Bundle Products

January 10, 2023

Benefits of Bundle Products

Easily sell and track grouped inventory
Bundle products are commonly used as gift baskets, promotions, or special pricing or grouped items. 

Better overview in reports
Each item in a bundled product is displayed separately in reports, so you can track how these items sell individually or when bundled with other products.

Bundle Products

Bundle products are made out of individual simple products in your catalog. Bundle products do not have stock, but rather take the individual items out of stock on each sale.
This means that a bundle product is a secondary product.

Bundle products are useful for tracking what people like to buy together. Examples that come to mind are packages of New Year's sparklers and smaller fireworks - they are all sold separately as well, but often are bought together.

Example Bundle Product - New Year's Kit

To create a bundle product, you first need to create the items that go into it.

In our example we'll make a New Year's Kit. The components of it will be
- Sparklers
- Confetti cannon
- Snappers

Create each of these items as their own product. Give them a name, a price, a product group, and any other information you would need for these items.

These items should also have stock on them. This means either registering them in, or creating a purchase invoice for them.
You should make sure that your wholesale price and product cost are correct on these items, as they have their own inventory tracking that you will want to be accurate.

Register inventory

Follow the below steps, or check out our inventory registration guide.

In the back office, navigate to Inventory -> Create an Inventory Registration.
Fill out the necessary information such as the location of where your products are going to be registered to, as well as the products and their stock quantities.

Click Confirm on the top right. You can click Save if you want to come back and edit later, but stock quantities do not update until registrations are confirmed.
More info on the difference between Confirming and Saving HERE.

Create the New Year's kit

In the back office, navigate to PIM -> Manage Product Catalog -> Add a product. Fill in the necessary information such as Name Eng, Product Group, Price, etc.
Change the Type field from Product to Bundle. Save your product.

In the left side menu, you will now see a button labeled Recipe.
Now, add the items that make up the kit along with the amount of items we use to create this assembled product. 

In the example, we will add two packages of sparklers, two confetti cannons, and a box of snappers.
The PIM saves this info automatically.

Make a sale and see the stock move

Head into the POS and sell one or two of the bundle products.

After doing this, head to Inventory -> Inventory in the back office. Find the ingredient products. Here, we will search for the sparklers' stock levels.
Search your stock by either the product code or the product name.

When you click on the product, it opens up to the product card of the old PIM, to the Inventory tab. In the bottom menu, click on Warehouse Report
This shows every document associated with the product. From here we see that Receipt 14000011 (the name of the sales document) has moved sparklers out of inventory. 
That means that everything went correctly and the bundle products are ready to be sold.