Once you have created bundles, you can turn on a couple of user settings to view bundle information more easily.
The system is set up by default not to show bundles in the Products Overview.
Changing Default Bundle Settings
To change default bundle settings:
Click Settings then User Settings.
On the Product Overview Defaults tab, switch these two options to ON:
ShowBundlesInProductOvereviewByDefault.
ShowBundleInfoInProductOverview.
The product overview page will have the Show Bundles toggle set to ON. It will now display bundles by default and show a more detailed stock inventory breakdown.
Editing Bundle Components
Removing or Adding components to a bundle can only be done if the bundle hasn't been used on an order before. If it has been used, please create a new bundle so previous orders are not affected. Bundles can only be edited one by one, you cannot update/ edit bundles in bulk.
To edit bundle components please do the following:
Click Products then Overview.
Find the Bundle.
Click Actions then Manage Bundle.
To add a product to the bundle, in the Add Product To Bundle section, type the SKU, Quantity and, if required, the % Of Sales Value. In the bottom right, click Add.
To edit a bundle, in the Bundle Items section:
Quantity: Change the Quantity and click Update.
PercentageOfSalesValue: Change the value and click Update.
To remove an item, click Remove on the right.
Note: Please make sure that the percentage you have added to the items adds up to 100% otherwise the % Of Sales Value on order items will not be calculated correctly.
Export Bundles and Components to CSV
You can use the Bundle Breakdown Report to export the bundle as well as the components into a viewable CSV by following the steps below:
Click Reports then Overview.
Scroll down to the Product Related Reports section.
Click Bundle Breakdown Report.
(3PL Only) Filter by Client in the top right corner.
Then click Bulk Export.
Reporting on Bundles
To see a breakdown of the bundle or the available stock of the bundle, please use the following reports:
Bundle Inventory Report: This will show all bundles (Including discontinued) and how many can be made with the component stock available.
Bundle Breakdown: This report shows all the bundles (Including discontinued) and the components in each (Click the arrow to the left of the bundle to view the components).
Within this report, you can click Bulk Export to download the CSV with all the bundles and components.