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

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:

OpenCRM Flickr Feed

Twitter Feed

OpenCRM Students urged to consider coding for new internship opportunity @thenortherecho #OpenCRM #Internship
OpenCRM Don't forget to follow our @HelpCRM account for tips & tricks on using OpenCRM


Software Add-ons Ltd
1 Battalion Court
Colburn Business Park
North Yorkshire
United Kingdom
+44 (0)1748 473000
+44 (0)870 125 5962
Reg #:
England & Wales 05387424

marker Find on Google Maps


Business Super Hero o…

Last week, The Walt Disney Company announced ambitious expansion plans to bring two iconic films – Star Wars and Toy Story – to life. At its D23 EXPO 2015, fans were told that a Star Wars-themed land will be coming to both its California and Florida parks. These will be the largest single-themed land expansions to date, covering 14 acres each, and will transport guests to a never-before seen planet. The Toy Story-themed land will be slightly smaller, at 11 acres, and...

Mod, Ska and CRM

We have recently welcomed another rock star, Jonny Moss, to the team (in addition to Tom-the-rock-star-come-project-manager-Chapman). He has given up his eight-year tour down under to come and work with the team at OpenCRM. We are quite the talented bunch here, with two bassists, two guitarists, one vocalist, two drummers, and myself - a multi-instrument maverick – all on the payroll. We could form not just one, but two OpenCRM bands if we wanted to! On this note, I’ve been thinking...

Broadening your socia…

It seems quite ridiculous to talk about how being sociable is key to a good customer relationship management model, but sometimes it is good to discuss the obvious. If your customers feel like you are interested in their lives and that you are easily contactable, they are much more likely to feel like they can approach your team and communicate their needs effectively from the word go. We often talk about the key word central to CRM – relationships - but where...

The importance of cus…

Too often, Software as a Service (SaaS) providers are so keen to get their customers’ systems configured, they forget to listen to what their customers actually need. They let their efficiency leave their client feeling left in the dark, when they really should keep their customer in the navigator’s seat on their journey. We have a saying here at OpenCRM - we want to be working on the same side of the table as you, tackling the problem you are having...

Are you delighting yo…

More than ever before, wherever there is a relationship between a buyer and a seller, the customer is in charge. Customers are led to brands via social media, television, personal recommendation or other means. Effectively, customer service and that relationship has begun long before any actual sale or perhaps even interaction has taken place. Today’s consumers are savvy, and they are armed with resources to carry out their own research before even making any enquiries about products or services. Rather than...

A Brew With…Dan Elson…

This month we are talking to Dan Elson, Operations Director at Future Generations Disposals, who has used OpenCRM since he first launched his business in Essex four years ago. Tell me a little bit about your business? We are an IT disposal company working with firms who have redundant IT products, either because the equipment is faulty, old or surplus to requirement. Our IT recycling and disposal solutions ensure our customers know that their old equipment has been disposed of in a...

5 hidden gems of Open…

Operating in such a high tech industry, it’s normal for OpenCRM, as a product and a company, to be continuously evolving. With every change comes increased functionality and diversity from an already broad product and, even as a staff member, I am regularly discovering new features that eventually become integral to my day-to-day working life. Here are my top five favourite discoveries……   1. JotForm Integration - There are three elements to the JotForm integration. Linking your JotForm account to OpenCRM -...

The History of Invent…

Is CRM one of the most important technological innovations of all time? You might think I’m biased for even suggesting it, but bear with me, I promise I’m not just putting it out there for shock value. We can look back throughout history and see that there are technological innovations that genuinely changed how people interacted with their environment and lived their lives. The way I see it, these items fall into one of two camps: Communication or Efficiency. Some of our...

Business Super Hero o…

Ten years since it was founded, it’s difficult to think of another innovation that’s created as big a revolution in technology as YouTube. As one of the three founders, and later its CEO and adviser, Chad Hurley became an overnight millionaire and a #BusinessSuperhero when YouTube went viral in 2005. It was a phenomenon and no one was surprised when it was then bought by Google a year later for a staggering $1.65 billion. Beginning as a solution to a...

Finding your Richmond…

Music festivals might not be everyone’s cup of tea but I adore the festival scene and I enjoy attending many a festival year on year as either a volunteer or punter. There are many reasons for this - I love the shared community spirit, I have a deep passion for music and it's just nice sometimes to get stuck in and enjoy a few days outdoors in the elements. Most festivals provide the audience with an assortment of entertainment - live...

From The Archive: St…

One principle aim of a business is growth – whether in market sector, in turnover, or product portfolio for example. In a fragile global economy people may either be hesitant to invest large sums of money into a business, or simply do not have the means to do so. Other ways of encouraging growth are by streamlining the business productivity and looking at ways of reducing cost. There are many ways in which improving efficiency can be addressed, and ta...

Yes, but what inspire…

I work as the Multimedia and Interface Designer for OpenCRM – which in simple terms means that I design an array of different types of graphical assets for the company. From email marketing documents and sales collateral, to the company website and the new look which we are currently working on for OpenCRM(keep your eyes peeled for V4). In my post the other week I compared how the modern design world was seemingly pulling inspiration from ideas used back in the...

Happy 10th Birthday t…

I sometimes look back on the last 10 years and can't believe how much we've accomplished! The team have put together an amazing infograph to reflect on how much we've grown as a company, a system, and a team. About eleven years ago, I started making some plans to start a new business, one that would use all the enthusiasm I had for both sales and the latest technology. It took some time, but after a few months, we had a...

Making CRM Your Daily…

A lot of our daily life revolves around tasks that are repeated time and time again. Especially during the working day there are regular jobs to do - information to be recorded and stored, reports to be created and used. Half the battle of making your own life easier is to find the most efficient way of managing those tasks, and sticking to it. I’m not a graphic designer, however occasionally I do need to create images so I find myself...

From The Archive: Win…

You have a very valuable resource and that is your customer base. As well as having the names and addresses of your customers, your hosted CRM solution is able to link quotes, sales orders and invoices to those records, allowing you to build up a complete history of the business you have conducted with each of your clients. As mentioned your customer data is valuable as this gives you a list of people you have previously done business with. Rather than...