Bundles, kits, and composite variants

This article covers bundled product and kit management within Stock&Buy.

Bundling is a functionality that allows you to group and sell goods together as one finished product; it also automatically calculates and tracks bundle inventory levels, costs and weights as the bundle parts change over time through sales, purchases, and adjustments.

You might also want to look at our support for the Bill Of Material as part of the Manufacturing module.

Create a bundle

There are various ways to create a bundled product:

• The bundled product is created as a separate, standalone product.
• The bundled product is a variation of an existing product.

To create a bundled product:

1. Go to the Inventory Listing view.
2. On the top right corner, click Add Product.
3. Enter the product details.
4. Go down the page and click on Convert to Bundle.
5. As the Created Bundle window automatically opens up, click on Add bundle item to add the bundle parts, one at a time.
6. In this example, we will bundle 1 Shirt with 1 pair of socks.

In the following example, we will outline the steps to create a bundled product by building a bundle composed of one shirt and one pair of socks.

The bundled product will have the following properties:

Available quantity.

The bundle part will rule out the bundle total stock quantity with the minimum stock level. In the example above, our bundled product’s stock level is 100 units as we only have 100 available Shirts.

Weight

The bundled product weight will be the sum of the bundled part weights. In our example above, the bundled product’s weight will be 80 grams (assuming the default unit measurement is grams).

Moving average cost

The bundled product moving average cost will equal the sum of the moving average cost of all bundle parts.

Bundles of bundles, a.k.a nested bundles, are not supported at the moment. The reason is that any nested bundle setup can be simplified to a flat, simple, and non-nested bundle structure.

Tracked vs. Untracked inventory

The bundle inventory policy (tracked vs. untracked) is ruled by the bundle parts. The bundle cannot be set to Untracked if one or more bundle parts are tracked. If you want to set your bundle as an untracked product, you need to set all the parts as Untracked before switching the bundle’s inventory management policy to Do Not Track.

Allow overselling when sold out.

Bundle products cannot be set to oversell when they have one or more items set to Not oversell. If you want your bundle to oversell when out of stock, then make sure all the bundle parts are set up to oversell before switching the bundle’s setting to “Allow overselling” when sold out.

The bundle is a variation of an existing product.

As an example, if cups are sold in quantities of 1 unit, 3 units, and 6 units. A good and efficient way to manage the cups inventory is to set up one product “Cup” with 3 variants:

• A simple variant
• A bundled variant made of 3 units of the simple variant above
• A bundled variant made of 6 units of the simple variant above

Now, if 100 cups were received via a purchase order into your inventory, the various variants’ stock levels will be as follow:

• Simple variant: 100 units
• 3 units bundle: 33 units
• 6 units bundle: 16 units

Create a variable bundle

A variable bundle is a product that has variants that represent recipes that contain items.

To create a variable bundle:

1. Go to the Inventory Listing view.
2. Search for the name of the product and click on it. (Ex: Shirts)
3. Go down the page and click on Add variants.
4. Add a variant of your choice (Ex: Color) and the value that goes along with it (Ex: White). (Press Enter after each value for input)
5. Click on Save.
6. Repeat the same process for the other parts of the bundle.

Convert a variant to a bundle

In the example below, two variables are displayed. One is converted as the icon   shown next to its name. While the other one is not converted yet as there is no icon showing next to its name yet.

To convert a variable to a bundle:

1. Go to Inventory.
2. Search for the name of the product and click on it. (Ex: Shirts)
3. Go down the page where the variants are displayed.
4. Tick the box next to the name of the unconverted variant (Ex: Black).
5. Click on Bulk Actions on the top right corner of the list.
6. Click on Convert to Bundle.
7. Click on Add line.
8. Type the name of the product with the suitable variant. (Ex: Shoes – Black).
9. Click on Save, and the icon will automatically show next to the name of the variant.

The cost of a bundle is automatically computed from the bundle parts. However, the prices will be left to be chosen.

Convert an existing product to a bundle.

Follow the steps below to convert an existing product to a bundle:

Convert a simple product to a bundle

1. Go to the Inventory Listing view.
2. Search for the name of the product and click on it. (Ex: Shirts)
3. Go down the page and click on Convert to bundle.
4. Click on Add line.
5. Type the name of the products with the corresponding variants.
   (Ex: Shirts – White with Shoes – White).
6. Click on Save.

Delete a bundle

Deleting a bundle is similar to the following:

• Deleting a product (if the bundle has been created as a separate product).
• Deleting a variant (if the bundle has been created as a variant).

Deletion of a bundled product does not delete the bundled parts.

Bulk convert existing products to bundle

1. Go to the Inventory Listing view.
2. Search for the product’s name and click on the three dots in the top right corner. (Ex: Shirts)
3. Click on Import bundles.
4. Click on Download a Template or Download an Example.
5. A template will be automatically downloaded. (See example below)

The template has various functions:

BUNDLE SKU	Example: “Shirts & Shoes”
BUNDLE BARCODE	Example:

You can fill in the SKUs of the bundle alone or the barcode alone as they are both sufficient to identify it. 

COMPONENT SKU	Example: Shirts
COMPONENT BARCODE	Example:

You can fill in the SKUs of the component alone or the barcode alone as they are both sufficient to identify it.

QUANTITY IN BUNDLE

Example: 100 Shirts

The quantity in the bundle represents the quantity of the component in the bundle. (Example: 100 “Shirts” in “Shirts & Shoes”)

BILL OF MATERIAL

False

This indicates that the bundle is a BOM used during the manufacturing process, which does not apply in the case of a bundle.