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Create Assemblies
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Create kits from individual items in your
inventory.
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Instructions
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.
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Add Component Products to be the parts of
your assembly. For example, you can add a BASKET, a GIFT CARD and
FLOWERS, then assign these to an Master Assembly Product called
GIFT BASKET.
Component products are created the same way as ordinary products
(as described under the Add/Edit a Product
help topic).
Click
here to add component products.
Note: For each item you can optionally enter a Retail
and/or a Wholesale price. These prices will be used when
you sell the items separately. In the assembly prices for
individual items will be added together to create a total price
for your assembly based on the price level of the customer (e.g.,
a Retail customer will receive the sum of the retail
prices).
If you set prices for the Master Assembly Product they will
be used in addition to the individual component prices. You can
override individual component prices on the Master Assembly
Product - details are below.
Add a Master Assembly Product. After you
have created the components of your assembly, you can create a
master product that groups these items into a new product.
Click
here to create a Master Assembly Product.
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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 (as described
under the Add/Edit a Product
help topic).
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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.
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Click the Stock Levels tab or hold Alt
and press N to switch between tabs.

Enter an In Stock amount or check the Non-Inventory Item
checkbox if you do not need to keep track of quantities.
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Click the Assembly tab or hold Alt
and press N to switch between tabs.

A blank screen will appear where you can enter your previously
created components.

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Product Number - Type one of the components
of your assembly that you created (e.g., BASKET). The Product
Number must be entered exactly as you created it. If you cannot
remember a Product Number you can look it up using the Search icon
on the
toolbar, then cancel the search so you do not leave the product
you are viewing. Click
here to search for a component product.
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Quantity - Enter the number of this item
that are part of this assembly.
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Enter a Retail and/or Wholesale price
if you wish. One of these amounts (depending on the customer's
type) will be added to the total price of the assembly. If you do
not want the component price to be added to total enter a Zero
(0.00). This will override the price on the separate component. If
you enter zeroes for all the components only the price on the
Master product will be charged.
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Discount - 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 component product
itself will be used and discounted.
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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
button). If you enter an item you do not need use the
button to remove it.
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Click the
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
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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.
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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.
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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.
See Also:
Add/Edit a Product
Clone a Product
Create
SubProducts
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