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hello,

Curious if anyone has had a unruly customer that demands an invoice be delivered in a certain manner?!

We have a scenario where we have a stock item (ST100) that needs custom design.  for that we use a non-stock item (CD101) as a separate line on the SO because we do not print in-house and have to push this line to a PO. 

When we send the invoice to the customer, they want 1 line that aggregates the pricing for both of these.   our challenge is that it’s not always clean as a 2 line SO. 

Sometimes we have multiple Stock items (ST100, ST200, ST300) and 1 non-stock print item (CD101) where the 3 stock items are being printed with the same design.  

OR we could have the opposite where 1 stock item will be divided among multiple print options (CD101, CD102). 


Is there a simple way to associate a stock item on a SO with the Non-Stock items below it?!  For easy aggregation in the invoice?!


Cheers,

k2

Hello @K2A,

No, I have never met an unruly customer. 😉

Two ideas come to mind.

First, will use of non-stock Kits in Inventory can help present the items to your customer on one invoice line?

Second, add the same attribute to both the stock item and the non-stock item that is related. Group and aggregate the invoice line items by the attribute field.

Best regards,

@laura01 thank you for this, we did think about the Kit, but then we lose the ability to get back to reporting on profit by the item.

The Attribute is a good idea, thanks!

K2

HI @K2a 

Have you tried using the Related Items? If you are using a Commerce Integration, you would be able to use that feature. 

 

@kbeatty21 not too familiar with that, how would it work?!

Do you have the Big Commerce integration? It comes with that module.

we are using Shopify.  The need is more based on our B2B customers that have custom printed services added to the stock items.  we don’t print in-house.  This does not impact our Web customers.

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