Welcome to AlignBooks. We are happy to have you on board. In this help studio tutorial, we will explore the Item Bundle Detail utility.
If you are purchasing different type of Items and selling them in a Bundle in many promotions / Combinations , you will need to create different Bundle of those promotions / Combinations.
For Billing purpose you have to make this bundle as one Item and have to give a Name to this Bundle. At the time of making Outward entries, when you will enter code or name of a Bundle, the system will automatically pick different quantities of different items defined in that Bundle.
Here We will now enter the specific item or product details to generate a Invoice.
: Click here to add a Row to the table 
: Click here to delete a row from the table.Group Name: Select an Item Group from the drop down list. The Item code list will display the items mapped under the selected group.
Item Code: Select an Item code from the drop down list. Click on 
to add a new Item.
Description: System will fill the description details automatically from Item Master.
Unit: System will fill the unit details automatically from Item Master.
Quantity: Enter the Item Quantity here.
Rate: System will pick the rate from the Item Rate Master. If you are not maintaining Rate Master and have entered Rate in your Item Master, it could be picked from there as well. Alternatively, you will have to enter the rate manually.
Amount: System will calculate the Amount automatically i.e. with the multiplication of Quantity x Rate.
Posting GL: If you have created Sales /Purchase Ledgers Item wise, the system will automatically fetch the GL selected by you in Item Master.
Remark : If you wish to put any remark against an Item, enter here.
Item Balance : System will display the Stock in hand of this particular item.
The table is dynamic and many extra columns in the table would appear based on your Configuration in Company Setup. If you set up these fields, you will need to enter relevant values in columns created for each item Row.
The columns which will appear based on Configuration in Company Setup are:
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Column Name
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Field Description
(Condition for Applicable / Appear)
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Tax Code
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System will trace and fill the latest Tax code which is mentioned in HSN Code which is selected in the Item Master. If You want to change the same then select a Tax code from the drop down list. Click on to add a new Tax Code.
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Tax Rate
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System will auto pull the Tax rate mentioned in the Tax Code mentioned in the above field.
(General Setup – Tax Applicable in Sales / purchase – “ON”)
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Taxable
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System will calculate the Taxable amount based on the Tax Type selected in document. (General Setup – Tax Applicable in Sales / purchase – “ON”)
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Tax Amount
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System will calculate the Tax amount based on the Tax Type selected in Invoice. (General Setup – Tax Applicable in Sales / purchase – “ON”)
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Pack Unit
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If Separate Pack Unit property enabled in selected Item, System will auto pull the Pack Unit from Item Master. If you wish to change the same then select unit from the drop down list. Click on to add a new Unit (Not recommended if registered under GST as UQC are predefined under GST).(Inventory – Separate Packing Unit – “ON”)
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Pack Quantity
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Enter the quantity of Pack unit and system will calculate the quantity of Stock unit automatically based on the StockvsPack mentioned in Item Master. Only if this field is empty then pack quantity will auto populate if directly quantity is entered in Stock Unit.
(Inventory – Separate Packing Unit – “ON”)
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Print Description
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System will auto pull the Sales Description from Item Master. If you wish to change the same, enter the new description.
(Inventory – Separate Print Description – “ON”)
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Item Serial No.
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If Serial Tracking property enabled in selected Item, Click on the Icon to open a new window to enter the details of Serial Number / IMEI, the total quantity of the input will fill in quantity of Stock Unit. Click here Input Panel - Serial to know more about this utility. (Inventory – Item Serial No Tracking– “ON”)
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Batch No.
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If Batch Wise Inventory property enabled in selected Item, Click on the Icon to open a new window to enter the details of Batch detail, the total quantity of the input will fill in quantity of Stock Unit. Click here Input Panel - Batch to know more about this utility. (Inventory – Batch wise Inventory -–“ON”)
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Service Date
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Enter the Date of Service. You can also pick a different date by just clicking on the calendar function.
(Inventory – Input Service Date – “ON”)
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Service Location
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Enter the Location of Service.
(Inventory – Service Location – “ON”)
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User Defined
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Item Wise Charges
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(Sales Setup – Billing Setup – Item Level)
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Attributes 1-5
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(Inventory – Item Attributes)
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User Defined
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After this window is closed, Total Item Value of all the field values will be transferred as Amount for the main Finish Item and these details will be saved with the document and you can review the various reports.
We hope you enjoyed this tutorial. Please give us a call for further help. Happy Aligning!
