Call Us: +44 (0)1748 473000

Call Us Facebook Twitter Pinterest Linked in Instagram Youtube GooglePlus

Find out how to get 2 hours free training by referring a friend? 
What's the catch?
Articles Categories Screencasts
    calendar

How does Product Kitting work? How can I sell products as part of a bundle?

Updated: 04 August 2015 17:15:24 OpenCRM::Quotes OpenCRM::Orders::Sales Orders OpenCRM::Invoice OpenCRM::Products

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:

  1. Click Select Product and a pop-up window will appear where you can search for and select Products and add them to the bundle.
  2. Once selected, the product will be added under the components sub-tab on the product. The field “bundle product” will then automatically be set to “yes” on the Main product:


    You can repeat the process of adding products to the bundle until it is complete. It is worth noting that products will be displayed in a bundle in the order in which they are added. For this reason, it is worth making sure that the first product added is a vital component - the reason for this will be apparent later in the document.
  3. Set the quantity of the component Product as necessary, it will default to 1. To do this, you need to click on Edit Link on the appropriate bundle product line:


    This pops up a window where you can adjust the quantity of this product included in the bundle.


    Alternatively, you may have bundles containing products where you do not know the quantity needed. In this instance, you can set the Component Quantity to 0 (zero). As it is not possible to produce a sales document in OpenCRM with a product quantity of zero, you will be forced to populate this field manually each time you use the Bundle. If you forget to set this value, OpenCRM will not proceed in saving the record and you will receive the following reminder message on screen:

 

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.



Both of the options here will add the components of the bundle product to the product grid, but the option selected determines what else to do. 

  • Clicking “OK” will then create a Product grouping for the Products in that bundle with a group name using the name of the bundle product. 
  • Clicking “Cancel” doesn’t add any grouping for the products, they just appear on the product grid as any regular product would appear.

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.

 

Duplicating Bundles

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.

Rate This Article
  • 1 star
  • 2 star
  • 3 star
  • 4 star
  • 5 star
Feedback and Comments
captcha code  


You may also be interested in:

#WeAreOpenCRM



Twitter Feed

OpenCRM Wishing everyone a great #bankholidayweekend from everyone here at #OpenCRM! #FridayFeeling
OpenCRM RT @smartassessor: Anyone else got that #FridayFeeling for the bank holiday weekend? Let's hope the sun stays out! https://t.co/mB2i9MN3m3

Address

HQ:
Software Add-ons Ltd
(OpenCRM)
1 Battalion Court
Colburn Business Park
Richmond
North Yorkshire
DL9 4QN
United Kingdom
Tel:
+44 (0)1748 473000
Fax:
+44 (0)870 125 5962
Skype:
OPENCRM_UK
Reg #:
England & Wales 05387424

marker Find on Google Maps

News

Clean your Desk with …

Within our company we run a ‘clean desk policy’, this is mainly for security reasons as it would be inappropriate for us to have our customer’s documents - with their private data - on show to whomever wanders into the office. This would be bad practice, especially for a firm who work in the CRM industry. Another side to this though is office maintenance, ‘a tidy room is a tidy mind’ and it is worth bearing this adage in mind if...

Summertime Motivation

I know it may seem a little late to be focusing on a summer related blog, but it is after all the UK and as the great British weather has finally, over the last few weeks, let us enjoy some glorious warmth and clear blue skies, I though it apt to look at how the good weather and summertime activities affects us as employees. Well, I heard on local radio that 40% will have tuned into an Olympic event. At work! The...

Company News August 1…

Hello from everyone here at OpenCRM, July was an exciting time for us all and we have some great news for you, so, without further ado here is OpenCRM’s latest Company News…Beep, Beep Beep, Beeeeeeeeeep! Recently our Technical Director Phil Marsay and his lovely girlfriend Kirsty (he is punching above his weight by the way) went to a romantic Greek Island for their Summer Holidays, beautiful beaches, views and the locals were fantastic. Phil, not one to miss an opportunity, got...

Business Superhero: D…

If you don’t recognise the name, I’m not terribly surprised. Donald Davies is one of those people who worked to develop the foundations of our modern technical world who has seemingly been forgotten by mainstream history. And I can understand why, his big contribution to the world, being involved with the practical implementation of “packet switching” is more than a little technically complicated. Saying that, without this work, our modern technical world simply wouldn’t exist. I was recently watching a BBC...

When Private really m…

If you’re working on a top secret project that only a handful of people have knowledge of, it doesn’t stop you needing to be able to keep track of all the emails and tasks surrounding it. Luckily in OpenCRM, we have a suite of tools that will help you keep everything under wraps. Before I get started on the ins-and-outs of our privacy tools, it is worth mentioning that any user who is a “System Admin” will be able to access...

Gender in leadership

In the last few months, the gender gap has continued to hit the headlines with stories of women being passed over for top jobs. There has also been discussion about the pay gap between men and women in a wide variety of industries, including business, film making, and sport. But with the appointment of Theresa May as the UK’s new Prime Minister, the possibility of Hilary Clinton becoming America’s first female President, and more women like Veronique Laury and Alison Cooper...

Fields upon Fields of…

There are many reasons why you might not want every one of your users to have access to all of the information you want to hold in your OpenCRM system. With very little effort, you can prevent users from seeing certain modules or even certain records, but sometimes you need to be even more granular. Sometimes you need to control the information in an individual field. With OpenCRM, you can do just that. If there are fields that you only want to be...

Does Cost Equal Quali…

It’s no secret that I love our CRM system. I think the broad range of features available and the depth of the functionality you find in these features makes OpenCRM one of (if not the) best cloud CRM system out there. But not everyone agrees with me. Some people think that to get the best system out there, you have to spend a fortune. That the price tag is the only true reflection of quality. And they’re entitled to their opinion. I...

How can businesses ha…

It is hard to pinpoint the most innovative uses of technology in 2016 as you could say that we are now totally submersed in a growing culture of Big Data, Interactivity, the ‘Internet of Things’, UX, UI, AI, IA and many, many more buzz phrases and acronyms which make up this ‘Fourth Technological Revolution’ we appear to be in the middle of. While all of these advancements are fascinating, I always want to know how a new type of technology is...

OpenCRM TV Company Ne…

Hello ladies and gentlemen and welcome to this edition of OpenCRM TV Company News......Introduced by our very own William Winter, it's a light hearted look at what has happened at OpenCRM over the past few weeks.

Are we in the middle …

Recently, I’ve been hearing a lot about a Fourth Industrial Revolution. According to a recent article in Forbes, the Fourth Industrial Revolution is centred on “the combination of cyber-physical systems, the Internet of Things, and the Internet of Systems…it is the idea of smart factories in which machines are augmented with web connectivity and connected to a system that can visualize the entire production chain and make decisions on its own.”1 Sounds very impressive and futuristic, doesn’t it? From the literature on...

Business Superhero: W…

There are a lot of reasons to admire Warren Buffett: his investment prowess, his entrepreneurial spirit, his philanthropy, his down-to-earth perspective, his devotion to his family—you name it and I admire him for it.  Buffett serves as an example to anyone in business that enthusiasm and dedication are only part of the story when it comes to being a success in business. From watching his business and personal life over the years, there are three lessons that I personally have found...

Your Three Most Impor…

We recently blogged about how you can design eye-catching email templates in OpenCRM. This, together with the ability to track all manner of success benchmarks quickly and easily, makes the Campaigns module an attractive marketing tool. OK, so now that you have the tool at your disposition, you need to decide who to target with your message. It is all too easy to pile data into your system, but without any type of categorization that data soon becomes as much of a...

Personalities: How do…

My colleague Ashley recently published a blog post about how members of our team reacted to some role play we were doing. Which of our colleagues jumped in feet first to act their hearts out and which ones shied away from the limelight?This got me thinking about the wide variety of personalities within our business, how we all fit together and the different implications each of our personalities have on how we interact and work as an effective team. For the...

An Email Template for…

We’ve talked before about how to create and manage your email Campaign, setting up your click through links, and how you can test your emails to make sure they arrive looking perfect in your recipients’ inboxes. But what about actually crafting your emails? Our very own captive designer was recently walking some of our newest team members through the best practices for doing just that. Once completed, we thought that the tools and instructions she’d put together would be ideal for...