Zoho Inventory

Help Docs

Composite Items

A Composite item in Zoho Inventory is a single commodity that is composed of two or more items and/or services. With composite items you can:

Scenario

Sam runs a home appliance showroom. During festive seasons, he provides discounts on appliances such as microwave and mixer when bought together. He also includes one free service as part of this offer.
The Composite Items feature in Zoho Inventory allows him to put together all the items and services to create a kit. He then sells this kit at a discounted rate.
He can also customize the kit according to his customers’ preferences by including some additional products or gift coupons in it, which he can achieve using the bundling function available within the composite items. Creating a bundle increases the stock of the kit while proportionately reducing the stock of the constituting items. This allows him to have complete control of his stock flow.

Likewise, you can also perform assemblies with composite items by bundling raw materials as well as the labor charges it takes to produce the finished goods.

Note: To find out more about the new bundling enhancement in composite items head over here.


Guide Layout:


Enabling Composite Items

Note: The subscription plan chosen by you must allow you to use this feature. To know about the subscription plans in Zoho Inventory, click here.

To enable the Composite Items feature in Zoho Inventory,

Unlock step 1

Unlock step 2

Now, under the Items module, you will be able to find the Composite Items feature, ready for action!

Unlock result


Management of Composite Items

Creating a composite item

Important note: By creating a composite item, you are only defining the composite item. If you have not added any opening stock, the creation process will not have any effect on the stock level of the composite item. To increase the stock level of a composite item, follow one of the 3 ways - bundling the associated items, adjusting the stock of the composite item or purchasing the composite item.

To create a composite item:

Create button

New composite item page top

Multiple image upload

New composite item page bottom

You can learn about navigating through the composite items page here.


Creating a composite item with serial numbers

If your composite items have designated serial numbers, you can record them in Zoho Inventory and later add them to your sales transaction.

Prerequisite: The subscription plan that you choose must allow you to use the this feature. To know about the subscription plans in Zoho Inventory, click here.

Advanced Inventory Tracking for composite item


Creating a composite item with batch numbers

If you purchase composite items in batches then you can record the batch numbers along with its expiration date in Zoho Inventory.

Prerequisite: The subscription plan that you choose must allow you to access this feature. To know about the subscription plans in Zoho Inventory, click here.

Batch tracked item creation

Field description:
Field Name Description
Batch Reference# A reference number with which the new batches will be saved and tracked.
Manufacturer Batch# Batch number provided by the manufacturer.
Manufactured Date The date on which the item was manufactured.
Expiry Date The date until which the item is consumable.
Quantity in Quantity that has been added to each batch.

Editing a composite item

If at any point, you wish to alter the items and services that comprises the composite item, you can do so by editing it.
To do so,

Edit button


Deleting a composite item

To delete a composite item:

Composite items delete option

Note: You cannot delete a composite item that has transactions associated to it. Instead, you can mark it as Inactive.


De-activation & Re-activation of a composite item

If you are skeptical about deleting a composite item but at the same time, you no longer have any use for it, then you can have it de-activated in Zoho Inventory.

To do so:

Image to activate or de-activate composite item

On confirming, the composite item becomes inactive and will not be available while adding items to transactions.

Note: You can reverse this action at any point of time.


Importing Composite Items

Instead of adding the items one by one to your inventory, you can use this short-cut to bulk load the items in one sweep and save a lot of time.

To import composite items into your Zoho Inventory account:

Selecting the import option

Import phase 1: Uploading the file

Note: You can download the sample file from this page to get an idea on how to create the files you need to import.

Import Page

Import phase 2: Mapping import fields

Screenshot of the mapping page

Zoho Inventory will automatically map similar fields and match them together. You can manually match the unmapped ones or alter the mapped ones.

Import phase 3: Preview and Import

Screenshot of import page

Here an overview of the number of variants ready for import, number of skipped records and unmapped fields will be shown. * Click the Previous button if you need to make any changes to the operation. * If everything is ready, click the Next button to import.


Exporting Composite Items

To export composite items from your Zoho Inventory account:

Selecting the export option

Selecting the export format


Composite Item summary

This section will help you find your way around composite items. Let us begin by navigating to the Composite Items module and opening up a composite item.

On opening a composite item, you will find 5 sections - Overview, Serial Numbers, Transactions, Adjustments, Bundling History and History.

Overview

This section will house all the primary, sales and purchase, associated items and stock location information of that composite item. You also have a dedicated sales summary graph and the option to update reorder levels right here.

composite item overview

Serial Numbers

If you have enabled serial number tracking for the composite item, you can view the whereabouts of the serial numbers by simply looking it up.

composite item overview

The movement of the stock from the moment it entered your inventory till its current position is displayed in a timeline fashion. The IN and OUT statuses indicate the inflow and outflow of stock respectively along with the associated transaction ID.

Transactions

composite item transactions

Adjustments

The Adjustments sections works just like the one you have for items. This section will list out all the stock adjustments made to the composite items for various reasons.

composite item adjustments

Bundling History

The Bundling History section is one of the core sections of this module. Here, you will be able to view the log of all the instances you bundled a composite item along with the value of cost incurred.

composite item bundling details

If the composite item has a boxing history, it can be viewed under the Boxes tab in this section. Here, the boxing process is represented with a positive value and unboxing with a negative value along with the cost incurred.

composite item boxing details

History

The History section will basically maintain a log of all the updates you make to the primary information of your composite item.

History of composite item


Filtering Composite Items

You can apply the filters to narrow down your search to the preferred composite items. To apply a filter,

Composite Item filter tab

On doing so, the records that fit your choice will be displayed.

Note: After applying a filter, you can sort the records displayed by clicking on the Menu button on the top-right corner.


Operation of Composite Items

Bundling

Bundling is the act of putting together different components in desired quantities to produce a single commodity. These components could be goods, services and other non-inventory items of your choice.

To bundle the items:

Composite item

Composite item

Composite item

Note:


Adding Serial Numbers or Batch Numbers to Bundles

If you have enabled serial number tracking or batch tracking for your composite item, then you will be able to add serial numbers or batch numbers to its bundles as well.

To add serial numbers to the bundles,

Composite item serial numbers

To add batch numbers to the bundles,

Composite item batch numbers

These serial numbers and batch numbers can later be included in your transactions.


Quick Bundling from sales transactions

Whenever the quantity in demand for a composite item is greater than the quantity available, you can use the Bundle option inside a sales order or an invoice to generate the required quantity on the fly.

To do so:

Quick bundling option

Quick Bundling pop-up


Deleting a Bundle

If at any point when you do not have any use for a bundle, you can always delete it to get back its constituents.

To do so,

Unbundling

This will automatically raise the stock level of the constituents of that bundle.


Reselling Composite Items

If you are a reseller of kits or composite items, let’s see how we can manage your workflow using Zoho Inventory.

Depending on your preferred Mode of Stock Tracking, the stock level of the composite item will increase. And whenever a customer places an order for the composite item, you will be able to generate a Sales Order, Invoice then, create Packages and Shipment Orders for them using Zoho Inventory.


Making stock adjustments for composite items

To adjust stock:

composite item adjustment option

Adjustment


Managing low stock alerts

It is crucial to be aware when your stock is going low. When a composite item goes to the low stock zone, you can find out using two ways: * You can list them using the Low Stock filter. * Or, you can find out through the re-order notification mail.

Setting low stock alerts

reorder setting

Henceforth, you will receive a re-order notification mail whenever this item goes below your set re-order point.

Note: Before you set reorder levels, you have to make sure that you have enabled re-order notification under item preferences in the Settings.

Performing a re-order

You can perform a re-order to stock up the supplies that you are low on.

To do so,


Multi-warehouse operations for composite items

You’ll have additional capabilities when using composite items if you’ve enabled multi-warehouse management for your organization. To know more, click here.


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