Bundles and kits serve as a sales tool. If you want to sell multiple components (price list items) as a single item, you're in the right place.

A bundle itself does not have its own stock inventory — inventory is managed at the level of its individual items (components). When a bundle is sold, the items it contains are dispatched from stock.

The bundles and kits functionality is available from the Business license tier.

Bundles and kits can also be configured via the desktop application — a guide is available for that as well.

Our company sells electronics. We want to sell a camera bundle that includes a camera, a case, and an SD card.

We create a price list item (bundle) named CAMERA SET.

Note 1:

By its very nature, a bundle does not have a purchase (i.e. cost) price. If a purchase price is entered for a bundle, it is only an "indicative" price. The actual cost of selling the bundle is calculated from the items it contains — specifically from the stock dispatch document for those items.

Note 2:

The selling price of a bundle is not calculated from the selling prices of its included items — it must therefore be entered directly on the bundle itself.

Note 3:

Although a bundle does not have its own stock inventory (individual components are stocked, not the bundle itself), it must be recorded as a stock item.

Just like any other items in the price list, we create (if they don't already exist) the individual items that will be part of the set (bundle).

We continue by adding the individual components. This can be found in the bottom tab bar, under the "Bundles" tab.

We continue by adding the individual components. Using the new button, we add all required items. Each item can be included in the bundle in multiple quantities.

Once all required items have been added to the bundle, we can save it.

Note 4:

If the components should be deducted from a different warehouse than the one where the bundle itself is registered, you need to configure Warehouse Mapping.

The bundles and kits setup begins in the video at timestamp 3:05.

Now that the bundle is correctly configured, we can try selling it. Let's go to issued invoices, create a new invoice, and add this bundle to it.

When the invoice is saved (provided the invoice type has automatic stock document generation enabled), a stock dispatch document will be created for the relevant bundle components.

In the linked documents section of the invoice (or sales receipt), you can find the newly created associated dispatch document.

Opening the dispatch document shows the bundle components that were just dispatched.

Stock receipts and dispatches apply only to the bundle's components — the bundle itself does not have its own stock inventory.

A bundle can be copied, but currently only in the desktop application. A button is available on bundle items that allows you to copy the configuration of another bundle and apply it to a newly created one.

If a customer orders a bundle (meaning you have a received order for it), you can immediately create a purchase order. Only the bundle's components will be ordered.

Warehouse mapping is not needed if you only have one warehouse.

If the current bundle was previously a standard item with stock movements, and after converting it to a bundle there is still a remaining balance in stock, the only way to dispatch it is to remove the bundle configuration in the price list first, and then perform the stock dispatch.

An item configured as a bundle cannot be used in the Purchasing module or the Inventory module. Only the individual bundle components can be used in those modules.

Yes, this is possible using our add-on. It can be easily downloaded (available from the Premium tier) and used right away.