Set Up Product Sets (1206 onwards)

Created by Migration Bot, Modified on Fri, 23 Oct at 2:31 PM by Migration Bot

Originally written by John Hardwick, last updated Jan 30, 2026, on the Swan Retail knowledge base (FRS).


A product set is a group of disparate SKUs joined together and accessed via a parent SKU.

Product sets offer a way of selling a single code which is manufactured from a list of products. The operator sells a single ‘parent’ or set code, which is then expanded into a series of ‘child’ or component items.

Sets may be constructed from a single supplier or mixture and may contain a mixture of product classes.

The set doesn’t really exist, with stock being held and ordered against the component elements of the set.

Sets relate to products - Stocked sets are currently not supported by SwanFRS.

Menu Location: Products > Set Up Product Sets

On entry to the program, the operator is required to specify search criteria. This consists of -

  • The Supplier lists offers a pick-list of active suppliers.

  • The Range pick list presents all ranges unless a supplier has been chosen, in which case only ranges within that supplier are listed

  • The SKU entry field allows for a specific SKU or part SKU code to be entered.

  • Exact Match tells the system to only find the specific SKU entered.

  • Description may be used to find items containing the search text in their description.

  • The Show Sets Only checkbox restricts the search results to parent SKUs - I.e. SKUs with components linked to them

Once the search criteria has been specified, click the FIND button to generate a list of matching SKUs

Field

Comments

SKU

If the SKU is already marked as a set, clicking will show the composition of the product set.

If the SKU is currently a general SKU about to become a set, clicking allows this SKU to be marked as a set ready for components to be added.

Supplier / Range

The supplier and range of the SKU

Description

The description of the SKU

Fixed Options

There are three display options.

  • A blank indicates the SKU is currently not marked as a set.

  • A ticked checkbox, indicates the set parent SKU has been preconfigured, and that no user option choices are possible at the time of selling this item.

  • An unticked checkbox, indicates the set item has flexible or dynamic options. I.e. The operator can specify the composition of components with options within the set.

Fixed Price

There are three display options.

  • A blank indicates the SKU is currently not marked as a set.

  • A ticked checkbox, indicates the set has a promotional selling price which will be charged irrespectively of the sum of the components and their options.

  • An unticked checkbox, indicates the set item has flexible or dynamic price. I.e. The set price will be the sum of its components plus any chargeable options as specified by the current prevailing promotion at time of sale.

Set

The indicator shows the classification of the SKU (UNIQUE, ACCESSORY, MEASURED or SERVICE) unless the item has been marked as a set where the PRODUCT SET identifier is displayed.

Clicking opens the product set definition screen.

Set Controls

Clicking on the SKU or the Set indicator presents a screen similar to the one shown below

Prior to making a SKU into a set parent, the MARK AS SET button must be clicked.

To return a parent SKU to a standard SKU, click the DE-ACTIVATE button.

Set Header

To amend the set control, click the EDIT button,

Field

Comments

Fixed Options

Ticking marks the set pre-defined.

The operator cannot change options at the time of added the set to the sale, and that all components must be fully defined before being added to the set.

If a component that has options which have not been defined exists on the set, it is not possible to tick this field.

Unticking makes the set a dynamically defined set, i.e., the operator may change component options as appropriate when adding the set to the sale.

Fixed Prices

Ticking instructs SwanFRS to use the specified promotional selling price for the parent SKU when adding the set to the sales order.

This requires a ‘sets discount' code to be specified within Set Up Discount Reasons (1207 onwards)

Ticking also requires the operator to choose the promotion from which the set pricing will be taken - this overrides the current prevailing promotion for the parent SKU and therefore should be changed manually as the promotion changes.

Unticking instructs SwanFRS to summate the component and any chargeable options, making this the selling price for the set. Effectively, the set price changes as the component prices change.

Active Promotion

Only used with fixed priced sets, specify the promotion this set is to be ‘sold’ against.

Changes are only recorded once the UPDATE button has been selected.

Having specified a range, the screen will display all SKUs linked to that range.

Set Components

Having defined the set parent, a list of SKUs manufacturing the set can be added.

  • Click the icon to amend an existing component SKU.

  • Click the image to remove the item's specific SKU

  • Once in amend / insert more, click the to save changes or to abort the action.

  • Click the CLOSE button, or Back option on the side panel to leave the page (or select another option from the menu)

Field

Comments

SKU

The component (Child item) product code

Description

The base description of the item.

Qty

Specify how many items of this SKU are sold as part of the set.

Purchase Order Set Message

Optionally define a sentence, paragraph to be included on the purchase order print to ensure the supplier knows this item is being purchased as part of a set.

Set

The classification of the set. (UNIQUE, ACCESSORY, MEASURED or SERVICE)

To add a new component to the set, click the Add option a the bottom of the list of components.

Clicking add returns control to the product set search filter screen, whereby the operator can find the component item to add to the set.

To add the selected product to the set, click the Add option to the right of the screen. This produces a screen similar to that shown below-

If set has fixed options, the operator must specify the option before ADD TO SET can be selected.

Files from the Confluence page

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