How to sell sets and kits so that components are written off from the warehouse

To ensure that the sale of sets (bundles) is processed correctly and does not "break" stock balances (that is, so that the components are deducted from stock instead of a negative balance appearing for the set when the components are available), in Torgsoft it is best to use the Assembly with automatic build function or the Bundle template.

Option 1. Bundle with automatic build (Recommended)

This method is suitable if you want to sell a set as a single item on the receipt (for example, "Gift Set No. 1"), but want the program to automatically deduct its components (shampoo, soap, towel) from stock at the moment of sale.

Step 1. Creating the set item card

1. Go to the Product Management — Full list of products and services menu (or via Product type).

2. Create a new product card for the set (click “Add”).

3. Fill in the name (for example, "Gift Set"), the retail price for the entire set, and other parameters.

4. Barcoding. In the same card, generate your own barcode (click the barcode generation button) or scan the barcode from the packaging, if there is one. This barcode will be shared for the entire set.

Step 2. Configuring the bundle composition

1. In the card of this product ("Set"), go to the Composition tab (at the bottom of the window).

2. Click Add to composition. A list of your products will open.

3. Select the products included in this set (components) and specify their quantities. For example: Shampoo - 1 pc, Soap - 2 pcs...

Step 3. Configuring automatic build (Key point)

To keep stock balances from "breaking" (so that a negative balance for the set does not appear when the components are in stock), you need to enable automatic build:

1. In the product card ("Set"), go to the Assembly tab.

2. Enable the setting “Assemble the bundle before sale if there is not enough of it in stock”.

•    How it works. When you scan the set barcode in the sales window, the program checks whether the assembled set is in stock. If not, it instantly "assembles" it from the available components, deducts them, and adds the set to the receipt.

Step 4. Labeling and sale

1. Print a label with a barcode for the created "Set" product through the Print labels menu. Stick it onto the packaged bundle.

2. At the time of sale, simply scan this barcode. The program will automatically deduct the components from stock.

Option 2. Bundle template (Virtual set)

This method is suitable if you want a list of products to be added to the receipt when scanning a single barcode. For example, you sell an "Assembled Computer", but the receipt must list: "Monitor", "System Unit", "Mouse".

Step 1. Creating a template

1. Go to the Document — Assembly — Bundle template menu.

2. Click Add and create the template "header" (the name, for example "School Bundle").

3. In the lower section, add the products included in this template.

Step 2. Barcoding

1. The bundle template receives its own barcode (or article number). You can view it in the list of templates.

2. Print a label for this template. This label can be attached to a display sample or kept near the cash register (for example, in the "Promotional offers" catalog).

Step 3. Sale

1. In the Sales window, scan the template barcode (or select it using the "Select template" button).

2. The entire list of products from the template will automatically be added to the receipt.

3. The specific products will be deducted from stock. Stock balances will remain correct because the sale is processed by components.

Which method should you choose?

Important to remember

• If you use Option 1 without checking "Automatic build", you will have to manually create assembly documents (Document - Assembly - Assemble) before the sale, otherwise the set will go into a negative balance, while the components will remain in stock.

• The automatic build function works only if there are enough components in stock. If there are not enough components and negative stock sales are prohibited, the program will warn you about a shortage of goods for assembly.