Sets and bundles serve as a sales tool. If you want to sell multiple components (price list items) as a single item, you are in the right place.
A set itself does not have its own stock inventory — inventory is managed at the level of its individual items (components). When a set is sold, the items it contains are dispatched from stock.
The sets and bundles functionality is available from the Business license tier.
Sets and bundles can also be configured via the web application. A guide is also available.
Let's walk through the principle with a simple example:
Our company deals in electronics. We want to sell a camera set that includes a camera, a case, and an SD card.
Step 1)
We will create a price list item (set) named CAMERA SET.
Note 1:
By its nature, a set does not have a purchase (i.e. cost) price. If a purchase price is entered for a set, it is for reference purposes only. The actual cost of selling the set is calculated from the items it contains — specifically from the stock dispatch records of those items.
Note 2:
The selling price of a set is not calculated from the selling prices of its individual items — it must be entered directly on the set itself.
Note 3:
Although a set does not have its own stock inventory (individual components are stocked, not the set itself), it must be recorded as a stock item.
Step 2)
Just like any other items in the price list, we will create (if they don't already exist) the individual items that will be part of the set.
Using the "Add" button, we then proceed to add them. Each item can be included in the set in multiple quantities.
Once all the required items have been added to the set, we can save it.
Note 4:
If components are to be dispatched from a different warehouse than the one where the set itself is recorded, you need to configure Warehouse Mapping.
The sets and bundles configuration starts in the video at 3:05.
Now that our set is correctly configured, we can test it by making a sale. We'll go to issued invoices, create a new invoice, and add the set to it.
When the invoice is saved (provided the invoice type has automatic stock document generation enabled), a stock dispatch record will be created for the relevant set items.
In the linked documents section of the invoice (or sales receipt), you can find the dispatch record showing the dispatched components.
Stock receipts and dispatches apply only to the set's components — the set itself does not have its own stock inventory.
Frequently asked questions about sets and bundles
Can the set configuration be copied to another item?
A set can be copied. In the set items section, there is a button that allows you to copy the configuration of an existing set and apply it to a newly created one.
Can a purchase order for a set's components be created directly from a customer order?
If a customer orders a set (i.e. you create a received order for it), you can immediately create an issued order. Only the set's components will be ordered.
Is warehouse mapping always required?
Warehouse mapping is not needed if you only have one warehouse.
The set was previously a standard item and has stock inventory — how can I clear it?
If the current set was previously a standard item with stock movements, and there is a remaining balance in stock after the set was created, the only way to dispatch it is to remove the set configuration in the price list first, and then perform the stock dispatch.
Can a set be used in a module other than Sales?
An item defined as a set cannot be used in the Purchasing module or the Inventory module. Only the individual components of the set can be used in those modules.
Can the available quantity of an entire set be checked?
Yes, this is possible using our add-on. It can be easily downloaded (available from the Premium tier) and used right away.