Creating a group product and its components

What This Does

Creating a group product (kit or bundle) lets you build multi-component products once and reuse them across all your sales and purchase documents. The system will automatically handle component quantities and inventory tracking.

Before You Start

• Permissions: You need permission to create and edit products. Check Users & Roles → Groups Open in Usystems to confirm your access.
• Component products: All components must already exist as individual products in your system. Create them first if needed.
• Inventory location: Only products marked as Inventory can be used as components. Service products cannot be part of a kit or bundle.
• Data needed: Have the component product codes and the quantities of each component in your group.

Steps

1. Go to Products & Services Open in Usystems.

2. Click New Product (or the "+" icon).

3. Fill in the product details:

   • Name: The name customers and staff will see (e.g., "Starter Pharmacy Kit").
   • Code: A unique identifier (e.g., KIT-STARTER).
   • Type: Choose Product Group.
   • Product Category: Select the category that best fits (e.g., Pharmacy, Equipment).

4. Under Group Type, choose:

   • Kit — if components should expand into separate lines on documents
   • Bundle — if components should remain hidden as one line

5. In the Components section, add each part:

   • Click Add Component (or "+").
   • Search and select the component product.
   • Enter the Quantity needed (e.g., 3 bottles, 2 boxes).
   • Repeat for each component.

6. Set the Selling Price (the final price customers pay). The system calculates cost from component costs automatically.

7. Save the product.

Accounting Impact

• On kit documents: Each component posts to its own account based on its inventory category (e.g., Pharmacy Supplies, Equipment).
• On bundle documents: The same component accounting applies, but the customer document shows only the bundle line.
• Inventory: Both kits and bundles reduce component stock when sold; group-product inventory itself does not exist.

Tips & Common Mistakes

• Don't forget components: An empty kit or bundle will cause errors when added to documents. Always define at least one component.
• Update quantities carefully: If you change a component quantity after using the group in documents, only new documents reflect the change. Existing documents keep their original composition.
• Mix inventories strategically: You can combine products from different categories (e.g., a pharmaceutical kit might include a syringe, a vial, and a bandage). Plan your accounts accordingly.
• Kits for internal tracking, bundles for simple sales: Use kits when you need customers to see component details; use bundles for cleaner, simpler invoices.