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Inventory

Product Sets (bridal sets, pendant + chain)

Define a set of items once — a bridal set (ring + band), a pendant + chain — give it a tag, and add the whole set to an invoice in one click. The items stay individual stock; the set is just a reusable template.

Product Sets

If you stock pieces that sell together — a bridal set (engagement ring + band), a pendant + chain, a watch + extra strap — you can define that combination once as a set and add the whole thing to an invoice in a single action, instead of looking up each piece every time.

The items stay individual stock the whole time — each keeps its own price, its own inventory count, its own record. A set is just a reusable template that says “these go together.” Nothing is bundled into a new SKU.

This is different from Set Stones (setting a loose stone into a mounting, which makes one physical item). A product set leaves every piece independent.

Creating a set

Go to Inventory → Product Sets and click + New set:

  1. Give it a name — “Bridal Set — Solitaire + Band”, “Pendant + Chain”.
  2. In the editor, add the items: pick Jewelry or Watch, search by stock # or description, and click Add. Repeat for each piece.
  3. Click Tag to print a small label with the set’s barcode (SET-…) — stick it on the set in your case.

You can rename a set, add or remove items, or delete it any time. Deleting a set never touches the items — only the template goes away.

Adding a set to an invoice

On an open invoice, in the Items tab, click + Add a set:

  • Scan the set’s tag (or type its SET-… code), or
  • Pick it from the list.

Every item in the set drops onto the invoice at once, already grouped under the set’s name (see Grouping items into a set) — one tidy set header with the combined price, each piece listed beneath at its own price. Each piece also depletes from inventory exactly as if you’d added it by hand.

Because the members are normal lines, everything works as usual afterward: remove or return just one piece, edit a price, or ungroup the set on the invoice.

Good to know

  • If a piece in the set is out of stock or no longer exists, it’s skipped when you add the set, and the others still come in — you’ll see which were skipped.
  • Prices come from each item’s current list price (respecting the customer’s price level), not a frozen set price — so a set always reflects today’s pricing.
  • Sets contain jewelry and watches today.

See also

  • Grouping items into a set — the on-the-fly version (group lines already on an invoice)
  • Set Stones — setting a loose stone into a mounting (a true single item)