Understanding Product Bundle

Product bundling is a technique where items are grouped or “ bundled” together under one product listing. This involves grouping, packing and shipping several products to get them and selling them as a single unit for a single price.

The advantage of this is that smaller items needed for assembly can be traceable more easily and efficiently. The cost of purchase also comes down as compared to the cost of purchasing each item in a bundle individually. Bundling of products is done in Sales and Rental businesses. Basically, any goods that are given to the client from the company’s own stock can be bundled.

Settings

Navigate to the left menu > Settings > Operation.

Under the Outward Delivery Note tab, check the box Display Bundling Products Display In Inward and Outward Challan.

Click on Update.

Note: By checking the box, all the sub products from the product bundle will be displayed in the challan. If the box remains unchecked, only the primary product will be displayed in the challan.

Adding a Product Bundle

Navigate to Left Menu > Inventory > Bundle Product.

All the product bundles will be listed in the listing page.

Click on the plus button in the top right corner.

Create a Bundle form will appear. 

Fill in all the mandatory fields.

Click on Save.

Note: Multiple serial numbers can be added to a product.

Viewing a Product Bundle

Navigate to Left Menu > Inventory > Bundle Product.

All the product bundles will be listed in the listing page.

Click on the desired Serial number.

Device Details will appear. Click on the Sub Products tab.

You can view all the sub products here. 

Swapping a Product Bundle

The process of exchanging the sub product under one primary product with another sub product in the stock list or another primary product. This is done in case that particular sub product is needed for bundling under another primary product.

In the device detail page:

Click on the Swap button.

Select the Product name and the Serial number of the product with which it should be swapped.

Click on Save.

Notes:

• The stock under a bundle product will not be displayed under the stock once it is included under a primary product.
• Bundling products in ERP has to be done mandatorily with serial numbers only.
• There can only be one Primary product under which any number of sub products can be added.
• The sales quotation is made on the Primary product only.