Manage Complex Products and Kits in monday.com

Manage Complex Products and Kits in monday.com

 

Keep Kits Organized and Tracked with the Inventory app

3 minute(s)

Last updated on 

Some products are composed of more than a single SKU; they’re kits, bundles, assemblies, or packs made up of multiple components. While these items may be sold or distributed as individual products, kits and assembled products present a unique challenge in inventory control because each kit draws from multiple stock components. Any movement, whether assembling, selling, or adjusting, must accurately update every linked part in the stock management system.

Lack of a dedicated management solution can lead to stock discrepancies, unavailable components, and inaccurate reporting. Proper kit management ensures that every component is tracked, synchronized, and reflected in real-time inventory. The Inventory app for monday.com makes it possible to manage every kit and complex product without ever leaving monday.com.

Here’s how to set up kit management quickly and easily.

Set Up Your Product Board

In the Main Table view of your Inventory board, create two unique groups:

  • A group for individual products (for example. Notebook, Sticky Notes, Pens)
  • A group for Kits, Packs, or Assemblies (for example. Employee Kit, Conference Pack. Give this group a name that clearly indicates these are products made from multiple individual items.

Create a Kit as a New Product

  • Add a new item in your Kits group
  • Open its Subitems section
  • Add each component by using the exact same product name as listed in your main product list
    • Example:
      • Notebooks → Qty: 1
      • Sticky Papers → Qty: 2
  • Choose component from the products column as well
  • Note: Matching names is critical — this is how the Inventory syncs individual product to kits correctly.

Assembling Kits (Building Stock)

When you physically build kits and want to show these in the Inventory app:

  • Go to the Product Catalog in the Inventory dashboard
  • Click Update Stock
Update Stock button in the Inventory app
  • Enter the kit you’re assembling
  • Specify how many kits you’re creating
    • For example: Assembling 1 Conference Kit
      • Use the form to subtract the items you’re using in the kits (for example, 1 Notebooks and 2 Sticky Papers)
  • Note: At this time, you will have to do the math on your own, to calculate how many items will be removed from the stock based on the number of kits you’re assembling. In the future, this will be done automatically.
  • Click >Next
  • Optional – add a reason or note to remind yourself and others what the kit is being used for (for example, “Conference Preparation”)
Add comments to your kit update in Inventory
  • Confirm and wait until the update completes (the automation will run in the background and may take a few minutes)

Your inventory log will now show this assembly event under Stock Updates.

New kit usage recorded in Inventory stock updates

Adding and Removing Kits from Stock

Adding and removing kits from your stock can be done just as you would add or remove any other product, using the Update Stock widget in the Inventory dashboard. Read the full Inventory guide here.

Tracking and Filtering Kits

Need to see only kits (not individual SKUs)?

  • Use the Filter tool
  • Search for “kit” or your custom group name

Use this hack for managing kit sales, event preparation, or kit distribution for any reason.

Monitor Activity History

Every assembly, adjustment, and component change is logged in Stock Updates, creating a complete audit trail. You can also create a dashboard to monitor your kit usage at a glance.

Got a complex setup? We love those. Contact us — we’re always here to help.

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