Product assembly and disassembly: sale of sets

In the Torgsoft software, the assembly and disassembly functionality lets you keep records of complex products that consist of several parts (for example, a computer or a gift set), as well as products that have different units of measure at the time of sale (for example, a pack of diapers that can be sold by the piece).

Below is a detailed explanation of the principles of working with sets based on your requests.

1. Principles of creating product sets

In Torgsoft, there are several approaches to creating sets, depending on the purpose:

1. Creating a set from an existing product (packing/splitting)

Packing allows you to keep a single record for both the package and piece-by-piece sales without manual recalculations. The system knows how many units are in each package and automatically adjusts stock balances after any sale. This eliminates mis-sorts, seller errors, and discrepancies between the warehouse and the cash desk. The owner sees real stock balances and understands how much product is actually available for sale.

2. Creating a new set from different products

Creating a set from different products lets you sell them as one item while keeping correct inventory records. When you sell the set, the system automatically writes off all components from the warehouse in the required quantities. The owner sees the real decrease in stock for each product, rather than a «virtual» set sale without inventory control.

This is convenient for promotions, ready-made solutions, and standard bundles. There is no need to add several items to the receipt manually every time and make sure nothing is missed. Fewer checkout errors, faster cashier work, and clear records for the accountant and the owner.

3. Sets with serial numbers 

Sets with serial numbers are needed when it is important to keep warranty tracking for each component, while it is convenient to sell as a single product. The program lets you sell the set as one solution while recording the specific serial numbers of each component. This provides control over warranties, returns, and service without separate lists or manual notes.

For the owner, this means a clear understanding of which exact component with which serial number was sold to a specific customer. In the event of a breakdown, return, or warranty claim, there are no disputes or searches «from memory» — all information is already recorded in the system.

2. Pricing a set

Set pricing can be formed in several ways:

• Manual setting. When creating a set (at the moment of the assembly operation), you can manually specify the retail price for the entire bundle. You can also set a discount for the set.

• Automatic calculation:

• When creating via the product card (option 1), you set the price per unit of the component, while the set price remains the same as it was at the time of receiving.

• For sets with serial numbers, there is a «Recalculate set price» function that sums up the retail prices of the components.

• Cost price. During assembly, a goods receipt is created. The cost price of the set is formed during cost recalculation. The recommended cost calculation method for correct work with sets is «By supply batches taking internal transfers into account».

3. Benefits of product assembly

• Sales flexibility. The ability to sell products both in packs and by the piece without mis-sorts (the system automatically understands the relationship between a pack and a piece).

• Marketing and increasing the average check. Creating gift sets or promotional bundles (for example, «1+1=3» or bundles of related products) стимулиates sales of slow-moving stock or increases the purchase volume.

• Production/assembly accounting. Allows you to write off components (materials) from stock and receive a finished product into inventory (for example, assembling computers or manufacturing furniture).

• Convenience for the customer. The customer can buy a ready-made solution (for example, a «First grader set») without spending time selecting items separately.

4. Product assembly and disassembly in a store

These processes are managed via the Document – Assembly menu.

4.1. Disassembling a product

This is the process of breaking down an assembled set back into its components.

• Manual disassembly. Performed via Document – Assembly – List of assemblies (or Set description). You can select a set and click «Disassemble». The set product is written off, and its components are returned to stock.

• Automatic (dynamic) disassembly at sale. If the set settings have the toggle «Disassembly allowed» and «Show disassembly form during sale» enabled, then when adding the set to a receipt the seller will see the «Sale of an assembled product» window. There you can choose: sell the whole set or open it and sell part of it (for example, one ampoule from a pack).

Disassembly is needed when a set has already been created, but it is more profitable for the business to sell or use it in parts. The system lets you correctly return components to stock and keep accurate balances without manual write-offs. This is important for inventory control, especially when sets are disassembled due to changes in demand, returns, or planning errors.

Automatic disassembly at sale reduces the seller’s workload. They do not decide «how to write it off correctly»; they just choose an option on the receipt: sell the full set or part of it. Accounting remains correct, without selling «into negative stock» and without warehouse confusion.

4.2. Assembling sets

This is the process of converting components into a finished product.

• Done via Document – Assembly.

• On the Set description tab, a card for a new product is created (for example, «Spring Set»).

• Components from stock are specified.

• Click «Assemble», specify the number of sets to build. The system writes off the components and receives the finished sets into stock.

4.3.1. Set templates

Set templates are needed for fast and consistent sales of standard bundles without manual entry of items. The seller does not think about what is included in the bundle and does not miss separate items. Each sale follows the same logic, and inventory records remain accurate for each item.

• Configured in Document – Assembly – Set template.

• In Sales, you can click «Select template», and all items included in the template will be automatically added to the receipt as separate lines. This is convenient for quick bundle sales without prior physical assembly.

For the owner, this means control and time savings. Fewer checkout errors, faster customer service, and clear records even when the bundle is not physically assembled in advance.

4.3.2. Creating sets for promotions and clearance sales

Sets for promotions and clearance sales let you sell related products together while keeping accurate inventory records for each item. The program automatically writes off all components of the set, so after the promotion there are no discrepancies in balances and no need for manual adjustments. This is especially important when promotions are launched quickly and sold in high volumes.

1. Create a new product «Laptop work set».

2. Add the relevant products to its composition.

3. Click «Assemble».

4. Set a special attractive price for this set (lower than the sum of the components individually). This encourages the customer to buy the entire set.

For the owner, this is a way to manage stock and turnover without chaos. You clearly see which products were sold together, how warehouse balances changed, and what result the promotion delivered — without extra spreadsheets and post-sale checks.

4.3.3. Stages of creating sets

A clear set creation process lets you control inventory even before the sale. You can see in advance whether there are enough components and avoid creating a set «on paper» when the products are not actually in stock. After assembly, the system writes off components and receives the finished set into stock, so balances always match reality without manual edits.

The process looks like this:

1. Creating the card. In Document – Assembly, create a new product card for the future set (specify name, SKU, price).

2. Filling. Add products that are already in stock to the composition of this set, specifying their quantity per one set.

3. Building (Assembly). Click the «Assemble» button and specify how many sets you want to create. The program will check component availability in stock.

4. Result. Components will be written off, and the finished set will appear in stock.

For the owner, this means predictability and order. You understand how many sets can actually be assembled, how much product remains in components, and you avoid situations where something is sold that is no longer physically available in stock.

4.3.4. Sets with automatic assembly

Automatic set assembly allows you not to keep finished bundles in stock and not to «freeze» products inside them. The set is assembled only at the moment of sale if all components are available. Accounting remains correct: the system automatically writes off components and creates the set without the seller’s involvement.

• In the product card (tab Assembly), enable the setting «Assemble the set before sale if there is not enough in stock».

• How it works. If a customer wants to buy a set but it is not physically available (quantity 0), while all components are available, the program will automatically perform an on-the-fly assembly operation when adding it to the sale (auto-assembly works only for products marked in the system as «Components»).

• Important This works correctly if the «Prevent selling into negative stock» setting does not block the operation due to missing components.

For the owner, this means less storage, less risk of slow-moving bundles, and clear stock control. You sell a ready solution to the customer, while keeping products as components until there is real demand.

4.3.5. Sets with serial numbers

This type of set is needed for correct warranty tracking of equipment. You sell the set as one solution but record the specific serial numbers of each component. This ensures accurate write-off from stock, correct warranty documentation, and the ability to quickly find the required part if the customer contacts you.

• Creation. Create a product card where strict warranty tracking is NOT used. This product is filled with serial-numbered components via the «Set with serial numbers» tab.

• At sale. In Sales, such a set is displayed in a specific way. A "virtual" disassembly occurs: the components appear on the receipt, and the seller must select the specific serial numbers for each component being sold. The line with the set name remains on the receipt with a zero price or as a grouping element.

• This makes it possible to correctly write off specific serial numbers and print a warranty card for the components.

For the owner, this is control and protection from errors. There are no situations where the warranty has «the wrong serial number» or it is impossible to prove which exact part was sold. All information is stored in the system, without separate logs and manual notes.

The set functionality in Torgsoft is needed for correct accounting of products that are sold not in the form in which they arrive in the warehouse. It covers packing, bundle sales, promotional sets, automatic assembly at sale, and work with serial numbers. In all these scenarios, the system accurately writes off components, controls stock balances, and records the sale without manual operations.

For a business owner, this means one simple thing: the records match reality. You see what each sale consists of, which products are actually in stock, and which components have already been used. This reduces staff errors, simplifies stocktaking, provides correct data for decisions, and allows working with bundled products without separate schemes and additional control.