Composite Items

A Composite item in Zoho Inventory is an item or a kit created by associating(boxing) two or more inventory items and putting them together as a single commodity.

Guide Layout:


Prerequisites for Composite Items

To start using this feature, you are required to enable composite items in item preferences under settings.

The subscription plan chosen by you must allow you to use this feature. To know about the subscription plans for Zoho Inventory, click Here.


Unlocking composite items

To unlock the composite items module, all you have to do is:

Unlock step 1

Unlock step 2

Unlock result


The need for composite items

Like every feature that we build for you, the composite items feature can be used for many different scenarios. Let’s take a look at a few common scenarios of use.

Build kits & sell items as a bundle

Treeka runs a huge confectionery. During festive seasons, she often puts together select items like assorted chocolates, aroma candles and cakes as a package and sells them as a bundle of joy at attractive prices.

Her bundles of joy became the talk of the town and soon there was a lot of demand for them.

She and her team got busy, crafting the items and bundling them together. While selling them together, she also wanted to find out the stock flow of the individual items so that she can monitor and plan for restocking her inventory by baking or placing orders from her fellow bakers.

Using the Composite Items feature in Zoho Inventory, she was able to create kits/bundles, box them together due to which the stock of the joy bundle increases while the stock of the associated items decrease and if required unbox them to get back the items.

Buy kits and sell the items individually

Edward runs a stationary store. To get a better bargain out of his purchases, he always buys them as kits, then unboxes these kits and sells them individually at a higher price. Doing this, he makes more money from all these items by selling them individually compared to what he will make by reselling them as a kit or a bundle.

To manage his workflow, he creates a Composite Item in Zoho Inventory by associating all the items that will be inside that kit(composite item). Instead of boxing the associated items, he creates a purchase order for the required quantity of this kit(composite item) and places the order to his preferred vendor(by emailing it). As soon as his vendor supplies the kits(composite items) to his store, he records a purchase receive and a bill for the purchase order due to which, the stock level of the kit/composite item goes up.

After physically opening up the kits and storing all the items on their respective shelves, he opens his Zoho Inventory account, then navigates to the Composite Items module, selects the preferred composite item, clicks on the Box/Unbox button and opts to Unbox the composite item. He enters the quantity to be unboxed and then saves his choice. Now the stock level of the composite item drops by the unbox quantity specified by him while the stock of all its associated items increase accordingly.

He can now sell all his items individually and make a higher margin.

Represent simple assemblies

Ethan is a hobbyist, he builds toys from parts and sells them as a whole. As they are mostly composed of the little parts and are simple to build, he defines a composite item and boxes them together. He also does them same when he stitches the eyes and details onto the furry dolls sells them to his customers as there is no BOM involved.

This way he knows how much associated items need to be ordered and how to control the stock flow of the complete item.


Management of Composite Items

Creating composite items

Important note to dummies: 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 - boxing 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

New composite item page bottom

NOTE: You can also add one composite item inside another in Zoho Inventory. However, note that this encapsulation is possible until only one level. For example. you can add Composite Item A into Composite Item B, but you cannot add Composite Item B into another separate composite item.


Editing composite items

To edit composite items:

Edit button

Edit composite item page


Deleting composite items

To delete a composite item:

Composite items delete option


De-activation & Re-activation of a composite item

You can de-activate a composite variant if you no longer have use for it. To do so:

Image to activate or de-activate composite item


Importing Composite Items

To import composite items into your Zoho Inventory account:

Selecting the import option

Import phase 1: Uploading the file

Import Page

Import phase 2: Mapping import fields

Screenshot of the mapping page

Import phase 3: Preview and Import

Screenshot of import page

Please Note: You can download the sample file in the import page, to get an idea on how to create the files you need 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 of this guide 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, Purchases, Adjustments, Boxing/Unboxing details and History.

Overview

The Overview section will house all the primary, stock, sales and purchase 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

Transactions

The Transactions section will record and display each and every transaction associated with the composite item. They are also hot-wired to the original document so that you can have a quick look at the details at any point of time.

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

Boxing/Unboxing Details

The Boxing/Unboxing details section is one of the core sections of this module. Here you will be able to see the log of all the instances you box together a composite item or unbox apart to get back the base items along with the value of cost incured.

composite item boxing/unboxing 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

Inorder to help you select the preferred composite item easily, we have created some filters to help you narrow down your search. To apply a filter,

Composite Item filter tab


Operation of Composite Items

Boxing & unboxing

Boxing is the process of putting together different inventory items in desired quantities and thus producing a composite item while Unboxing is the act of taking it apart to get back the constituents.

Only through boxing/unboxing of individual items, we control the stock of composite items.

To Box or Unbox items:

Composite item

Box option

Boxing option

Unbox option

Unboxing option


Quick Boxing from sales transactions

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

To do so:

Quick boxing option

Quick Boxing pop-up

Post quick boxing


Reselling Composite Items

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


Making stock adjustments for composite items

To adjust stock:

composite item adjustment option

Adjustment


Managing low stock alerts and reorders

Setting low stock alerts

reorder setting

Performing a reorder


Multiwarehouse operations for composite items

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