Basket Products allow you to sell a group of products as if they were one product (e.g. a hamper). Once sold, stock will be deducted from all products in the basket. You can also use Basket Products to sell products that deduct stock from another product at the same time (e.g. beer kegs).
Note: Basket Products can also keep track of themselves and function the same as a regular product in all other ways (e.g. they can be put on promotion).
Creating a Basket Product
Creating a Basket Product is similar to creating a General Product. Skip the Product Creation Wizard and select Basket Product from the 'Type' drop down menu. An additional box labelled 'Basket Items' will appear below, on here you can specify the products that are in the Basket and what quantity should be deducted when one is sold.
Basket Product Inventory
A basket product can have inventory and affect the product found within the basket, let's take a look at the different outcomes.
Below a basket product has been created with two products, each product within the basket has a quantity of 1.
Manual Inventory Adjustment
If the basket product inventory is manually adjusted to 1 via the product edit screen, it does not change the inventory value for the products within the basket.
Inventory Reports
Basket products do not appear on the inventory reports as the value is represented by the products found within the basket.
Stocktaking
Currently, the inventory for the basket product remains at 1, let's do an express stocktake on the basket product and Override the count with 2.
The products within the basket have gained an inventory value of 1, while the basket product has a value of 2.
Let's do an advanced stocktake and not count the basket product or the products within. We will Zero Other Stock for products not counted.
You will notice the basket product has lost 2 items. The products within the basket must also lose 2 items, resulting in -1 for each product within the basket.
Receiving an Order
If our inventory is 0 for the basket product and the products within the basket, let's Save & Receive a quantity of 1 for the order. The result is 1 for all but remember the basket value is not added to the inventory report.
Selling a basket product
If we sold 1 basket product when all of the inventory levels were previously at 1, the resulting inventory is 0 for all.
Let's sell another basket product;
Let's perform a stocktake again and not count the basket product or the products within and Zero Other Stock for products not counted.
Assume we sold a basket product and completed a stocktake for only the products found within the basket.
Product A and Product B were scanned/counted as 0 in the stocktake.
The inventory looks as follows after applying the stocktake;
Let's perform a stocktake again and not count the basket product or the products within and Zero Other Stock for products not counted.
You will notice the basket product has gained 1 item. The products within the basket must also gain 1 items, resulting in 1 for each product within the basket.
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