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How to Bundle and Unbundle Products

Follow the step-by-step instructions to create packages, bundle products, and unbundle them when needed.

Creating a Product Package

  1. Add a Package to the Product Screen
    • Navigate to the Inventory >  Products screen.
    • Open a Company by pressing the plus sign.
    • Add a Bundle sometimes called a "Package" to an existing Company.
    • Select the newly created Package Line and click New..
    • Enter the package name (e.g., "Summer Package").
    • Set the recommended retail price (RRP).
    • Click Done to save changes.

Bundling Individual Products into a Package

  1. Select Items to Include in the Package

    • Go to the Inventory > Bundle section on the right-hand side of the screen.
    • Select the Products to be Bunded by clicking the plus sign on the first row.
    • Select the products for this package. .
  1. Add Products to the Package

    • In the next row choose the package you created (e.g., "Summer Package") to save the items into.
    • Enter the total quantity of packages you want to create (e.g., 10).
    • Click Add and then Done.
  1. Finalize the Bundling

    • Click Bundle and confirm by pressing Done.
    • The bundled packages will now appear under the "Current" column in your product screen.

Unbundling Products from a Package

  1. Access the Unbundling Feature

    • Navigate to the Inventory > Unbundle section.
  2. Select the Package to Unbundle

    • Choose the package to unbundle (e.g., "Summer Package").
    • Click Add and then select the individual products included in the package.
  3. Adjust Quantities

    • Specify the number of items to return (e.g., 10).
    • Click Unbundle and confirm by pressing Done.
  4. Verify the Changes

    • Return to the product screen to ensure the package quantity is now zero.

Key Takeaways

  • Simplified Stock Management: Bundling helps streamline product offerings by grouping related items into a single package.
  • Flexibility: The system allows you to unbundle packages with ease, ensuring inventory remains accurate.
  • Visibility: Updated quantities are instantly reflected in the product screen for efficient tracking.