Assemblies (Kits)

by admin, August 17, 2010

Assemblies (Kits)

Assemblies are collections of various products in your inventory. You can create a product, for example – GIFT BASKET, and add all the items from your inventory that make up the basket (flowers, gift card, vase etc.). When you take an order you can select just the GIFT BASKET and the other items will be added automatically.

  1. Add new products (as described in the help file under the topic Add a Product) as needed to be the parts of your assembly. For example, you can add a BASKET, a GIFT CARD, and FLOWERS. These will be added to the assembly in the steps below.
  2. For each item you can optionally enter a Retail and/or Wholesale price. These prices will be added together to create a total price for your assembly. If you prefer you can leave these fields blank and simply set a total price for the entire assembly in the Master Assembly Product you will create in the steps below.
  3. Note: The Master Assembly Product (MAP) is the product number that you will select when entering orders. All items in the assembly will be automatically entered when it is selected. For example, you can create a MAP of GIFT BASKET. Then, add various items from your inventory to the Assembly tab. When you take an order simply select GIFT BASKET. All the other items will be entered into the order for you automatically.
  4. Click the Stock Levels tab (or press Alt-N on your keyboard). Enter an In Stock amount or check the Non-Inventory Item checkbox if you do not need to keep track of quantities.
  5. Add another new product: This will be the Master Assembly Product. (MAP)
  6. On the Product tab enter a Product # that identifies the assembly (e.g., GIFT BASKET). You can also enter a description, a long description etc. if you wish.
  7. If you would like to set a price for the entire product enter it into the Retail Price and/or Wholesale fields. You can leave these blank if you prefer to have the price calculated based on the individual items in the assembly tab.
  8. Click the Stock Levels tab (or press Alt-N on your keyboard). Enter an In Stock amount or check the Non-Inventory Item checkbox if you do not need to keep track of quantities.
  9. Click the Assembly tab (or press Alt-N on your keyboard).
  10. In the first field enter the Product Number of one of the parts of your assembly that you created (e.g., BASKET). The Product Number must be entered exactly as you created it.
  11. Enter the number of this item that are part of this assembly in the Quantity field.
  12. Enter a Retail and Wholesale price if you wish. As noted above one of these amounts (depending on the customer’s type) will be added to the total price of the assembly. Note: You can have a price in the Master Assembly Product and the parts of the assembly. The total will include all the amounts. This works well when your assembly parts are sold separately as well.
  13. Enter a discount, if you wish, as a whole number (e.g., 10 = 10%). The discount will be applied to the price of the item. Typically you would not also enter a price in the step above. The price from the product itself will be used and discounted.
  14. Continue adding parts to the assembly (you can use the Tab or Down Arrow keys on your keyboard to add additional items, or you can click the Add button). If you enter an item you do not need you can use the Delete button to remove it.
  15. Click the Save button (or press Alt-S on your keyboard) to save the finished assembly. When you take an order you can select the Master Assembly Product as you would any other product. The parts of the assembly will be added automatically to the order.

ADVANCED TIPS

If you sell items separately and as part of an assembly you can enter the separate item prices on each product. Then, on the Assembly tab of the Master Assembly Product you can enter the discounted price you charge when they are part of the assembly, or enter a zero to just use the total price from the Master Assembly Product. You can also manually override any amount on the order itself.

Each item of the assembly will print separately on the invoice and pick list report. You can use these to properly pull inventory and fill orders.

If a part of assembly is out of stock it will be backordered automatically (although you can override the backorder). You may wish to manually backorder each of the other items as well with the Force Backorder option in the Item button.

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