Assembly Products

Assembled products can be used to sell products that you have made, assembled, or bundled together into a secondary product. The components of assembled products may or may not be sold separately.

To create an assembly, first create the items that go into the product. In our example we’ll make a Gift Basket. The components of the Gift Basket will be the Basket, a coffee mug, some hot cocoa mix, and a hat.

Step 1: Create each of these as items on their own, just like a new regular product. Give them a name, a upc, a price, a product cost, and any other information you have for the items.

Note: If the components of the Assembled product should not be sold on their own, we set their status to be Not for sale we can use these products in the purchase module, but they will not show up at register. In our example, we will set the basket not to be sold.

Note: These items should also have stock on them. This means either registering them in, or creating a purchase invoice for them. You should make sure that your wholesale price and product cost are correct on these items, as they have their own inventory tracking that you will want to be accurate.

To register the products:

Step 1: Go to the INVENTORY module and click on the + sign in the drop down menu next to Inventory Registration.

Step 2: Fill out the necessary information such as the location of where your products are going to be registered to, as well as the products and their stock quantities.

Step 3: Click Confirm on the top right. You can click Save if you want to come back and edit later, but stock quantities do not update until registrations are confirmed.

Creating the Gift Basket:

Step 1: Go to the PIM module and click on the + next to Product Catalog.

Step 2: Fill in the necessary information such as Name Eng, Product Group, Price ...etc.

Step 3: Change the Type field from Product to Assembly.

Step 4: Click Save.

Step 5: Once saved, click on the Recipe button that has now appeared on the bottom bar.

Step 6: Now, add the items that make up the gift basket along with the amount of item we use to create this assembled product. In the example, you see the basket, the hat, the coffee mug, and the hot cocoa

Step 7: Click the x to close out and then click Save.

To register the Gift Basket:

Step 1: Go to the INVENTORY module and click on the + sign in the drop down menu next to Inventory Registration.

Step 2: Fill out the necessary information such as the Location of where your giftbaskets are going to be registered to, as well as the Product ( in this case the gift basket) and their Stock Quantities.

Step 3: Review and click Confirm when done. Now your component items will deprecate the amount of stock necessary to make the indicated number of assembled products.So for my 6 baskets, I will lose 6 hats, 6 coffee mugs, 12 hot cocoa and 6 baskets.

Note: When you sell out of Gift Baskets, you will have to re-register more. If you don’t have enough component to create them, you will be alerted to that fact.

Note: You will notice an A next to the product code in inventory, indicating that product is an assembly.