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Bundles

Intro – Bundles

Bundle item is a feature that allows you to group multiple products and services that you frequently sell together into a single, combined item. It’s essentially a shortcut for adding all those individual items to an invoice or sales receipt with one click.

A bundle item may comprise both inventory and service items. System tracks the inventory of the individual components within the bundle. When you sell a bundle, the quantities of each inventory item it contains are automatically reduced.

Create a New Bundle

  • Go to Items on the left sidebar, and select Bundles
  • Click Add New button in the top right corner.
  • On the new bundle page, fill in the following fields
    • Bundle Name: Enter a unique name.
    • Description:  It is up to 50 characters.
    • SKU: A unique internal tracking field. It is typically alphanumeric or a mix of letters and numbers. It is optional.
    • Bar Code: When you scan a product, the system looks up the barcode number to find the corresponding item record. It is optional.
    • Rate/Price: Enter a unit price of bundle item. You can compare with the total components value display next to this field.
    • Uom: Default unit of measure is Ea (each).
    • Print Details on Invoice/Receipt: Select this option if you want system shows component detail of bundle item on Invoice or Receipt printing form.
    • Components: Click “Add Component” button and fill in the component item
      • Item. Select an item from the dropdown list.
      • Description. Automatically filled when you select an item.
      • Quantity: Enter quantity.
      • Uom: Default unit of measure is Ea (each).
      • Click Save button
      • Repeat adding component until it is complete.
    • Click Save
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