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 as such does not have its own stock; stock is managed for its individual items (components). When a set is sold, the items it contains are issued from stock.
The sets and bundles functionality is available from the Business license tier.
Sets and bundles can also be configured in the desktop application. We also have a guide for the desktop application.
Example
Our company sells electronics. We want to sell a Laptop set that contains a laptop, a laptop bag, and a wireless mouse.
Step 1
In the Price list module, we use the New button to create a price list item for the set, in our case SET-NTB: Laptop set. We fill in the name, code, sales price, and set the stock type to Goods.
Note 1: By its very nature, a set does not have a purchase (or cost) price. If a purchase price is entered for a set, it is only an "indicative" price. The actual cost of selling it is calculated from the items it contains, that is, from the issue slip of the respective items.
Note 2: The sales price of a set is not calculated from the sales prices of the items it contains, so you need to enter it directly in the set itself.
Note 3: Although a set does not have its own stock (individual components are received into stock, not the set), it must be recorded as stock goods.
Step 2
As with any other items in the price list, we create the individual items that will be part of the set (if they don't already exist). In the example, these are NTB-14, BRASNA-NTB, and MYS-BEZDRAT.
Components are added on the Sets tab in the detail of the set's price list item. In the default form layout, this tab is hidden. To display it, click the + icon at the end of the row of tabs: in the Form settings panel, switch to Hidden, click the eye icon next to Sets, and confirm with the Apply button.
ℹ️ You can save the form layout as the default for yourself or for all users. For details, see the article on form settings.
On the Sets tab, we add the individual components using the New button.
For each component, we select the Price list item and enter the Quantity. Each item can be included in a set in multiple units. We confirm the component with the Save and close button.
Once we have added all the necessary items to the set, we save the set's price list item using the Save and close button.
⚠️ Note 4: For sets and bundles, you must always configure warehouse mapping, even if you have only one warehouse. Without it, ABRA Flexi does not know which warehouse to issue the set's components from, and the sale of the set will fail.
The video covers setting up sets and bundles starting at 3:05. The video shows the original look of the web interface; the setup principle is the same.
Selling a set
Now that the set is set up correctly, we can try selling it. We go to the Issued invoices module, create a new invoice, and add the set to the items.
When the invoice is saved (provided its invoice type is set to generate a stock document automatically), an issue slip for the set's components is created.
You can find the linked issue slip in the invoice's links (or those of a retail sale receipt): in the invoice detail, click … (More functions) in the footer and select Show links. A quicker way is the Receipts/issue slips label in the invoice header next to its number, which opens the issue slip directly.
In the links window, the issue slip is visible on the Linked documents tab.
After opening the issue slip, we can see the set components that were just issued.
Both receiving into stock and issuing from stock take place only at the level of the set's components; the set itself has no stock of its own.
Frequently asked questions
Can a set's configuration be copied to another item?
A set can be copied, but currently only in the desktop application (the procedure is described in the guide for the desktop application). For set items, there is a Copy set button, which lets you copy the configuration of another set and paste it into the one you're creating.
Can I create a purchase order to a supplier for the components directly from an ordered set?
If a customer orders a set (that is, you create a received order for it), you can create an issued order directly from it. Only the set's components will be ordered.
Do I always need to configure warehouse mapping?
Yes. Warehouse mapping must always be configured, even if you have only one warehouse. ABRA Flexi uses it to determine which warehouse the set's components should be issued from. Without this setting, the sale of the set will fail.
The set used to be a standard item and I have stock of it. How can I get rid of it?
If the current set used to be a standard item with stock movements, and there is some stock balance left after the set was created, the only option is to remove the set configuration in the price list and only then issue the stock.
Can a set be used in a module other than Sales?
An item that is a set cannot be used in the Purchasing module or in the Goods module. In these modules, only the set's component items can be used.
Can I find out the available quantity of an entire set?
Yes, using our add-on. It can be easily downloaded (from the Premium tier) and used.
💡 Need help? Write to us at podporaflexi@abra.eu or use the chat in the bottom-right corner.