OpenCRM Portal
Articles Categories Screencasts
    calendar

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

Updated: 17 December 2012 17:08:30 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 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, an existing product can be added to the bundle (Select Product), or a new product can be created and linked (New Product).  Clicking to select a product will pop-up a window where you can search for and select products and add them to the bundle. 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.

You can also set the Quantity of each Product added to a bundle. In the example above, we have created a CRM package as a bundle. Here you may wish to set a default number of Professional Services Days to three instead of one. 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.

You may also have bundles containing products where you do not know the quantity needed. To continue with our example above, you may need to decide the number of professional services day on a case by case basis. Or you may sell a product such as cable, where you need to select the number of metres purchased in each different sale.

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:

You are able to add the bundle to a quote, sales order, purchase order or invoice in the same way that you would add a single product - by navigating to the Product section of the sales record and clicking 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, and they 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 (including the 3 days Professional Services), 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 product line, and at the end of each Product row EXCEPT for the first product is a button to delete the product. 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 using the Duplicate Bundle button.

This button will create a new Product including the associated Component parts - the Duplicate button will only create a Product and not link the Components.

This 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 Make sure you get all the help you need from our Support team heroes. #OpenCRM #Support #SuperPower #Education http://t.co/KtamIfioD1
OpenCRM Are you stuck #InTheWild? Get tame and ready for action with #OpenCRM http://t.co/MFIcW0IDFX http://t.co/7y31S7DwR4

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

From Zero to Hero!

I was reminiscing today about the first few weeks I spent at OpenCRM. It is incredible to think that I walked in the door, with only a minimal understanding of even what CRM was, much less its capabilities. Hitting the ground running, I soon picked up the things I needed to know as a new starter - how people took their tea and what the office dog was called! No, really, the first few months here weren’t without their challenges, but...

What's on your wild s…

The business world is a jungle. It’s hard enough getting business, your internal team should be a well organised pack, hunting in harmony. When you run a business you will want to make sure you have the right tools in your arsenal to get every sale you can get. Without becoming pushy, needy or insistent, you want to portray a calm and in control demeanour. Take the giraffe for example. It is a calm pacific creature. It harnesses the power of its...

Hidden Marketing, Sec…

Last week when I was writing this post, the BBC ran an article about subliminal advertising. They talked about how it first was introduced in the 1950s and how uncomfortable we still are with the idea of our decisions being influenced without our knowledge (not terribly surprising). What was interesting, however, was the test that was carried out by the BBC to see if they could subliminally influence a group of people to choose one type of drink over other...

Breaking the Ice

Why did two penguins jump up and down on their first date? …so they could break the ice!* Making a strong first impression with your customer’s is a crucial part of any customer relationship. Within the first few minutes of a conversation, a customer can get the gist of whether you are professional, approachable, and reliable, or not! Therefore, making sure you have the right tools to make that first impression the best it can be, is essential. Here at OpenCRM, our Project...

Man Flu got you down?

In a Cloud based solution, everything is at your fingertips. Make sure to maximise that information you share between your teams. It’s the season of Man flu. People get sick, and they stay at home in the hopes to get better and not contaminate the rest of their teams. Not only are companies struggling with illness, with extreme snow and rain, sometimes it is just safer all around to stay at home to work. But, what will you do when your...

Landing with OpenCRM

Hi. I’m Gemma. I joined OpenCRM in October. My past few weeks have taught me not only that CRM means different things for different companies, OpenCRM stands for something beyond “Customer Relationship Management”. I have learnt how fantastically our teams will work not only for, but also WITH you. Giving you, our customer, the best web based CRM experience possible. Honestly, these guys and gals are amazing! As part of my training I have been using and experimenting with the different...

Hit the Ground Runnin…

It sounds so cliché but I am going to make 2015 the year of ‘can try’ and not ‘can’t’. I have always thought I was a driven person, but the more time passes by, the more I get set in my ways. I have noticed I have started putting myself into certain metaphorical boxes; which, quite frankly are an underestimated evaluation of myself and are not fair to my actual ability and talent. I have become a bit lazy I...

Do you want to be a p…

To get your CRM project up and running, often you’ll have a team. Cloud hosted solutions allow your team to be all over the place but still have one focal point: success. What makes a CRM Project like a F1 race team? They are Fast With the right hand holding and co-ordination we like to get projects off the ground swiftly and efficiently. Communication is essential for the swift progression of the project implementation. They are Reliable Once your project is up and running, you...

OpenCRM 2015 – Here I…

Don’t you just love the fresh feeling you get when you start a new year? Taking time off has a great effect on one’s psychological state, I feel refreshed and keen to get started. I am really quite excited about what 2015 has to bring. We are working on some great projects which will come to bloom this Spring, these will be followed by lots more exciting things which are in our pipeline. The one thing that has helped me to relax...

Feeling ‘Christmassy’…

I could spend this post talking about lead conversations, time management, and how much our cloud hosted CRM software could help your business improve as we approach the New Year, but instead I want to ramble on about Christmas! Yay! As you know, today is Christmas Eve. Here at OpenCRM we are all very excited for the celebrations to begin, focusing on our daily tasks is becoming a real fight of endurance. I am definitely feeling Christmassy! I have been designing Christmas marketing...

Christmas and Time Ou…

I have been counting down the days to Christmas since the 1st of December. Now, it’s less than a week until the big day and my focus is really trying to get all my Projects here at OpenCRM to a place where I can leave them until the 5th of January. Some of these Projects involve work for customers, while others are more to do with larger scale projects, things that will have an effect on our customers, but not for...

Baa Humbug

This week my colleague Ashley and I met up and had a very successful craft night. Although this kind of behaviour is not unusual for us, we did have a good excuse; we were crafting homemade jumpers for OpenCRM’s annual ‘Cheesy Christmas Jumper’ competition, in aid of the charity Papyrus. Instead of spending our money on the jumpers, we thought let’s ‘up-cycle’ old jumpers, and save all the money for the good cause. It is quite easy at this time of...

How do you keep your …

When you have a full team of eager Sales people. how do you keep them motivated? When you have a hosted solution, it means even your traveling Sales people can connect and keep everything up to date. The visuals they need to keep motivated have been integrated into OpenCRM in the form of the pipeline in the Opportunities module, and the target widget in the side bar. I love using the target. In my new role in the sales team, I am in...

The 12 Days of CRM

On the twelfth day of Christmas my CRM gave to me Twelve Leads Converting, Eleven hot Campaigns, Ten perfect Projects, Nine new Invoices, Eight Tickets closing, Seven signed Sales Orders, Six (hundred) additional Settings, ...Five golden reports... Four lovely layouts, Three email templates, Two quotes expiring and, A new ac-ti-vi-ty

A Very OpenCRM Christ…

We had our office Christmas party on Friday…it was quite the event. The evening started out with an epic battle of wits, fought on a laser-tag battleground. After several hours of the most intense laser-fuelled warfare ever waged by a CRM company, no clear winner could be seen, the Data Dragons and Server Sharks had, against all odds, fought to a draw. When the smoke had cleared from the first battle, the Data Dragons had emerged victorious. Spurred on by the...