Creating a product bundle
A product bundle is a packet or set made up of products that belong together and that are then offered together for a combined price.
To create a product bundle, click the New >> Product bundle link in the sub menu.
This forwards you to the page where you can enter the general product details. First, enter a unique value in the
Product number field. Having done this, enter additional general information; see
Product details – General . Note the following exceptions:
- You cannot enter any values in the Stock level and Minimum stock level fields. These values result from the smallest values of each of the individual products.
- The Reference unit field and the corresponding Amount in product field are inactive. This is because the packages cannot be compared to other products as they are compiled individually.
Save your entries by clicking Save.
After saving, additional tabs will be activated. You are forwarded directly to the
Bundle products tab. This tab is displayed for product bundles in place of the
Variations tab. Enter the associated products here; see
Bundle products. After this, enter the remaining information as described in
Product details – Images and following.
Bundle products
For product bundles, you must select and compile the products that make up the packet. These are the bundle products.
The table lists all the products which belong to the current product bundle. To open the details of a product, click its name. Clicking the icon to the left next to the product number opens a new browser window containing the product details.
To remove a product from the product bundle, select it and click Remove assignment. The product is removed from the table without any confirmation. The product itself is not deleted.
The total price of the individual items is compared with the bundle price below the product list. The price difference is also displayed. The contribution of a product to the total amount is calculated using the quantity and the list price per item. These values are updated whenever you save.
Import and export of product bundles
The import or export of bundles is a combination of the import/export of the products and their assignments.
The products used must exist. Create the products used manually or import them before importing the bundle assignments. During import of bundle assignments, missing products are not shown.
The bundle assignments are included in the import and export files for cross selling. Therefore, after the product import, you must also perform a cross selling import.
To import a product bundle, proceed as follows:
- Create a file for the product import which contains the data for all products that belong to the bundle. Use the export file as a template for this.
- Enter for the product which is the bundle itself (base product) in the Product bundle [IsBundleProduct] column a 1.
- Import the product data for the object type Products with the import.
- Create a file for importing bundle assignments. Use the export file of the type Cross-selling as a template for this.
- Enter for every row with a bundle product the value BundleProductMap in the Type [Class] column.
- Enter for every row with a bundle product the product number of the base product in the Base product [Product] row.
- Fill out the other columns according to the template.
- Import the bundle assignments with the import for the object type Cross-selling.
- Check in the product table whether the bundle product was correctly created.
Required fields for importing the bundle assignments based on the cross-selling import are:
- [Class]
- [Product]
- [TargetProduct]
- [Job title]
If the Quantity [BundledQuantity] column is not present in the import file or is empty, the value of “1” will always be assumed.
You can read a general description about importing and exporting in the chapter Import and export.
Notes about bundles
You should note the following information about working with product bundles:
- The stock level and minimum stock level of the bundle are determined by the smallest respective value for the individual products.
- After the order has been placed, the inventory for all the associated components is updated at the same time.
- Only products of the same VAT class can be assigned to a bundle.
- The status Not for sale is taken into account for bundle products. If one of the bundle products is set to Not for sale, the entire bundle cannot be bought.
- The unit price is calculated by adding the respective list prices of the individual products together. Any price discounts defined in the price lists are not considered at this point.
- As soon as products have been added, the total of the list prices of the individual products is displayed next to the bundle price. The price difference, possible the saving, is displayed.