Overview
A bundle is a group of assorted products (or multiple quantities of the same product) sold together under one product code (SKU). Setting up bundles is an effective way of managing inventory as the stock transactions get split down to the component product codes without having to manually transfer stock in and out of different codes.
The total amount of available stock for the bundle will automatically be the lowest number of the underlying products within that bundle:
Example 1: Bundle consists of 1 x Product A (25 units in stock) and 1 x Product B (10 units in stock) then the bundle will show an inventory amount of 10.
Example 2: Bundle consists of 4x Product C (16 items in stock), the amount of available bundles will be 4.
Adding a Bundle
To add/ create a product bundle, please do the following:
Click Products then Add New Bundle.
Enter a unique SKU code for the bundle.
Other details are optional.
There is no need to enter barcodes, but if there is one available, please enter it.
In the Add Product To Bundle section, select or search for the products to add to this bundle.
Type the Quantity.
If required, you can set the % Of Sales Value for each item if you want to split costs across the items in the bundle.
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.
Click Add.
As soon as you add the item to the bundle, it automatically saves the changes.
Repeat steps 3 to 6 to add all the products into this bundle.
Note: You can only have up to 200 items on a Bundle.
Converting a Product to Bundle
To learn more about converting a sole product into a bundle, please review our Convert Product to Bundle help guide.
Adding Bundles in Bulk
To upload bundles in bulk, please do the following:
Click Products then Extras.
Next, click Upload Additional Info.
Download the template Bundle.
Populate the bundle SKU, Name and Description.
Bundle Names should not exceed 99 characters.
Bundle SKUs should not exceed 75 characters.
Add Components to the Bundle using the SKU1 and Quantity1.
Use the additional numbers for more components.
Uploading a Bundle via a CSV can only upload 25 items at a time.
Once populated, click Save.
Then, back on Mintsoft.
(3PL Only) Select the Client.
Select the Type as Bundle.
Find and Upload the CSV.
Finally, Click Upload.
Adding Bundles with Pricing Breakdown in Bulk
To upload bundles with a pricing breakdown in bulk, please do the following:
Click Products then Extras.
Next, click Upload Additional Info.
Download the template BundleWithPricingBreakdown.
Populate the bundle SKU, Name and Description.
Bundle Names should not exceed 99 characters.
Bundle SKUs should not exceed 75 characters.
Add Components to the Bundle using the SKU1 and Quantity1.
Use the additional numbers for more components.
Uploading a Bundle via a CSV can only upload 25 items at a time.
Enter the Percentage in the PercentageOfPrice1 column.
This splits the cost across the items in the bundle.
Use the additional numbers for more components.
Example: Four components would be 25 in each of the PercentageOfPrice columns.
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.
Once populated, click Save.
Then, back on Mintsoft.
(3PL Only) Select the Client.
Select the Type as BundleWithPricingBreakdown.
Find and Upload the CSV.
Finally, Click Upload.
Picking Costs
The Picking Costs are pulled from the individual components instead of the overall product bundle.
Reporting on Bundles
You can use the Bundle Breakdown report to see all your bundles and the components included. To view this report, please do the following:
Click Reports then Overview.
Scroll to the Product Related Reports section.
Next, click Bundle Breakdown Report.
Another report you can use is the Bundle Inventory Report which lists all bundles and how many can be made with the available stock in Mintsoft. To view this report, please do the following:
Click Reports then Overview.
Next, click Bundle Inventory Report.