick list from the work order itself, or from the task with Material list in its ⋯ menu, which shows the PDF without downloading it. Once the materials are gathered, Complete work order on the task closes the work order in one step.

5. Keep assembled on return

Cancelled or refunded units restore the BOM’s pre-assembled shelf instead of breaking back into raws.

• On. Cancelled or refunded units go back into this BOM’s pre-assembled stock instead of being broken back down into raw materials.
• Off. Cancelled or refunded units are broken back down into raw materials, while nested sub-assemblies can still keep their own assembled stock if flagged.

Default: Off.

Use it for: finished-goods that you can’t physically take apart — once assembled, they stay assembled. If a customer cancels, the unit goes back to your finished-goods shelf, not back to the raw-materials shelf.

This setting cascades through nested sub-assemblies. See Refunds & cancellations for the three-branch behavior table.

6. Only sell pre-assembled quantities

Sell the pre-assembled shelf. Hide buildable capacity from raw materials.

• On. Shopify sells this BOM’s pre-assembled shelf: an order takes a unit that is already built and never consumes components.
• Off. Shopify availability is recalculated as pre-assembled stock plus the extra capacity your components allow.

Default: Off.

Subscription: Enhanced.

Mutex: switching this on switches Dynamic adjustment and Maintain inventory level off.

Use it for: sellers who only want to sell what’s physically built — never selling on the promise of “we have the raws, we’ll build it after the order”.

Turning it on is a short flow, not a flip

Your shelf and Shopify almost never hold the same number, so switching this on has to settle which of the two wins before anything moves. It asks the same way everywhere: on the BOM detail page the switch opens the flow for that one BOM, and on the Finished goods list BOM settings → Only sell pre-assembled → Enable opens the same one for everything you ticked.

1. Which number wins?

• Use Shopify’s numbers — the availability Shopify sells right now becomes the pre-assembled stock. Your storefront keeps showing what it shows today.
• Keep the pre-assembled numbers — the pre-assembled stock overwrites what Shopify sells. Your storefront moves to the shelf figures, and that update to Shopify is queued rather than instant.

Both directions switch Dynamic adjustment and Maintain inventory level off wherever one of them is on, and the dialog says so before you choose.

2. The numbers, per location

A table lists every location with Combined Shopify and Combined pre-assembled for what you selected — for a single BOM the headings drop “Combined” — plus a Differences column reading “Differs on 2 of 5”. Open that cell and Where the numbers differ names the BOMs that disagree at that location, with both figures side by side.

The table always shows every location, even when you’ve narrowed the page to one with the location control: this setting applies everywhere, so a table that followed the filter would describe a fraction of what the change does. A big selection is previewed on the first 50 finished goods, and the dialog says how many of how many that is.

3. Check — mandatory, before anything is applied

Nothing is applied until you press Check. It runs every rule the change would hit across your whole selection and comes back with a one-line summary — “12 can be applied · 2 blocked · 1 already on” — and a table naming each finished good with a result:

Result	What it means
Will apply	Nothing in the way.
Applies with changes	It lands, but something goes off on the way: dynamic adjustment is switched off on this finished good, or maintain inventory is switched off on this finished good.
Blocked	It is refused, and the row says why — no Shopify inventory item, so its availability can’t be anchored; Shopify holds no inventory level for it at any location; Shopify availability is below zero at named locations (when you’re using Shopify’s numbers); or the finished good could not be found.
Already on	Nothing to do, so it’s left alone. Use Reconcile if its two numbers need lining up.

The check answers for both directions at once, so switching between them re-filters what’s on screen instead of costing another round trip. Check again re-runs it when you want a fresh answer — after fixing a blocked item in Shopify, for instance.

Location rules show up here too. A rule that keeps a BOM made to order or disabled at a location means no pre-assembled stock is set there, and the check names the location and the reason instead of quietly applying less than it claimed.

4. Apply

The button reads Apply to 12 — the count the check gave for the direction you chose. It stays inert until you’ve picked a direction and the check has found something to apply.

Apply then acts on the whole selection and honours the check exactly: blocked finished goods are refused, already-on ones are skipped. If anything was refused or skipped, the dialog stays open with that list so you can read it rather than hunting for what happened. Updating Shopify runs in the background: the result banner tells you the sync is queued and that the rows update once it lands. There is no per-row marker to chase afterwards.

Turning it off

Switching it off again is a plain confirmation, on the detail page and on the list alike: there is no direction to choose on the way back. Shopify availability goes back to pre-assembled stock plus what your components allow, at every location, and that restore runs in the background.

7. Pre-assembled quantity

The numeric count of pre-built finished goods. Not a switch — a number you adjust manually or through orders.

• Default: 0 — empty shelf.
• How to adjust: on the BOM detail page, the Overview tab’s Stock by location card lists one row per location, each with a pencil that sets that location’s figure without consuming components. The title bar’s Pre-manufacture action is the other route: it builds units from the recipe and adds them to the shelf. From the Finished goods list you can also click the pre-assembled number on a row and Adjust pre-assembled… for one location, or reach the same dialog from the row’s ⋯ menu. Turning Only sell pre-assembled quantities (#6) on with Use Shopify’s numbers sets the shelf from Shopify in one pass, at every location.

When an order arrives, the shelf is consumed first; only the remainder pulls from raws. See Pre-assembled inventory for the full mechanics.

Subscription tiers

Two settings are gated to the Enhanced plan:

• Auto-generate material list (#4)
• Only sell pre-assembled quantities (#6)

The other five are available on all plans. The gate is visible wherever the setting is: on the detail page’s Settings tab the switch renders disabled, badged Enhanced, with an Upgrade link and a line saying what the setting would do for you; in the bulk menu on the Finished goods list the entry is disabled and reads “(requires Enhanced)”, with a single Upgrade to Enhanced link.

Changing these in bulk

Every setting except #7 can be applied to many BOMs at once. On the Finished goods list, tick the rows you want, then open the BOM settings dropdown in the bar that appears along the bottom. It holds all six, in two groups:

• Activate and Deactivate, the first two entries, are setting #1. They also queue a matching update to the product in Shopify, and the result banner says how many batches were queued and that the rows update once it lands.
• A divider separates those from settings #2 to #6, which are one entry each, named plainly. Hover the setting and choose Enable or Disable behind it — so Dynamic adjustment is a single row, not two rows reading ”· Enable” and ”· Disable”.

Two things that only appear conditionally: Location rules sits last in the same dropdown, but only while your shop runs multi-location adjustments; a setting your plan doesn’t include shows the lock and names the tier on the entry itself and won’t open.

Enabling one of the three mutually exclusive settings (#2, #3, #6) states that before it runs: the confirmation names the other two and says they are switched off on every selected finished good where one of them is on. Disabling never warns — switching a setting off can’t turn another one on. The exclusion is enforced on the server too, so a bulk change can’t leave two of the three on, no matter how it was made.

Setting #7 is not in this dropdown. Adjusting pre-assembled stock is a one-row job: use the row’s ⋯ → Adjust pre-assembled, or click the pre-assembled number on the row. For building many at once, Inventory → Quick assemble is the bulk action.

Where to next

• Pre-assembled inventory — deep dive on setting #7.
• Refunds & cancellations — deep dive on setting #5 with the cascade table.
• Dynamic adjustment — deep dive on settings #2 and #3.
• Execution model — see how settings translate to actual behavior at order time.
• Check BOM margin and cost breakdown — see how cost-related toggles interact with the rolled-up cost.