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

4 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. Both kits and assembled products that are comprised of multiple items present a unique challenge in inventory control because each 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 Product 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 products to kits correctly.

Assembling Kits (Building Stock)

When adding a kit to your stock, you’ll see an important setting – the “Update Components” toggle.

This controls how the system handles the underlying parts.

When “Update Components” is ON

  • Adding a kit will automatically deduct its components from inventory
  • The system checks for shortages before confirming the update
  • You’ll see exactly which components are missing if stock is insufficient
  • Note: This mode should be used when assembling products from existing parts

When “Update Components” is OFF

  • Adding a kit does not affect component stock
  • The kit is treated as a standalone item

This is useful when:

  • You receive fully assembled products from a supplier so you don’t need to add individual parts to your inventory
  • You don’t want to track component usage for any reason
  • Pro-tip: 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 the action and wait until the update completes (the automation will run in the background and may take a few minutes)

Update Inventory with Kits

Once your configuration is set, you only need to add the desired quantity of kits and confirm the update.

Then, in the stock table, you’ll see that:

  • Kit quantities are added
  • Component quantities are deducted (if the Update components toggle is ON)

This gives you full visibility into how kits and assemblies impact your inventory.

Remove Kits for Orders

When fulfilling customer orders, handling kits correctly is critical. If you remove a kit from inventory:

With “Update Components” ON

  • The system assumes you are disassembling the kit and returns each individual component to inventory

With “Update Components” OFF

  • Only the kit quantity is reduced
  • Components remain unchanged
  • Pro-tip: For most sales scenarios, you should set Update Components to OFF when removing assembled products. This ensures that selling a finished item doesn’t artificially increase your component stock.

Monitor Activity History

Managing complex products is easier and more predictable once these rules are clear. With the right setup, you can track both high-level products and their underlying parts without manual adjustments. 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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