How do I create an Assembled SKU?

Here's a guide on creating Assembled SKUs (i.e., bundles that require assembling before shipping).

First, you want to make sure that you're designating the SKU correctly as Assembled (versus Bundle). 

Creating the Assembled SKU

There are several scenarios in which a user might want to bundle items with the intention of assembling them prior to shipment. Luckily, it is a very easy process. Start by going to Inventory > Product Management. Click Add.

Under SKU, enter in the name you would like to use for your assembled bundle. Make sure it is set as a Assembled SKU type. Add pricing and any other details you need.

Click Save.

Click Yes.

Putting Items in the Assembled Bundle

You will now be in Edit mode, and a new tab will become available: Parts List.

Add a line for each item you want to include in your assembled bundle, as well as setting the quantity for how many of those items are in each bundle.

Note: There will always be an empty line at the bottom of the list with a QTY of 1. Disregard this - it will not impact the number of items in your bundle (unless there is a value in the Child SKU column).

Click Save.

Click Yes.

Tip: To do this in bulk, check out this guide.

Bundles in S/Os

Now, you will see this available to add to Sales Orders. Go to Sales > S/O Management.

Click Add. (See: How to create a Sales Order)

Create your sales order as usual. Under Lines, enter the assembled bundle SKU. Set the Order (quantity of units ordered).

Now click the arrow next to the bundle to expand and see each item. You will notice in the Order column the amount of each item that is being ordered. It will be the quantity of that item in the bundle multiplied by how many bundles are being ordered.

Click Save.

Click Yes.