Kits and assemblies

Where

Stock → Catalog → Kit Definitions

Plan

Enterprise and above

Permission

Inventory → Kit

A kit is a product made of other products — a gift hamper, a starter pack, a meal deal.

A kit is an ordinary product with Combo Product switched on. Its recipe is a list of components, each with a quantity per kit, an optional variant, and an optional flag for parts that should not hold up the build when they run out.

How to build a kit

1. Open the product that will be the kit → General tab.
2. Set Combo product to Yes.
3. Decide Track inventory — this is the decision that changes everything, see below.
4. Click Save changes.
5. Give the kit a price on its Pricing tab. A kit is priced like any other product; nothing adds up its components for you, and without a price row it sells at zero.
6. Go to Stock → Catalog → Kit Definitions.
7. Pick the Kit product at the top — or just scan its barcode.
8. Click Add component. Choose the Component product, the Variant, and the Quantity per kit. Tick Optional component if it can be left out.
9. Click Save, and repeat for each component.

You may be able to flag a kit but not give it a recipe

Combo product becomes available on the Growth plan, but Kit Definitions and Kit Assemblies are Enterprise only.

On Growth or Professional you can therefore create a kit with no recipe — and it will sell happily while deducting nothing from stock. If you cannot reach Kit Definitions, do not mark products as kits.

How to assemble kits ahead of time

Only needed for a stock-tracked kit.

1. Go to Stock → Operations → Kit Assemblies and click New assembly.
2. Pick the Location and the Kit product. The components load from the recipe.
3. Leave Direction as Assemble.
4. Enter the Quantity of kits you are building.
5. Check the read-only Components panel — it shows what will be consumed.
6. Click Save & post.

The components come out of stock and finished kits go in. Choose Disassemble to do the reverse.

You cannot substitute a component here

The components panel is read-only and comes straight from the recipe. To build with a different part, change the recipe first.

The one decision that matters

Whether a kit holds stock of its own depends on Track Inventory on the kit product — not on anything on the Kit Definitions screen.

Combo Product	Track Inventory	What happens when you sell one
Yes	Off	The kit holds no stock. Selling it deducts the components.
Yes	On	The kit holds its own stock, like any product. Components are untouched at the point of sale — you must build it first.

Made up as you sell is the first row. How many you can sell is worked out live from your scarcest component: if a hamper needs two of something you only have five of, you can sell two hampers.

Built ahead is the second row. You run an assembly to turn components into kit stock, and after that it sells like any other product.

Do not put a kit inside a kit

Nothing stops you picking one kit as a component of another, but it does not work. When a bundle is sold, only one level is unpacked — so the inner kit is treated as a product in its own right, and because it holds no stock, the real ingredients are never deducted.

Building ahead — kit assemblies

An assembly document converts components into kit stock, or back again.

You choose the kit, the branch, the quantity and the direction:

• Assemble — components leave stock, finished kits enter stock.
• Disassemble — the reverse.

Each component line carries its own quantity and unit cost on the document. These are entered on the document itself rather than pulled from the recipe automatically, so editing the recipe later does not change assemblies already raised.

Cost: leave the kit’s unit cost blank and it is worked out as the total of the component costs divided by the quantity. You can also type a figure over it, so a kit’s cost is not necessarily the sum of its parts.

Only a draft assembly can be edited or deleted. Once posted, the way to undo it is a disassembly in the opposite direction. A large assembly may need approval before it posts, and while it waits, no stock has moved.

Price

A kit’s selling price is its own, set on the kit product like any other price. It is not calculated from its components — changing what a component costs or sells for does nothing to the kit’s price. Only the assembly cost defaults to the sum of the parts.

Things worth knowing

• Removing a component from a recipe takes effect immediately for future sales and assemblies. Assemblies already raised keep their own record.
• Kits need the Enterprise plan to appear in the menu.

Related

• The product record — where Combo Product and Track Inventory live
• Prices