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Composite Items

A Composite item in Zoho ERP is a single commodity that is made up of two or more items and/or services. Whether you’re physically assembling an item or selling curated item sets.

Composite Item Types

Zoho ERP has you covered with two distinct types,

  • Assemblies
  • Kits

Assemblies

Assemblies (formerly known as Bundles) is used when you physically assemble a single item from individual components. This is ideal for manufacturers and businesses that produce finished goods.

Scenario: Brandon runs a furniture business that manufactures tables. He purchases the components (items) such as legs, screws, and a tabletop, and assembles them to make the final product. To track this process, he uses the assemblies feature in Zoho ERP where he assembles the components together, resulting in the reduction of the component’s stock level, and a new finished good (assembly) is created with its own stock. He then uses the Assemblies module to keep track of the assemblies created and manages them all in one place.

Kit Items

Kit Items are for grouping existing items for sale without any physical assembly. Great for promotional bundles, gift sets, or product combos where each component remains independent but is sold as a single unit. You can also set custom pricing for kits, making it easier to create compelling offers for your customers.

Scenario: Patricia has a cosmetic store where, during the holiday season, she offers a gift box at a discounted price that includes moisturiser, lipstick, and perfume. Hence, she uses Zoho ERP to create kits in composite items that save time. She does not have to worry about creating a new combo item in Zoho ERP with its own dedicated stock. Instead, the stock of the associated components will be tracked individually and not as a new item.

Enable Composite Items

To enable the Composite Items module in Zoho ERP,

  • Go to Settings in the top-right corner of the home page.
  • Navigate to Module Settings.
  • Click Items under General.
  • Scroll down and check the Enable Composite Items option.
  • Click the Save button at the bottom to apply the configured settings.

Create Composite Item

To create a composite item:

  • Navigate to Items on the left sidebar.

  • Click Composite Items in the top Module bar.

  • Click +New in the top right corner.

  • Enter the Name of the composite item.

  • Select the Item Type,

    • Assembly Item: A group of items that are physically assembled and managed as a single finished product with inventory tracking.
    • Kit Item: A group of separate items packed and sold together as one unit, without requiring physical assembly.

  • Record the SKU (Stock Keeping Unit) for the composite item.

    Insight: The SKU field will serve as one of the unique identifiers for an item. Here, you can store your item’s barcode information so that you can scan and retrieve the item while creating transactions.

  • Choose or enter a unit of measurement (E.g., Kgs, Pieces, Liters, etc.) for the item in the Unit field.

  • Choose the existing item category or create a item category for your composite item.

  • Click the Returnable Item checkbox if you accept sales returns for this composite item. Sales returns can be created only for those items you set as returnable.

  • Enter the HSN code for the item.

  • Choose the Tax Preference for the item,

    • Taxable – Select this if GST is applicable to the item.
    • Non-Taxable – Select this if the item is exempt from GST.
    • Out of Scope – Select this if the item does not fall under GST regulations.
    • Non-GST Supply – Select this if the item is not covered under GST and is taxed under other laws.

  • Upload different images of the item. You can upload up to 15 images per item (5 MB each)and set one image as the primary image.

  • Associate the items and services that you want to configure as a composite item and enter its quantity. You can also add an existing composite item as part of this composite item.

  • If the item is available for sale, enable the Sales Information section and enter the details below,

    • Enter the Selling Price of the item.
    • Select the Account to track the sales performance if the item.
    • Enter the Default Unit. This should be applied for the item in the future sales transactions.
    • Add Description, if required.

  • If the item can be purchased, enable the Purchase Information section and enter the details below,

    • Enter the Purchase Price of the item.
    • Select the Account to track the purchase expenses for the item.
    • Enter the Default Unit. This will be applied for the item in all your future purchase transactions.
    • Add Description, if required.
    • Choose the Preferred Vendor for the item. This vendor will be suggested by default when you create a purchase order.

  • To add the default tax rates click the Pencil icon near Default Tax Rates and select the Intra-State and Inter-State transactions by selecting the dropdown.

  • Enter the Dimensions, Weight, Manufacturer, Brand, UPC, MPN, EAN, and ISBN for the item, if required.

  • If you wish to track bin details for the item, check Track Bin location for this item.

  • If you have enabled Advance Inventory Tracking option in your organization, choose whether you want to track your composite item by Serial Number or by Batches If you don’t want to track either, choose None and proceed.

  • Select the Inventory Account to record the inventory details for the item.

  • Select the Inventory Valuation Method for the item.

  • Enter the Reorder Point. You will receive an in-app notification to help you monitor stock levels and ensure your items never run out.

  • Click Save.

Other Actions

Edit

You can modify the composite item details in Zoho ERP.

To edit a composite item,

  • Go to Items on the left sidebar
  • Navigate to Composite Items in the top Module bar.
  • Open the composite item you wish to edit.
  • Click the Pencil icon on the top right side of the page to edit it.
  • Make the required changes. Click Save at the bottom of the page.

Delete

You can delete any composite items which is not required in your organization.

To delete a composite items:

  • Go to Items on the left sidebar
  • Navigate to Composite Items in the top Module bar.
  • Open the composite item you wish to delete.
  • Click the More dropdown on the top right side of the page.
  • Select Delete
  • Confirm your action by clicking Delete in the pop-up.
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