How group products behave on sales and purchase documents

What Happens When You Add a Group Product

When you add a kit or bundle to any sales or purchase document, the system instantly responds based on the group type:

Kit Behavior: Expansion

• The kit expands into separate lines, one per component
• Each component line shows the component product name, code, and quantity proportional to what you ordered
• The bundle header (the kit name) appears at the top of the line group so your customer or vendor understands the overall assembly
• Inventory is reduced by each component quantity, not a single "kit" stock item
• Pricing: You do not manually price each component; the system calculates the total from component costs and applies your kit-level margin

Bundle Behavior: Compact

• The bundle stays as a single line with the bundle name and price
• Component details remain hidden from the document
• Inventory is silently reduced by component quantities behind the scenes
• Pricing is straightforward: the bundle price you set is what appears on the document
• The customer or vendor sees exactly what they ordered—one item, one price—without component clutter

Why This Matters

For sales documents (invoices, sales orders, receipts):

• Use a kit if your customer needs to see component details (e.g., a healthcare provider verifying supplies).
• Use a bundle if you want a clean, simplified invoice (e.g., a pre-assembled kit sold as-is to an end user).

For purchase documents (bills, purchase orders):

• Use a kit if your vendor lists components separately or if you track component receipt.
• Use a bundle if your vendor sells the finished assembly and you want one-line procurement tracking.

Line Modifications After Expansion

Once a kit expands into lines, you can edit individual component quantities directly on the document. Bundle lines cannot be expanded or broken into components after addition.

Cost and Inventory Tracking

Both kits and bundles track cost and inventory at the component level:

• Cost of goods sold (COGS): Posts based on actual component costs, not a rolled-up kit price
• Stock reduction: Happens per component, ensuring your warehouse counts stay accurate
• Variance reports: Show component consumption, helping you spot shrinkage or waste

Pricing and Margins

• Kits: The kit's selling price is derived from component costs. You set a margin at the kit level; the system applies it proportionally across components.
• Bundles: You set a fixed bundle price. Component costs are internal; the bundle margin is the difference between bundle price and total component cost.

Examples

Pharmacy Starter Kit (Kit type): Ordered as 1 unit. Expands to:

• Gloves (box): 5 units
• Antiseptic (bottle): 2 units
• Bandages (pack): 10 units

Customer sees all three lines and understands the contents.

Gift Bundle (Bundle type): Ordered as 1 unit. Appears as:

• Premium Gift Box — $45.00

Customer sees one item. Behind the scenes, the system reduced gloves (2), perfume (1), candle (1), and ribbon (1) from inventory.