Setting up assembly items

Note: It is recommended that you set up suppliers before you enter a large number of items.

1. Click Merchandising.
2. Click Items.
3. To add a new item, click New.
4. Select Assembly Item and click OK.
5. In the Assembly Lookup Code field, type a unique lookup code for the assembly item.
6. In the Description field, type the name or description of the assembly item.
7. Under Data Operations, click Add.
8. Select one of the following:

  • Select an existing item to add: Select this option to add items that already exist in the database.

  • Create a new item to add: Select this option to launch the New Item Wizard and add a new item to the database.

9. Click OK.
10. If you chose Select an existing item to add:
a. (Optional) Click a column heading, click in the Find field, and enter a search term for the item.
b. Double-click the item, or select the item you want to add and click OK.
11. If you chose Create a new item to add:
a. On the Welcome screen of the New Item Wizard, click Next.
b. From the Type drop-down, select Standard.
c. For Lookup Code, enter the item's UPC or a unique item lookup code.
d. Enter a unique Description for the item.
e. Enter the initial on hand Quantity for the item.
f. Enter a Price and Cost for the item.
g. Select a Department, Category, and Supplier.
h. (Optional) Enter the Bin Location, if applicable.
i. Select the Bar Code type.

Note: This is the barcode format that will be used when printing labels for the assembly item.

j. Select the default Item Tax.
k. Click Next.
l. Click Finish.
m. A confirmation message displays. Click Yes to continue.
12. Continue adding items until all required items are included in the assembly item.
13. Enter a short, descriptive Name for the item.
14. In the Quantity column, enter the quantity of each item that should be included in the assembly item.
15. Select Use Component Price to display the Price column in the table, and enter the prices to use for the items when they are sold in the assembly item. RMH will use these prices to automatically calculate the retail price of the assembly item. If you do not enter a price for an item (i.e., you leave the price in the Price column as $0.00) the item will be free if purchased as part of the assembly item.

Note: Stores will typically encourage customers to purchase an assembly item by lowering the prices of items included in the assembly item. If you do not select Use Component Price, RMH will use the current retail price of the items included in the assembly item to calculate the retail price of the assembly item, and any applicable price changes or discounts would need to be manually entered in POS by a cashier or salesperson, which could result in pricing or discount errors. The best practice is to avoid manual price or discount changes in POS by selecting Use Component Price and entering prices for the items in the Price table.

16. Click Save And Close.

Note: You do not need to enter any other item attributes for the assembly item, such as Department, Category, Price, Cost, Supplier, or On hand quantity, because assembly items are essentially a discount pricing package for items that are typically sold separately. These item attributes only need to be entered for the items included in the assembly item, not for the assembly item itself.