Grouping items into a set
When a customer buys two pieces that go together — a pendant and a chain, a bridal set (engagement ring + band), a watch and an extra strap — you can group those lines so they show on the invoice as one set instead of separate, unrelated rows. It reads cleanly for the customer and keeps related items together.
The important part: grouping is only about presentation. Each item stays its own line underneath — its own price, its own inventory record, its own cost. Nothing about the money or your stock changes. You can still return or remove one piece on its own.
This is different from Set Stones (setting a loose stone into a mounting, which makes them one physical inventory item). Grouping leaves both items fully independent — it just displays them together.
Grouping lines
On an open invoice, in the Items tab:
- Tick the checkbox next to each line you want in the set (two or more).
- Click Group as a set (it appears once you’ve selected at least two).
- Name the set — e.g. “Pendant + Chain” or “Bridal Set” — and click Group.
The lines collapse under a set header showing the name and the combined price, with each member listed beneath it (still showing its own stock # and price). On the printed and emailed invoice, the set prints the same way — the name and combined total on top, the items indented below.
Ungrouping
Click Ungroup on the set header and the lines go back to standing on their own. Removing or returning a single member works exactly as it always has — the set just shows one fewer item.
Good to know
- The invoice subtotal, tax, and total are unchanged — they’re always the sum of the individual lines, grouped or not.
- Grouping is available while the invoice is open; a finalized or voided invoice is locked.
- On a phone the set still displays grouped (read-only) — create and edit groups from a computer or tablet at the counter.
See also
- Taking Payments on an Invoice — the Payments tab
- Set Stones — setting a loose stone into a mounting (a true single item)