Build/Bundle Line Items Import
Big Business includes sales and manufacturing features for creating Builds and Bundles. Built Items are inventoried items assembled from inventoried items. Bundled Items are non-inventoried kits that exist only to provide the bundling or kitting function of selling a group of items at once. Both are defined using the Build/Bundle tool found on the Item Card, and can now be defined using the Build / Bundle Line Items Import.
Use the Build/Bundle Line Items Import to:
- create Builds or Bundles
- update Builds or Bundles
- delete Builds or Bundles
- specify Components and Quantities for Builds or Bundles
- import Bill of Materials data
(5861)
Big Business lets you can create Built or Bundled Items. Built Items are inventoried finished goods, such as bicycles, that are assembled from inventoried components, like frames and wheels--which themselves may be built items. Bundled Items are non-inventoried kits which automatically add a group of component items to a Quote, Sales Order, or Invoice, and may or may not have special pricing.
Builds and Bundles can be defined using the Build/Bundle tool, and the Inventoried and Sold attributes, found on the the Item Card. Builds and Bundles can also be defined using the Build/Bundle Line Items Import.
To import Build/Bundle Line Items:
1. On the Maintenance toolbar, select the Import tool
2. Select a Tab-Text file to import
3. Select Build/Bundle Line Items to Import Into..
4. Insert fields to import to the following target fields:
• Build/Bundle Item Code - the item being built or bundled, e.g. bicycle
• Component Item Code - one component, e.g. a wheel
• Quantity - the quantity of the component item, e.g. two
5. Click Do Not Import Header if your import file has column headers
Build/Bundle Code is an optional import field that defaults to "1" and can be:
1 - a Built Item
2 - a Bundle Item using the price of the Bundle
3 - a Bundle Item using the price of the Components
Importing a Build/Bundle Item Code without a Component will delete any existing Components for the Item.
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