Bundles on purchase orders

It is possible to add bundle products to a purchase order, but it's important to understand that when a bundle is used on a purchase order it is the components of the bundle which will be received into stock. The cost price used will be the cost price of the components, which means the bundle price may need to be manually divided among the components.

Adding a bundle to a purchase order

When a bundle is added to a purchase order, the bundle parent will have a price of 0 and all the cost will come from the components, based on their price on the cost price list assigned to the order:

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When you click 'Receive inventory', you will see only the components are available to be received in:

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Pricing of bundles on purchase orders

It is possible that the price you are charged for a bundle as a whole is different to the sum of the costs of the bundle components. In this scenario, you would need to amend the purchase order to reflect the price you have actually been charged. There are a number of different options and which method to use is up to you.

  • Divide the difference across the components
    Taking the above example, the total cost of the components is £11, but suppose you were actually charged £10.
    You could divide the £1 difference across the four components, removing £0.25 from each price:
    mceclip4.png
    The difference could, of course, be divided another way - for example, by changing the cost of just one component.

  • Add a non-stock tracked row to reduce the value
    mceclip5.png
    With this method, the components will be received into stock at their 'full' cost, and the cost of goods code will be reduced by the value of the discount.

Bundles on purchase order templates

When sending a purchase order to your supplier, if that purchase order contains a bundle, the bundle parent and components will both appear on the template:

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This can be confusing and may result in over-ordering.

As a result you may wish to hide either the bundle parent or the components from the template. You can achieve this using some CSS.

To add the CSS, enter the template editor (either by clicking Email/Print on the order > Edit template, or by navigating to Settings > Templates > Document Templates > selecting the appropriate template). Once there, click into "HTML mode":

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In HTML mode, you can add some code to hide either the parent or the components:

To hide the parent

<style>
tr.bundle td {display:none;}
</style>

To hide the components

<style><!--
tr.inventory.bundleComponent td {display:none;}
--></style>

Generally, hiding the parents over the components is preferable.

Video

 

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