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 ,
below. 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,
below. After this, enter the remaining information as described in
Product details – Images,
below 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.
The Quantity column allows you to set the quantity of a product offered in the bundle.
The order in which the products are displayed is defined by the numbers in the
Sort order column; see
Sorting using key,
above.
To add a product, either enter the product number directly or insert a product from the tray. For more information, see
Adding records,
above.
Save your entries by clicking Save.
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.
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.
- During import, the bundles are imported as normal products. The assignments for the individual products are not retained.
- 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.