A way to create kits (groups of items) that do not require bundling and are added to an order as the individual items

A way to create kits (groups of items) that do not require bundling and are added to an order as the individual items

We are evaluating moving off of Sage BusinessWorks (which handles accounting, order entry, inventory control, accounts receivable, etc) to Zoho Books/Inventory.

One of the things we heavily use is a feature called Kits, which allows creating a group of parts. When the kit is added to an order, it just adds the individual parts themselves to the order. This is preferred over composite items for a handful of reasons:
  1. Items do not have to be bundled / allocated ahead of time. If not done ahead of time then the available quantity for the composite item shows 0 or negative.
  2. Since the items are not pre-boxed together (like buying a pre-boxed item off the shelf at a retail store) they need to be picked individually by the warehouse/shipping team. This makes it so all items are shown on the packing/pick list.
  3. I know there is a feature in the Composite Items to "add item details to description" but this is not sufficient as it is a manual task and I may want a different description for the kit itself (like what exactly it's used for).
  4. Ability to override price of specific items in a kit. When ordering a kit, I may want to set a specific part price differently than normal. And then it gets added to the order with that specific price. With composite items there is just a single price for the composite item. You can choose "copy from total" but again this is manual and will not automatically update if the item prices change.
  5. At the kit level, ability to specify if the kit uses the items actual price, or defined prices within the kit itself.
In Zoho, composite items is really better suited for assembled items. Sage BusinessWorks has a feature similar to composite items but they call it "Subassemblies". The use case is when you take parts from inventory to make a finished good. Using a table as an example, you may have individual items stocked for "table legs" and "table top", but you don't sell those items (they still need to exist in the inventory system though for tracking/accounting purposes). To sell a table, you have to build it first. So you take 4 legs and 1 table top out of inventory, then "build" the subassembly. It decreases the quantity of the individual items and increases the inventory of the table item. The packing list shows a single table, and the customer receives a single table.

Another example would be a home router. You would receive componentsfrom suppliers (plastic housing, circuit boards, etc) and adjust them in inventory. Then during the assembly phase, you'd build (bundle) those items, making a single router and removing the individual components from stock.

Attached you can see an example of how kits are set up, and how they are added to an order (it just inserts all the items into the order).

    • Recent Topics

    • WhatsApp Business Message Pricing Update: Effective October 1, 2026

      Hi everyone, Starting October 1, 2026, Meta is updating how WhatsApp Business messages are charged. This guide explains the new per-message pricing model, how message categories work, and what changes for service messages specifically. How Meta charges

    • Spam Quarantine: Manage suspicious emails in Zoho Mail

      When an email is quarantined by spam processing, it need not always be blocked right away. Some emails may be marked incorrectly, or may need to be reviewed before a final decision is made. The Spam Quarantine feature in the Zoho Mail Admin Console gives

    • What is the difference between "Reply" and "Public Comment" in a ticket?

      Hey, my company is thinking about switching to Zoho Desk but we do not understand the difference between the "Reply" and the "Public Comment" feature. When should we use which? And why? What is the difference between them? Thank you for your help! Kindest

    • Comments Vs. Replies

      I'm curious as to the difference between a "Reply" and a "Comment" on a ticket. It appears that "Replies" are what's used to determine response time SLA's and there are also used to automatically re-open tickets. I'm just trying to understand the key differences so I can educate both our clientele and our back-end users on which function/feature to use to better improve the ticket lifecycle. If anyone has any insight it would be appreciated. Thanks!

    • Widget Height were destroyed

      All widget heights in the Details Canvas view are broken.

    • CRM Address Field - States with Countries in brackets

      Hi, Could you please remove the country in brackets from the Global State List, or at least allow us to edit these entries? It looks like the brackets were added during the initial data population, perhaps by someone building the list in a spreadsheet

    • What's New in Zoho Inventory | July & August 2026

      Hello users, The July and August 2026 releases bring a range of new features and improvements across the product. From the Nigeria Edition and Super Admin enhancements to Sri Lanka IRD-compliant invoicing, Loyalty Program Management, and improvements

    • Forms data export bug

      The export csv with a password has changed for the worst. It is less secure by not allowing complex passwords. Just last week and the last year (at least) I was able to use a complex, secure password. Export CSV moreover doesn't even work if I use a simple

    • Fax and email questions

      Does Zoho offer faxing capability? If so, how to do it? And, why is has my email inbox stopped in 2019? There are no more emails since then. Also if I delete all of those emails, will they delete it from my gmail account (I'm linked to a gmail email address).

    • Create a single record from multiple images with ICR

      Hello all, Zia's Intelligent Character Recognition can now create a single record from multiple images. Users can upload up to three images at once, such as an ID, a passport, and a business card, and Zia will extract the relevant information from all

    • How to present an Analytic on a CRM dashboard and filter it on loginuser id

      How to present an Analytic on a CRM dashboard and filter it on loginuser id? I want to display an Analytics pivot table (as a widget) on a CRM dashboard and have the pivot filtered on the loginuser. I want additional user-filters available, such as date,

    • CNIL - Suivi de Pixel

      Bonjour à tous, À la suite de la nouvelle recommandation de la CNIL sur les pixels de suivi dans les e-mails, savez-vous si Zoho Campaigns permet : de conditionner le suivi des ouvertures au consentement de chaque contact ; de proposer un lien permettant

    • Convert MBOX to PST File Using Free Methods

      MBOX is a mailbox format that is used by various email clients and services, such as Thunderbird, Apple Mail, Eudora, and Google Takeout. Yet, in order to be able to open your MBOX emails in Microsoft Outlook, you have to convert them from MBOX to PST

    • Live connection to DS files in Zoho Creator / ChatGPT

      As an idea, we are using ChatGPT to build with Zoho Creator (outside of Zia), which is works brilliantly to assist write deluge, provide test suggesitons etc. Currently we are uploading the DS files which are very point in time, it would be great to have

    • Setting default From address when replying to request

      At the moment, if I want to reply to a request, the From field has three options, company@zohosupport.com, support@company.zohosupport.com, and support@company.com. The first two are really internal address that should never be seen by the customer and

    • Zoho Payroll: Product Updates - Q3, FY2026

      Over the past quarter, Zoho Payroll has added several updates to make payroll easier to process, configure, and manage. The most notable improvements cover bank integrations, reimbursement support, payslip enhancements, employee exit documentation, payroll

    • Convert OLM to PST on Mac and Windows Using Free Methods

      When your Outlook for Mac data is stored in an OLM file and you want to use it with Outlook for Windows, the simplest approach to transfer your emails and other mailbox information is to convert the OLM file to a PST file. OLM is primarily associated

    • Add Payment Information (like Bank details)

      I am using the Free plan of Zoho Books. I need to add the bank details/ UPI details on the invoice. How can I do that. I have added the details in the Bank Section.

    • Placeholders for Multi-Level Discount

      I am using custom templates for Invoices and all other modules. Since i have activated multi-level discount (an early-access feature from zoho) "discount at line-item and transaction level", I need placeholders for using them in my custom templates. With

    • Running Balance

      Please add automatically Running balance in ledger view. Taking lot of time, every time to add manually

    • Accounting on the Go Series-47: Effortless GSTIN Management- Auto Populate TaxPayer Details in Zoho Books Mobile App

      Hello everyone, Welcome back! Today, we're focusing on a feature specifically designed for our Indian users in the Zoho Books-Indian edition, particularly those who deal with GST compliance regularly. We understand the importance of accurate and efficient

    • URGENT: Stalled DC Migration >72 Hours - Records Locked [Ticket #: 167813877

      The DC migration was started on 1st October at 6 pm and we were informed migration period as 48 hours but even after more than 72 hours, the migration seems still in progress. We sent two emails to check the status but no responses. We need the migration

    • Zoho Webinar - Sharing System Audio (NOT AVAILABLE)

      Hi, We are having a serious problem with Zoho Webinar. In the webinars we run, we very often share the audio from a video we are streaming directly from YouTube or other applications. Until recently we were using Zoom, but as we use other Zoho applications

    • Cash Recipt

      You can not receive cash more than 10000 from one party in a day and two lakh in a year. In statement you can't differentiate cash or bank receipt. zoho does not support this

    • Need to set workflow or journey wait time (time delay) in minutes, not hours

      Minimum wait time for both Campaigns workflows and Marketing Automation journeys is one hour. I need one or the other to be set to several minutes (fraction of the hour). I tried to solve this by entering a fraction but the wait time data type is an integer

    • Concern Regarding Stock Validation in Inventory Management

      Hi Zoho Team, We would like to highlight a concern regarding stock validation in the inventory system. As per standard inventory management practices, if the stock level is zero, the system should not allow users to create a shipment, packing slip, or

    • Change from OST to PST on Windows 10/11 Using Free Method

      There is an advantage in converting OST files to PST format if you need to access your Outlook data on a different computer, want to keep a local copy, or are trying to recover items from an old Outlook profile. The good point is that users of Windows

    • Meet PageHealth by Zoho PageSense: a free way to find out what's holding your page back

      We all know the feeling. You've spent days tweaking headlines, moving buttons, and rewriting copy, and you're still not sure why visitors aren't sticking around. Revamping your website is hard, and figuring out what's actually getting in the way is even

    • Important: Whitelist new proxy outgoing IPs for IN, SA, and UAE data centers

      Hello everyone, We're expanding the pool of proxy outgoing IP addresses for our IN, SA, and UAE data centers by introducing new IPs alongside the existing ones. This helps ensure high availability, optimal load distribution, and redundancy for outgoing

    • Zoho Flow Custom Function Issue

      I have a use case where I will be needing to post data to a wordpress site. Specifically to a custom post type with a bunch of ACF fields. I have setup trigger event correctly for Tookan and can receive data from the webhook. In order to post the data

    • How to Open .mbox file in Gmail with Attachments?

      Gmail offer users to backup INBOX folder in .mbox file format via Google Takeout Feature. Howver there is no such option to Restore Gmail MBOX. Thus I would like to suggest you to choose an alternate approach i.e. MBOX to Gmail Wizard. This utility will open .mbox file in Gmail with attachments.  Steps to open MBOX file in Gmail are; Run MBOX to Gmail Wizard Click Add File and add .mbox file. Enter your Gmail login credentials. Click Convert button. Finished! This is how you can open MBOX file in

    • Custom Validation for On Duty

      Hi Team, We would like to have custom validation support for the On Duty form in the Attendance module. We need to apply some restrictions, such as: Limit the number of On Duty requests per month. Restrict On Duty requests on selected days. Allow employees

    • Integrating FaceBook Ads into MarketingHub

      I would like to track the clicks from a FB Ad campaign into my website via marketinghub.  I cannot currently add a MH form directly to my FB page, as I receive an error telling me I need at least 2000 subscribers on FB to be allows to do that (yikes!) What is the best way to set up MH so I can track which FB are converting well?  I know I can reach the FB reports directly, but these do not track conversions from the MH forms on my website. Best regards, Joe

    • Migration from GoDaddy to Zohomail

      Hi All, I am trying to migrate all the emails from Go Daddy to zohomail account using the migration tool. i tried with imap method, its not working. when i try it with pop method, then only the emails from the go daddy account inbox ( not other folders), is getting transferred, how can i transfer all the folders in the email account from go daddy to zoho. and also the emails which are coming from go daddy are like new unread emails ( is there any where i can differentiate from read and unread emails)

    • How do I migrate from Office 365 to Zoho Mail?

      Check out Advik Email Migration Wizard, this software is specially developed to move mailboxes from Office 365 to Zoho Webmail. In addition you can migrate from Gmail, Yahoo, Rediffmail and 80+ webmail servers to ZOHO MAIL. Isn't it amazing? This is an all in one email migration solution. Steps to export emails from Office 365 to Zoho Webmail are as follows; Run Advik Email Migration Tool in your system. Select Office 365 as source and enter its login credentials. Select mailbox folders and choose

    • How to Backup Zoho to PST?

      I'm looking for a simple way to backup Zoho Mail emails to PST format. I tried the IMAP method with Outlook, but it seems slow and complicated for large mailboxes. I need a solution that can: Export Zoho emails to PST Preserve attachments and folder hierarchy

    • Shopify connector – product cost ("Cost per item") not synced, so COGS/gross margin can't be calculated

      Hi Zoho Analytics team, I use the native Shopify connector in Zoho Analytics (cloud) to build reporting dashboards for Shopify stores. As far as I can tell, the connector does not sync product cost, so there's no way to calculate Cost of Goods Sold (COGS),

    • Zoho Sprints - Q3 Updates for 2026

      Another quarter, another set of productive features. This time our focus was mainly to simplify in-app navigations and control all your work related activities within Zoho Sprints. We delivered 7 major features and 9 enhancements, which include Zoho Sprints

    • Which Zoho CRM tasks would you want an AI assistant to handle?

      I’ve started delegating my Zoho CRM work to AI – and many tasks now take me half the time. It has been so useful that we’re now working to make it available to everyone. Instead of clicking through records and tabs, I simply describe what needs to be

    • The Social Wall: August 2024

      Hi everyone, We're thrilled to bring you the latest updates, features, and improvements to help you get the most out of Zoho Social. Let's see what was new for us at Social in August. Post documents on LinkedIn You can now reach a lot more people and

    • Next Page