Some businesses sell what they make from what they buy. A poultry shop buys chicken thighs and sells minced meat and fillets cut from them; a florist buys stems and sells bouquets. The product on the sale is not the one on the shelf, so counting the stock by hand after every sale is how it stops matching.
A sale kit is a product with a formula: the components one unit of it takes, and how much of each. You sell the kit at the price you give it, and the components leave the stock. Selling 1 kg of minced meat whose formula takes 1.2 kg of thigh takes 1.2 kg of thigh out; selling 0.5 kg takes 0.6 kg.
Before you start
Sale kits are a module. Open Add-ons, under Settings in the team menu, find the Kits de venta card and buy it: it is a paid module, sold once for life or added to your subscription (see Your plan and support).
It works only with the inventory module, Inventario, because a kit takes its components out of the stock. Activate Inventario first. The catalogue asks that the team has Inventario before it activates the module, but not that it is switched on: with Inventario switched off the module activates all the same, and the formula does not appear in the product form until you switch Inventario on.
Give a product its formula
Open the product you sell, or create it, and save it once. In the Kit formula block:
- Press Add component.
- In Component, choose the product the kit takes.
- In Quantity per unit, type how much of it one unit of the kit takes. It takes up to three decimals: 1.2 kilos, 0.25 litres.
- Add the other components the same way, and save.
A component has to be a physical product without variants, because it is its stock the kit takes. A kit cannot be a component of another kit, nor of itself, and a component appears once in the same formula. The same component can go in as many kits as you want, and you keep selling it on its own too.
To make a kit an ordinary product again, remove every line of its formula and save.
What a kit is, and what it is not
- It keeps no stock of its own. The form does not ask for its quantity, and the product list shows how much its components can make right now: whole units when the kit is not sold in fractions, or up to three decimals when it is. It is not bought either: purchase orders do not offer it, so you buy its components instead.
- Its price is the one you give it. It is not added up from its components, and nothing is added on top of it.
- Its cost comes from its components. The cost and profit of the line are what the components it took cost, oldest purchase first, as with any product.
If the kit is sold in fractions, turn on Sold in Fractions on it, so a line can take 0.5. Its components' own setting does not change that.
Sell a kit
Add the kit to a quotation, a sell order or a fast order as any other product, with its price and its quantity. Nothing leaves the stock while the order is a draft. When the order is finished, each component loses what the formula takes for that quantity, in the order's branch, and its movements name the order.
Before finishing, the order checks that every component is there. The check adds up the whole order: a kit and the same component sold on its own, or two kits that share a component, are counted together. When something is missing, the order is not finished and a message names the component, how much is missing, how much there is and how much the order needs. While you write the order, a kit line that does not fit shows the stock warning, with what can be made from what the other lines leave.
Adding a kit is refused with Product out of stock only when its components cannot make any of it: not one whole unit when the kit is not sold in fractions, not the smallest fraction when it is. When they make part of it, such as half a kilo of a kit sold in fractions, the kit is added and its line shows the stock warning until you leave a quantity that fits.
Turning a quotation into an order checks the same thing, and names the components that are short.
Cancel, return or recycle a sale with kits
- Cancel. The components come back by exactly what the order took, or are written off as a loss with its reason, as you choose — the same choice as for any product. An order whose only lines are kits offers it too.
- Return part of a kit. Each component gets back its share of what it gave: returning half the quantity of a kit line, such as 1 of 2 kits, gives back half of what it took from each component, with the disposition you choose and, for a loss, its reason.
- Recycle. The new version takes its components when it is finished, after the original gives its own back, and the stock you see while you edit it counts what the original gives back.
What comes back is always what the order took, even if you changed the formula since.
When the module is off
Turning Kits de venta off hides the formula block, and a product that had a formula sells as an ordinary product again: it takes its own stock and is checked against it. Its formula stays saved, so switching the module back on makes it a kit again, as it was. An order that already took components gives them back when you cancel or return it, with the module on or off.
While the module is on, a product used as a component cannot be deleted or turned into a service: the message names the kits that use it, so you can remove it from their formulas first.