Create & Invoice a Product Collection

A Collection is a special grouping of products that contain items that never change, and variable items which are selected at the time of the sale for the individual customer (color, shade, fragrance, etc.).

When adding the product collection to an invoice, you will be prompted to select the variable products for that particular customer. The chosen products will then be automatically subtracted from inventory at the time of sale.

When a collection has been purchased, the printed invoice will show the individual items from the collection, but only the retail amount charged for the collection, not the individual cost for each product. You will then have the option to add any additional amount for packaging and other items included.

Step 1: Create a Product Collection

Note: Before creating the collection, you'll want to ensure that you have created product profiles for all items that you'd like to track and/or display within the product bundle.

1. From the Product menu, select Product List (or from the main toolbar click  Inventory).
2. From the product list toolbar, click  New, then select  Collection from the drop-down list.
3. In the Product Itemize form, click  Lookup  to add all products that make up the collection that do not change (compacts, brushes, etc.). For each variable item that is decided at the time of the sale, click Group Lookup to add a group.
   
   
4. In the Qty field, enter the quantity of each individual item contained in the collection.

   Tip: If you want the collection to contain more than one of the same type of product, enter the group name on more than one line. For example, if the collection includes three different eye colors, enter three line items with the group name Eye Color.

5. When finished adding items to the collection, click  OK  to save and close the Product Itemize form.
6. Assign the collection a part number and give it a description. For example, to create a filled Petite Palette, enter PETITE for the part number and Filled Petite Palette for the description.
7. From the Category list drop-down, choose the category where you want the collection located.
8. Under the Pricing section, enter the amount you will charge in the Retail/Cost field (or leave blank if you will be entering a custom price each time you add it to an invoice).
9. If applicable, select the Taxable checkbox, then click to save the newly created collection.

Step 2: Invoice a Product Collection

1. Begin by creating a new invoice.
2. Using the Part #, Description, or Lookup options, add a product collection.
3. Using your keyboard, press the Tab key (or arrow down) to display the Fill Collection pop-up.
4. Select from the available items assigned to the Group for the collection being invoiced (as shown in the sample image above).
5. When finished, click   OK  .

Note: When the invoice is printed, the itemized selections chosen will be visible, however, only the Price for the entire collection will be displayed to the customer. To view or make changes to the contents of a collection, right-click on the collection, and select Edit Contents.

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Additional Information:

• To view or print the contents of a bundle, from the product profile toolbar, click  Itemize.
• Create a Product Prepack
• Create a Product Set

Tip: If you're subscribed to the Product Update Service, the example above has already been created for you (Filled Petite Palette - part number 20SET10). We create custom product bundles based on current company marketing and educational materials for you!