Catalogue settings
The Catalogues group holds the shared lists the rest of the app picks from. They work the same way everywhere: an entry is defined once here, referenced by many records, and changing it changes what those records show.
On this page
Section titled “On this page”- Additional costs
- Units
- Tags
- Metafields
- Work orders
- Assignees
- Bill versions
Additional costs
Section titled “Additional costs”Labour, electricity, machine time — any per-unit cost that is not a material. Each factor has a name, a kind (Labour or Overhead), a unit and a rate, and the table shows how many bills and assembly billsSub-assemblyA reusable assembly block that composes into bigger bills: define it once, include it in any bill of materials, and Assemblified expands it into its own components at execution time. The app now calls it an assembly bill. Read more → use it.
Change a rate once and every bill re-prices. Work orders that are already open keep the rate they were created with, so a rate change never rewrites history.
The unit comes from the Units catalogue below — you pick one, you cannot coin a new unit by typing it here. A factor that is still attached to a bill or an assembly bill cannot be deleted until you detach it.
Creating, editing and attaching cost factors needs the Enhanced plan. Below it the catalogue stays readable and existing factors keep pricing your bills; the controls are switched off and name the plan.
Full detail: Cost factors and Managing cost factors.
Two sections on one page, headed Units & conversions.
Units of measure is the list of units your raw materials and cost factors are measured in. The built-in units cannot be removed — deleting one hides it from the pickers instead — and a custom unit a raw material still uses is deactivated rather than deleted.
Unit conversions hold the rates between two units, so a material bought in one unit can be consumed in another. The editor checks a new conversion against the ones already stored and tells you when it contradicts one, instead of storing both.
Full detail: Units of measure and Unit conversions.
Material tags are the tags Assemblified applies to your Shopify products to label them as bills or raw materials. A tag can be marked as a default. Deleting a default tag offers a second choice: strip the tag from every matching product in Shopify as well, or leave the products as they are.
BOM order tagging is a single switch below the list. On, every incoming order is tagged with its BOM recognition status; off, orders are not tagged. It applies the moment you flick it.
Full detail: Material tags and BOM order status tags.
Metafields
Section titled “Metafields”The metafieldMetafieldA custom key-value field attached to a material — examples include lot numbers, expiry dates, supplier IDs, and inspection flags. Metafields live as definitions in Settings, hold per-material defaults on raw materials, and capture per-production-batch values inside work orders. They optionally link to a Shopify metafield so values can be pulled in from Shopify. Read more → definitions your raw materials can carry — lot numbers, expiry dates, supplier IDs, inspection flags. A definition can link to a Shopify metafield so values flow in from there.
The whole catalogue needs the Enhanced plan to change. Below it the table is readable but inert, with one upgrade action.
Full detail: Track material data with metafields.
Work orders
Section titled “Work orders”Three sections on one page.
Export templates decide what a work-order export contains. There are three report kinds, each with PDF templates for printing and spreadsheet templates for XLSX/CSV downloads:
| Report | What it is |
|---|---|
| Pick list | The materials to pick for a work order, grouped and sorted the way the floor works |
| Build overview | What the work order builds: planned, built and remaining quantities, with the quality-control snapshot |
| Shortage report | What the work order is missing, optionally costed, for procurement |
Each template has a column picker: choose what appears, and for spreadsheets drag the columns into the order you want. A default PDF template for each kind is created the first time you open the page; without a spreadsheet template, an export falls back to that report’s default columns.
Quality control holds the two vocabularies a review picks from. Failure categories — one category per disposition when items fail a review. Defect reasons — multi-select, so a rejected item can carry several at once. Each entry has a code (generated for you if you leave it blank), a name, and an optional description and colour. An entry an existing review already used is deactivated rather than deleted. See Quality control.
Work-order tags are internal tags for organising work orders, each with a colour. Renaming or deleting one updates every work order carrying it.
Assignees
Section titled “Assignees”The people a work order can be assigned to. Before this catalogue existed a work order carried a typed-in name, so “Anna”, “anna ” and “Anna R.” were three different people to every filter and export.
Each person has a first name (the only required field), an optional last name, phone and email. An email address must be unique and is what lets the app recognise that person when they sign in to the admin. The table shows how many work orders name each one.
Deleting somebody work orders still name retires them instead: they stop being offered when you assign work, and every work order that already names them is unchanged. A Show retired switch brings them back into view, and a retired person can be restored.
One preference sits under the table: Assign new work orders to me by default. With it off, the create dialog opens on Unassigned. Either way, Me is always offered.
Full detail: Assignees.
Bill versions
Section titled “Bill versions”One preference and one report.
Save a version every night when a bill has changed turns on a nightly snapshot: once a day, every bill that has changed since its last version gets a new one, and the rest are left alone. It needs the Enhanced plan.
Last run reports what the most recent night did — how many versions were saved, how many bills were unchanged, how many were checked — or says the snapshot has not run yet.
There is no Run now button here, and deliberately so: a version can always be saved by hand from a bill’s Versions tab, or for many bills at once from the list’s Maintenance menu.
Full detail: Versions.