Associate Stock & Non-Stock Items

  • 12 August 2022
  • 6 replies

Userlevel 4
Badge +1
  • Jr Varsity III
  • 92 replies


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?!




Best answer by Laura02 15 August 2022, 14:21

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6 replies

Badge +18

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,

Userlevel 4
Badge +1

@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!


Userlevel 7
Badge +16

HI @K2a 

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


Userlevel 4
Badge +1

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

Userlevel 7
Badge +16

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

Userlevel 4
Badge +1

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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