Bundles on Sales Orders and Goods Out Notes

 

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.png

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, bundle components can be listed below the product name, or bundles can be shown as a single line without any detail about the components.

bundle_quote.png

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

bundle_quote__1_.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, bundle components will always be shown as separate line items that must be packed and shipped. The bundle line itself can be displayed as a single line or with all the components also listed in the same row.

Bundle_GN_explode.png

Bundle_GN_1line.png

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

Bundles_GN.png

Video : Bundles on Sales Orders

How to create bundles, add bundles to sales orders, and then fulfil and ship.

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