How to create Collections

Collections allows you to quickly add a collection of items to quotes, orders, and invoices in Rackbeat. This is useful if you frequently sell a group of items together.

Collections are similar to Bills of materials but with one important difference:

• Bills of Materials: A collection of items sold as a single item. On documents such as invoices, bills of materials appear as one combined item, for example a bicycle.
  Bills of materials consists of all the parts that together make up a bicycle.

• Collections: A quick way to add a group of items, where each item appears on its own line on documents like invoices.
  

Creating Collections

Follow these steps to create an item bundle in Rackbeat:

1. Select the “Items” tab at the top.

2. Click on “Collections” in the menu.
   

3. Click “Create New” at the top right.
   

4. Fill in the information for Collection and click “Create”.

   1. Number: Choose the number for the Collection. If left blank, Rackbeat will automatically assign a number.

   2. Barcode: If the Collection has a specific barcode, you can enter it here.

   3. Description: You can enter a description for the Collection in Rackbeat.

   4. Name: Enter the name of the Collection. This is the only required field. The other fields—"Number," "Barcode," and "Description"—are optional.
      
      

5. Click "Create" and then “Create line” to add products to your Collection.
   

Select a product and the quantity to include in the Collection.

• Item: Select the specific item you want to add to your bundle.

• Override Item Name: If this box is checked, you can modify the item name. This will enable the “Text” field below.

• Text: Here you can change the item name. If the field is greyed out, it's because the “Override Item Name” box above is not checked.

• Quantity: Select the quantity of this item to be included in the bundle.

• Line Price: Change the sales price of this item line. If no specific line price is set, the bundle will use the item’s regular sales price.

• Discount (%): Adjust the discount rate for this item line.

Click “Save and New” to add the next product or just “Save” if you don’t want to add more items to the bundle.

Once all desired products have been added to the item bundle, click “Save” and then “Save Changes” to finish.

Using Collections

Go to one of the following:

• Purchasing

  • Purchase Orders

  • Supplier Invoices

• Sales

  • Offers

  • Orders

  • Invoices

Create one of them, e.g., an order.

Click on “Add Collection” to add a Collection to the order.

Select the Collection and specify how many times you want to add it.