Sets and bundles serve as a sales tool. If you want to sell multiple components (price list items) as a single item, you're in the right place.
A set itself does not have its own stock inventory; that is handled at the level of its individual items (components). When a set is sold, the items contained in it are issued from stock.
The sets and bundles functionality is available starting from the Business license plan.
Sets and bundles can also be set up via the web application; a guide is available as well.
Example
Our company sells electronics. We want to sell a camera set that includes a camera, a case, and an SD card.
Step 1
We create a price list item (a set) named CAMERA SET.
Note 1:
A set logically does not have a purchase (i.e., cost) price. If a purchase price is specified for a set, it is only an "indicative" price. The actual cost of selling it is calculated from the items it contains, i.e., from the issue notes of the respective items.
Note 2:
The selling price of a set is not calculated from the selling prices of the items it contains, so it must be entered directly on the set itself.
Note 3:
Although a set does not have its own stock inventory (the individual components are stocked, not the set itself), it must still be recorded as a stock item.
Step 2
Just like any other items in the price list, we create (if they don't already exist) the individual items that will be part of the set.
We then use the "Add" button to add them. Each item can be included in the set in multiple quantities.
Once all the necessary items have been added to the set, we can save the set.
⚠️ Note 4: For sets and bundles, it is always necessary to set up warehouse mapping, even if you only have a single warehouse. Without it, ABRA Flexi does not know from which warehouse to issue the set's components, and the sale of the set will not go through.
Setting up sets and bundles starts in the video at 3:05.
Since our set is now properly configured, we can try selling it. Let's go to issued invoices, create a new invoice, and add this set to it.
Once the invoice is saved (assuming the invoice type has automatic stock document generation enabled), an issue note will be created for the respective items of the set.
In the relations of the given invoice (or sales receipt), we can find the issue note in which the components are issued from stock.
Both receiving and issuing stock only takes place with regard to the set's components; the set itself does not have its own stock inventory.
Frequently Asked Questions
Is it possible to copy a set's configuration to another item?
A set can be copied. On the set's items, there is a button available that allows you to copy the configuration of another set and insert it into the one you're currently creating.
Can a supplier order for the set's components be created directly from an ordered set?
If a customer orders a set (and you create a received order for it), you can create an issued order directly. Only the set's components will be ordered.
Is warehouse mapping always required?
Yes. Warehouse mapping must always be set up, even if you only have one warehouse. It is precisely from this mapping that ABRA Flexi determines which warehouse the set's components should be issued from. Without this setting, the sale of the set will not go through.
The set used to be a standard item and has stock inventory on it — how can I get rid of it?
If the current set used to be a standard item that had stock movements, and after the set was created there is a remaining balance in stock, the only way to issue it from stock is to remove the set configuration in the price list and only then perform the stock issue.
Can a set be used in a module other than Sales?
An item that is a set cannot be used in the Purchase module or the Goods module. In these modules, only the set's individual items can be used.
Is it possible to find out the available quantity of the entire set?
Yes, this is possible with the help of our add-on. It can be easily downloaded (starting from the Premium plan) and used.