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    How do I create an Assembly Item?

    A guide on setting up Assembly Items / Selling bundled products

    Assembly items allow you to group a number of products together under one code, making it easier to add a number of items to the transaction screen in one go.

    Stock is not associated with the Assembly code. Stock is dealt with as if you were adding each of the items within the Assembly to the transaction separately, so you could add an Assembly to a transaction even though some of the items do not have stock available. In this situation, the system will warn you that the individual item is not in stock.

     


    Creating an Assembly

    1) In the main menu in Back Office, expand the Items heading, then click on Items

    2) Click on New and select Assembly from the options:

     

    3) Create a code and a description for your Assembly, and assign a Department and Category. Click Create.

     

    4) To add items to the assembly, click Add Items to Assembly, then use the filters to find the required items and tick to select.  Click Add Item(s) to confirm.

     

    5) You can change the quantity of items in the Assembly by clicking on the blue Edit pencil icon. From here, you can also choose to change the price of the items when they are sold as part of the Assembly. Click Save to save any changes.

     

    6) You also have the option to set a customised total price for the Assembly in the top right of the page. In the example below, the total price of the items would be 90, but we are setting this to be 75 instead. Cloud POS will split out the discount across each of the items within the Assembly:

     

    7) Your changes will autosave, so your Assembly item will now be ready to add to transactions in the Point of Sale. You can also print a label for your Assembly, if you would like to be able to scan to add it to transactions. You will find this option at the bottom of the page:


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