Bundles

A Brightpearl bundle is used to group several products and sell them together for a single price, this allows items to be sold together at a lower cost to the customer than it would be for them to buy the items separately. Bundles can also be used on purchases where the bundle item is ordered from the vendor (supplier) but is received into stock as multiple separate items - represented by the items within the bundle.

Creating a bundle

In order to create a bundle, the items that will be within the bundle - the components - must already exist. When importing a bundle the component items can be imported at the same time as long as they are listed above the bundle in the import file.

How to create a bundle

  1. First of all, ensure that each item to be included in the bundle already exists as a product record.
  2. Now go to Products > New product / service .
  3. Enter a name for the bundle and complete all the required fields.
  4. Assign the bundle a unique SKU.
  5. Select the Bundle tab .
  6. Select Yes to identify this product is a bundle of others.

how to create bundle product

  1. Use the search box on the left-hand side to find the products that are to be included in the bundle. When the product is listed, click on it to add it to the bundle - it is listed in the table on the right-hand side where the quantity of the item included can up changed.
    Note : A total of 40 different items can be added into a single bundle.

how to create bundle product

  1. Once all the products have been listed, save the product.

Bundles are always non-stock tracked and will display with a blue background on the products list. You can view all your bundles at Products > Bundles .

Bundles with variations

If variations of the bundle are required then multiple bundles can be created, each containing the relevant variant product. For example, a bundle contains a hat and a t-shirt, but the customer can choose between a small, medium or large t-shirt - this requires 3 bundles. It is possible to create the first bundle and then create variants of that bundle by adding "size" - this will create three bundles. Each bundle record can then be amended to ensure each different sized t-shirt is contained within the relevant bundle record. 

Inventory management of a bundle

A bundle is not a tangible product that is stocked - it is a collection of other products. Only the items contained within the bundle can have a quantity and an asset value. Therefore, a bundle will always be set as non-stock tracked.

The availability of a bundle is theoretical, based on the availability of the items contained within the bundle. You can see the current theoretical availability of a bundle by viewing the bundle from the product list, and also when adding a bundle to a sales order via the product search function.

Bundles on sales orders

When a bundle is added to an order, the items within the bundle will explode out onto their own lines once the order is saved. The sell price is taken only from the bundle record, even if the items within the bundle have their own prices used for selling them individually.

A bundle and its components can be identified by the blocks next to the line items:

RN_4_54_bundles

A bundle is a fixed set of items - it is not possible to edit the bundle contents when adding it to orders. If a different item is required then a separate bundle will be needed. Alternatively the individual items can be added with a discount line to reduce the total price to the customer.

When printing sales quotes / invoices, bundles can be displayed as a single line or with all the individual items within the bundle listed below.

bundle quote.png

Choose which to use at Settings > Sales > Sales settings.

bundle quote.png

Shipping orders with bundles

A bundle is non-stock tracked and does not have its own stock level. The stock tracked items within a bundle can be allocated, fulfilled and shipped.

Bundles on goods-out notes

When printing goods-out notes, bundles can be displayed as a single line or with all the individual items within the bundle listed below.

Bundle_GN_explode

Bundle_GN_1line

Choose which to use at Settings > Sales > Sales settings .

Bundles_GN

Bundles on purchase orders

When a bundle is used on a purchase order it is the components of the bundle which will be received into stock at the cost price used on the order.

Using bundles with integrations

A bundle is not a stock-tracked item, it is simply a holder of multiple items sold together for a single price. When bundles are used with sales channel Integrations such as eBay, Amazon, Shopify, Bigcommerce, Magento; it is not always possible to update the inventory level. Currently the following integrations support bundle quantity syncing:

bundle for channels

Accounting for bundles

When selling a bundle, the sell price is taken from the bundle product. The cost value used for posting cost of sales is taken from the individual product items within the bundle, using the FIFO costing method.

When purchasing a bundle, the purchase price is taken from the individual items within the bundle, since they are the items that are stocked.

 
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1 Comments

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    Stuart DPD

    Hi there,

    Is there a way of setting bundles to lower the inventory of the individual item contained in the bundle after a purchase? If so, how is this done?

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