Bundles

This article covers bundled product and kit management within Qoblex.

A bundle is a group of related products sold as a single package. Bundles might include items commonly used together or complement each other in some way. For example, a bundle might include a printer, ink cartridges, and paper.

Bundling is a functionality that allows you to group and sell goods together as one finished product. It also automatically calculates and tracks bundle inventory levels, costs, and weights as the bundle parts change over time through sales, purchases, and adjustments.

Create a bundle

There are various ways to create a bundled product:

• The bundled product is created as a separate, standalone product.
• The bundled product is a variation of an existing product.

To create a bundled product:

1. Go to the Inventory Listing view.
2. On the top right corner, click Add Product.
3. Enter the product details.
4. Go down the page and click on Convert to Bundle.
5. As the Created Bundle window automatically opens up, click on Add bundle item to add the bundle parts, one at a time.
6. In this example, we will bundle 1 Shirt with 1 pair of socks.

In the following example, we will outline the steps to creating a bundled product by building a bundle composed of one shirt and one pair of socks.

Sample on how to create a bundle

The bundled product will have the following properties:

The bundle is a variation of an existing product

For example, if cups are sold in quantities of 1 unit, 3 units, and 6 units. A good and efficient way to manage the cups inventory is to set up one product “Cup” with 3 variants:

• A simple variant
• A bundled variant made of 3 units of the simple variant above
• A bundled variant made of 6 units of the simple variant above

Now, if 100 cups were received via a purchase order into your inventory, the various variants’ stock levels will be as follow:

• Simple variant: 100 units
• 3 units bundle: 33 units
• 6 units bundle: 16 units

Create a variable bundle

A variable bundle is a product with variants representing recipes containing items.

To create a variable bundle:

1. Go to the Inventory Listing view.
2. Search for the name of the product and click on it. (Ex: Shirts)
3. Go down the page and click on Add Variants.
4. Add a variant of your choice (Ex: Color) and the value that goes along with it (Ex: White). (Press Enter after each value for input)
5. Click on Save.
6. Repeat the same process for the other parts of the bundle.

Convert a variant to a bundle

In the example below, two variables are displayed. One is converted as the icon  shown next to its name. While the other one is not converted yet, as no icon is showing next to its name.

To convert a variable to a bundle:

1. Go to Inventory.
2. Search for the name of the product and click on it. (Ex: Shirts)
3. Go down the page where the variants are displayed.
4. Tick the box next to the name of the unconverted variant (Ex: Black).
5. Click on Bulk Actions in the top right corner of the list.
6. Click on Convert to Bundle.
7. Click on Add line.
8. Type the name of the product along with the suitable variant. (Ex: Shoes – Black).
9. Click on Save, and the icon will automatically show next to the name of the variant.

The cost of a bundle is automatically computed from the bundle parts. However, the prices will be left to be chosen.

Convert an existing product to a bundle

Follow the steps below to convert an existing product to a bundle:

Convert a simple product to a bundle

1. Go to the Inventory Listing view.
2. Search for the name of the product and click on it. (Ex: Shirts)
3. Go down the page and click on Convert to bundle.
4. Click on Add line.
5. Type the name of the products with the corresponding variants.
   (Ex: Shirts – White with Shoes – White).
6. Click on Save.

Delete a bundle

Deleting a bundle is similar to the following:

• Deleting a product (if the bundle has been created separately).
• Deleting a variant (if the bundle has been created as a variant).

Deletion of a bundled product does not delete the bundled parts.

Bulk convert existing products to bundle

1. Go to the Inventory Listing view.
2. Search for the product’s name and click on the three dots in the top right corner. (Ex: Shirts)
3. Click on Import bundles.
4. Click on Download a Template or Download an Example.
5. A template will be automatically downloaded. (See example below)

The template has various functions: