Product Register Tab: Product Bundles



If the company offers products consisting of several components, such a product can be defined as a Product bundle. One can, for example, envision a company that offers an office solution comprising two bookshelves, a chair and a desk. In this case, the whole product can be defined as one product bundle. The bookshelves, chair and desk are defined as components.

In this tab you select whether the product is the product bundle itself or whether it is a component that is included within a product bundle. Please note that services can also form part of product bundles.

How to create a product bundle

Before you can create a product bundle you must create the products that will comprise the components of the product bundle.

  1. Create a New product or go to the product that is going to be included in the product bundle.

  2. Select the Product bundle tab.

  3. Select Component part of product bundle.
    Repeat points 1 - 3 for all products that are going to be included as components.

  4. Click New to create the product bundle as a new product itself.

  5. Select the Product bundle tab.

  6. Select Product bundle which has components.

  7. Specify the settings for how the product bundle should be displayed in sales, on invoices and in purchase orders.

    Simplified overview
    : Displays the product number and product name on the product bundle and components; however the quantity, price and total are only displayed within the component’s product line.
    Detailed list
    : Displays the quantity, price and total for the components as well.
    Do not show components
    : Select this option if you only want the Product bundle to be displayed in sales, on invoices or in purchase orders.

  1. Select the Warehouse update you want for sales and purchases of the product bundle.
    Update components
    : Warehouse transactions will update the components in the product bundle.
    Update main product
    : Select this if you want the warehouse transaction to affect the product bundle itself. In this case you have to assemble the product bundle before you sell it.

  1. Select how Price regulation will work.
    Update cost price
    regulates the product bundle’s cost price in relation to changes in the price for components.
    Update cost price and sales price
    adjusts the product bundle’s sales price in relation to changes in the price for components.

  2. Click New in the tab to link a new component to the product bundle.

  3. Select one of the components you created under point 1.

  4. Click OK.

  5. Enter the No. of units that are to be included in the product bundle.

  6. Click OK.

  7. Repeat points 10 - 13 until all components to be included in the product bundle have been added.

The Product Bundle has now been created.


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