Should I use an Assembly or a Group Item?


Should I use an Assembly or a Group Item?

Item assemblies and groups both offer a way to sell a predefined set of items by listing a single item on a sales document. However, the two item types vary in several ways, as outlined below.

Key questions to ask when deciding between an assembly and a group?

Do you want to physically pre-build the set, thus removing the component item quantities from inventory?

Do you want the component item quantities in the set to remain available for individual sale?

Do you want the individual items printed on customer receipts or just the set as a single item?

Do you sell more of the items individually or as a set?

Will there be both taxable and non-taxable component items?

Key Differences Between Assembly and Group Items

Option

Assembly

Group

Pre-built?

Yes

No

Sell component items individually?

No*

Yes

Can include service and non-inventory items?

Yes

Yes

Can include assembly item as component?

Yes

Yes

Can include group item as component?

No

No

Assembly/group item printed on receipt?

Yes

Yes

Assembly/group item price printed on receipt?

Yes

Optional**

Component items printed on receipt?

No

Yes

Component item prices printed on receipt?

No

Optional**

Can contain both taxable and non-taxable items?

No***

Yes

Can assign discounted price?

Yes

Yes

Track costs and quantities?

Yes

No****

      * Quantities of component items not pre-built into assemblies can be sold individually and built assemblies can be
broken, freeing the component items for individual sale.

    ** Controlled with a preference setting.

  *** After assembly, the single tax code assigned to the assembly item determines if it is taxed or not. The entire assembly is subject to the same tax code, so taxable and non-taxable items should not be mixed.

**** Quantities and costs of group component items are tracked individually, not as a group.

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