Administrative work competes with your engineering work.
AssembleFlow brings BOM updates, supplier inquiries, purchase orders, and customer document creation into one platform, so your team can manage the work in one place.
- CSV / XLSX / XLSM — BOM formats you can import
- 6 stages — Workflow status for bought-in parts
- 1 workspace — For BOMs, orders, stock, costs and quotations
- PDF — Export for customer and project documents
If any of these sound familiar, AssembleFlow was built for you
You're buying parts you already own — because nobody knows what's in stock.
Without a live stock system linked to your BOM, teams can re-order parts already sitting in their own stores. AssembleFlow deducts available inventory from your BOM before calculating what to order, so you can review what needs ordering.
Your Excel BOM breaks — and only the person who built it can fix it.
Excel formulas, references and macros can be difficult for a team to maintain. AssembleFlow stores the BOM calculations in the platform and provides the same project data to the team.
Flag parts that need attention.
A single unordered or undelivered part can disrupt an assembly operation. Flag parts that need attention, then use the project cards and lists to surface the count alongside the rest of your procurement status.
What changes the moment you switch from Excel to AssembleFlow
- BOM updates across separate files → BOM updates in one project workspace
- Re-ordering without stock visibility → Review available stock before ordering
- Writing each Quote or PO manually → Generate documents from selected parts
- Parts that need attention → Flag parts and surface their count in project cards and lists
- Preparing spare parts lists and manuals separately → Generate customer documents from the project BOM
- Pricing the machine in a separate spreadsheet → Customer quotation built from your project costs
- Re-typing orders into your accounting software → Export orders for Xero, QuickBooks, Sage or FreeAgent
- Excel formula errors nobody can fix → Built-in calculations and shared project data
- Supplier inquiries across email → Track all inquiries in one place
- Chasing suppliers for delivery dates → Delivery tracker with supplier commitments
- No cost visibility until it's too late → Compare project budget and actual spend
- Version chaos from shared Excel files → Everyone works from the same project data
- ERP or complex BOM software → Purpose-built workflows for small teams
One platform. Every stage of your assembly project.
- Import Your BOM. Upload your existing CSV or Excel BOM, including a BOM exported from SolidWorks, Inventor, CATIA, Creo, Altium, or KiCad. Choose the sheet, confirm the detected header row, and map the columns for that import. Attach drawings and datasheets to any part or assembly, then review the imported project.
- See the Status of Every Part. Six workflow columns show the procurement status of every bought-in part: what needs attention, what has a quote requested or received, what has been ordered and what has arrived. Stock is checked against the BOM, so you order only what you need.
- Raise Professional Documents. Select the parts needing pricing or ordering. AssembleFlow fills in supplier details, part numbers, quantities, and pricing automatically. Export or email a professional Quote Request or Purchase Order. Every document is numbered, dated and logged, and your orders export to your accounting software.
- Cost, Quote and Deliver. Compare budget with actual cost, then turn your project costs into a customer quotation with your margin applied. Follow supplier deliveries and mark parts received. When the build is complete, generate the Spare Parts Quotation and Machine Parts Manual from your BOM.
Why not just use an ERP or another BOM tool?
ERP systems are built for large, complex businesses.
SAP, Oracle, and mid-market ERPs cover finance, HR, sales and production planning, with an implementation project to match. AssembleFlow focuses on what a small assembly business needs: BOMs, procurement, stock, project costs and quotations in one workflow.
Other BOM tools are too complex for your whole team to use.
Most BOM management software assumes your entire team has a technical background. AssembleFlow is designed so that your buyer, your stores person, and your project manager can work from the same project information.
Generic project tools don't understand assembly manufacturing.
Monday.com, Asana, and Trello are powerful — but they do not know what a BOM is, what a Purchase Order requires, or how to generate a Spare Parts Quotation. AssembleFlow was built exclusively for assembly-based manufacturing. Every single feature exists because an assembly workshop needs it.
Everything your assembly workshop needs. Nothing you don't.
Assembly BOM Management
Structure your Bill of Materials with assemblies, sub-assemblies, and bought-in parts. Number parts automatically, group by assembly, and track every line item from inquiry to delivery. Flexible custom columns adapt to your workflow.
BOM Import from Excel & CSV
Import the CSV or Excel BOM exported from SolidWorks, Inventor, CATIA, Creo, Altium, or KiCad. Choose the sheet, confirm the detected header row, and map the columns for that import. Supports XLSX, XLSM, and CSV formats.
Drawing & Datasheet Storage
Attach engineering drawings, datasheets, or technical PDFs directly to any part or assembly. Keep them with the project record instead of separate files or email attachments.
Workflow Status per Part
Six workflow columns track every bought-in part: Attention → Quote Request → Quote Sent → Place Order → Order Placed → Received. Rename the stages, add your own columns and let conditions tick a stage for you. At a glance, see where every part is.
Quote Requests (Inquiries)
Select parts needing pricing and generate a professional Inquiry document. Supplier details auto-fill from your Supplier database. Documents are numbered, dated, and ready to export as PDF or send by email.
Purchase Orders
Raise POs directly from the Parts List. Auto-filled supplier details, line items, discounts, shipping costs and optional sales tax. Each PO is numbered and logged automatically in the Order List.
Order List & PO Tracking
Every purchase order you raise is logged in the Order List with supplier, value, date and status. View the full breakdown of each PO including individual parts, quantities, and costs.
Accounting Export
Export purchase orders from the Order List as a CSV for Xero, QuickBooks, Sage, FreeAgent or a generic format. The currency code and tax type follow your project, with sales-tax wording for US projects.
Stock Management
Track your global parts stock across all projects. AssembleFlow calculates how much stock is available for each project, how much has been used, and what needs to be ordered, taking reservations from other projects into account.
Project Cost Control
Track budget against actual spend for parts, labor and overheads. Actual cost builds up from your purchase orders, variance highlighting shows where you are over or under, and the grand total drives your project profit. Monthly spend chart. Export to PDF.
Customer Price Quotations
Turn the project cost into a numbered quotation. Start from the Project Costs grand total, add your own costs such as installation or travel, set your profit margin, and export a PDF that never shows your costs or margin.
Spare Parts Quotations
Generate professional recommended spare parts lists for your customers. Select the customer, set your mark-up percentage and discount — prices calculate automatically. Export to PDF with your branding.
Machine Parts Manual
Generate a structured machine parts list for your customer from your BOM with one click. Always reflects your latest part numbers, descriptions, quantities, and drawing references.
Supplier & Customer Database
Store all your supplier and customer details in one place. Supplier information auto-fills into Quote Requests and Purchase Orders. Customer details link directly to quotations and Spare Parts Quotations, keeping the relevant records together.
Delivery Tracker & Progress
Follow order, delivery and supplier-commitment dates for every assembly, with a countdown to your factory acceptance test. See progress on every project card and in the Overview table at a glance.
Project Notes & Tasks
Record meetings, decisions, build logs and snags in the project. Turn meeting action items into tasks with an owner, priority and due date.
Team Roles & Permissions
Invite your team as admins or members and decide, tab by tab, who can view and who can edit. Costs and margins stay with the people who should see them.
Live Team Collaboration
Several people can work in the same project at once and see each other's changes as they happen, so the buyer, the stores person and the project manager always see the same data.
Work in Your Currency
Choose from 20 currencies for each project, including USD, EUR, GBP, CAD and AUD. The symbol follows through your documents, costs and accounting exports. Prices are not converted, so you stay in control of the numbers.
Made to Fit Your Way of Working
Add custom data columns and formulas, rename tabs and labels, choose which columns appear on each document and set up your own workflow stages.
Activity Log, Archive & Data Download
See who changed what in each project, duplicate a project as a starting point for the next machine, archive finished work and download your data whenever you need it.
Try it before you sign up
See how AssembleFlow works, or use the free tools, with no account and no email address.
Take the product tour
Walk through all 18 screens of a fictional machine build, from the project list to the delivery tracker.
Free Excel templates
A machine BOM, a purchase order tracker and a cost and quote worksheet. The BOM template imports straight into AssembleFlow.
Margin calculator
Add up your costs, set a target margin or mark-up and see the selling price and profit, in 20 currencies.
Built for assembly businesses from 1 to 100 people
Whether you're a sole trader building custom machines or a workshop of up to 100 people running 20 projects in parallel, AssembleFlow scales with you.
The Solo Engineer or Small Workshop (1–10 people)
You are the engineer, the buyer, and the project manager. Excel is your current system — and it is starting to break. AssembleFlow gives you a professional BOM, procurement, and stock management workflow for the whole team.
The Growing Assembly Team (10–30 people)
Multiple projects running in parallel. Parts getting confused between builds. Quotes being chased by three different people. You have outgrown spreadsheets but you do not need a full ERP. AssembleFlow gives your whole team a single source of truth for project information.
The Established Manufacturer (30–100 people)
You have looked at ERP systems and want a focused workflow for the people who plan, buy and build, without a full ERP rollout. Not everyone in the company needs a seat: the Factory plan covers up to 50 team members.
What you can do with AssembleFlow
- Import a BOM from CSV or XLSX.
- Check stock before you order.
- Raise inquiries and purchase orders with automatic reference numbers.
- Export orders to your accounting software.
- Compare budget with actual cost and see your profit.
- Send customers a quotation with your margin built in.
- Track supplier deliveries against your FAT date.
- Produce a spare parts quotation and a parts manual.
- Share one project across a team, with roles and permissions.
- Work in your own currency, with 20 to choose from.
Simple plans for small manufacturing teams
Start free with no credit card required. Workshop and Factory plans include every feature; they differ only in the number of active projects and team members. Compare them on our pricing page.
Frequently asked questions
We already have a professionally built Excel BOM — why would we switch?
A professionally built Excel BOM is better than a badly designed one — but it still needs ongoing maintenance. Formula errors, broken references, and circular dependencies can appear as files evolve. AssembleFlow stores the calculations in the platform, maintained as part of the product, and gives each user the same project data.
How long does it take to get set up?
Start by importing your existing BOM and inviting your team. AssembleFlow is web-based, so there is no software installation or implementation project. If you can use Excel, you can use AssembleFlow.
Do I need to install anything?
No. AssembleFlow is fully web-based and works in any modern browser. No software to install, no IT setup required — just sign up and start your first project.
Can I try it without signing up?
Yes. Take the product tour to see all 18 screens of a fictional machine build, download the free Excel templates or use the margin calculator, all without an account. When you are ready, the 14-day free trial needs no credit card.
Can I import my existing Excel BOM?
Yes. AssembleFlow supports CSV, XLSX, and XLSM files. You select the sheet, confirm the detected header row, and map each column to the right field for that import — it adapts to your format.
Which CAD programs work with BOM import?
Any CAD program that exports a Bill of Materials to Excel or CSV — including SolidWorks, Inventor, CATIA, Creo, Altium, and KiCad. If your CAD tool can produce a spreadsheet BOM, AssembleFlow can import it.
Can I attach drawings and datasheets to parts?
Yes. You can upload a PDF, JPEG, or PNG file to any part or assembly. Click to view it from the Parts List without leaving the project.
Can I send my customers a quotation?
Yes. The Quotation tab starts from your Project Costs grand total, lets you add your own cost lines and set a margin, and produces a numbered quotation. The customer's document shows only the price lines you choose; your costs and margin are never printed on it.
Does it connect to my accounting software?
There is no live connection. You export your purchase orders from the Order List as a CSV file for Xero, QuickBooks, Sage or FreeAgent, or in a generic format, and import that file in your accounting software. The currency code and tax type follow the project.
Can I work in my own currency?
Yes. Each project has its own currency, chosen from 20 including USD, EUR, GBP, CAD and AUD. The symbol follows through costs, orders, quotations and exports. AssembleFlow does not convert between currencies, so enter your figures in the currency you work in.
How many users can I add?
Workshop includes up to 5 team members. Factory includes up to 50 team members. Prices are per organization, not per user.
Can I export documents to PDF?
Yes. Quote requests, purchase orders, quotations, spare parts quotations, machine manuals, the delivery tracker and project cost reports all export to PDF, pre-filled with your company details. Inquiries and purchase orders can also be sent by email.
Can I manage multiple projects at once?
Yes. Create as many projects as your plan allows. Each project has its own parts list, documents and costs, while suppliers, customers and stock are shared so you enter them once.
Can I cancel anytime?
Absolutely. No contracts, no lock-in. Cancel from your account settings at any time.