With subproducts, you can link products in your product database. This is especially useful if you have a product that you sell in different ways (e.g. as individual tablets, in strips, or by the box), or if one product has multiple configurations (for example, different prices, labels, dosages, or reminder settings). By using subproducts and linking them to main products, you only track stock on the main product. Since subproducts are linked, your stock levels remain accurate no matter which form of the product you sell. This article explains how to create and configure subproducts.

Before you start

Step-by-step instructions

1. Go to Extra > Products > Products.
2. Click to open the main product. More about this.
3. Check that the following product information has been set correctly:
   • Clear name that indicates the sales unit. In our example, we will rename the main product to “PAINKILLER 100MG per tablet”.
   • Units and factors. See the related articles for information on units.
4. Open the tab Subproducts.
5. Click + Add Product to add a new subproduct.
6. Change the name so that it clearly indicates which product it refers to. In our example, we name the subproduct “PAINKILLER 100MG (per box of 100 tablets) subproduct”.
7. Set the correct sales unit and factor for the subproduct. See the related articles for more information about units.
8. Click Save.

You now have a main product and a subproduct that are linked to each other. This means that you can sell both products, while stock levels are managed on the main product.

More about this

Which product is the main product and which is the subproduct?

This choice is determined by the way you have designed your stock management, as stock is tracked on the main product. It’s easier and less error-prone to count whole numbers, so the main product should be the smallest sales unit used in your practice. As we’d rather count 10 tablets than 0.3333333 boxes.

In short: the main product is the product with the smallest sales unit.
This doesn’t necessarily mean it’s the smallest packaging unit.

Tips for main and subproducts

• Make sure product names clearly show the sales unit.
• Check the tab Subproducts on the main product to verify which subproducts are linked and confirm that the list is accurate. One main product can have multiple subproducts.
• After saving a subproduct, its name appears in red, and the main product (where stock is tracked) appears in blue. Double check that this blue text appears after saving.

Help, I linked the wrong products!

Sometimes, you may have linked the subproduct and the main product accidentally the wrong way around. If this happens, proceed as follows:

1. Go to Extras > Products > Products.
2. Search for and open the configured main product.
3. Click the tab Subproducts.
4. Remove the link by clicking Disconnect.
5. Search for and open the subproduct.
6. Click the Stock tab.
7. If there is a quantity entered under “in stock,” note it down (including unit and location).
   If no stock is listed, continue to step 14.
8. Unfortunately, because your subproduct already has a stock, we cannot link it. Therefore, click Tab Product.
9. Click Copy Product at the bottom.
10. Edit the name – we suggest adding the word “subproduct” in the name field.
11. Click Save. You have now created a new subproduct.
12. From the product list, reopen this new subproduct.
13. Click the Stock tab.
14. Scroll down and enter (part of) the name of the main product in the first field after “choose stock product”, then select it from the drop down menu (third field).
15. Click Save.
16. You will now see the subproduct name displayed in red at the top, and the main product (which tracks the stock) in blue. Click the blue product name (the main product).
17. Click the tab Stock.
18. Click the “in stock” field and adjust the quantity, so that the stock amount noted in step 7 is added. Make sure you take the unit of the main product into account. If you are using the new stock management system, this is done in a separate window.
19. Click Save.
20. If you created a new subproduct in step 9, that now links to the main product, you need to deactivate the old subproduct. Open the old subproduct and click Tab Product Info. Set “active” to “no” and click Save.

Related articles

• In focus: Stock management
• How do I create an internal order? (Also includes an explanation of how to set up units and factors)
• How do I set up combi products?