This is a feature available to systems which are on OpenCRM version 3.5 and above
This is a way of selling a group of products as part of a bundle. A bundle is a product item in OpenCRM, which has other products linked as Components. This means you can add this bundle, or group of products, to a quote, sales order, purchase order or invoice. For example, you might sell a PC, which consists of various components which in themselves are individual products - a processor, motherboard, memory, hard drive, power supply, case and optical drive. Selling all of these components as a single product means your customer is able to buy a complete product without missing an of the components they might otherwise not order.
This FAQ explains how to use this feature together with standard stock management.
Setting up a Bundle
To create a bundle product, a parent Product needs to be created to hold the component parts. Once that is created and saved, the components need to be linked to the product using the “Components” sub-tab:
Next, you need to add the components. You can either select an existing product can be added to the bundle (Select Product), or a new product can be created and linked (New Product).
For the purposes of this FAQ, we will select an existing Product. To add an existing Product as a component:
Adding a Product Bundle to a Sales Document
You are able to add the bundle to an Opportunity, Quote, Sales Order, Purchase Order, or Invoice in the same way that you would add a single product.
Simply navigate to the Product section of the sales record and click the magnifying glass to select the product to be added.You will then be prompted to select if you would like to use the Product Bundle as a group.
In the example below we have selected OK, to user the bundle product as a group. In the screenshot you can see the individual components of the Product bundle as listed, the quantity of product that is ordered, and under the section Group Sub Totals and Discounts you can see the Bundle itself is listed.
You can manually alter the quantities of each component product. At the end of each Product row, EXCEPT for the first Product, you can also click a link that will remove the Product from the sales record. This is why we mentioned earlier that your first product in a bundle needs to be an essential component as this cannot be removed.
From this point onwards you can continue to create your CRM records as per usual, including outputting the record to a PDF document, converting a Quote to a Sales Order, etc.
You are also able to create Duplicate Bundles. This is achieved by opening the Bundle Product and clicking the Duplicate Bundle button. This button will create a new Product including all the associated Component parts.
If you would only like to duplicate the parent Product, simply click the Duplicate button instead.
Duplicating the whole bundle would be useful when selling Product Kits which differ slightly in their component parts, for example you may sell Computer kits with varying memory capacity, or with additional hardware options such as a monitor or printer. Creating a duplicate bundle will create a new Product with Components already linked, allowing you to edit the components of the bundle. Note: This does not duplicate the component parts rather it links the original component products to the new bundle product.
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