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 What #LeadNurturingTools do you use to make sure your funnel is full? How about #OpenCRM ? http://t.co/Q0iOxloVMV
OpenCRM Now we have your attention, we want to hear from you about who is your #businesssuperhero what makes that person so great?#entrepreneur #SME

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 The Archive: Fis…

When the water of a river stops moving it stagnates and not only will a foul smell start to rise from the murky depths but its life and soul will die off. Just like a river, your sales funnel needs to keep flowing. It won’t suffice if you just pump your CRM software full of leads as this data will remain lifeless if nothing is done with it eventually clogging up your system with redundant records. Once the leads are in...

6 Motivations to Walk…

I’ve noticed that since buying a car back in November last year and gaining an extra 30 minutes in bed per day; I have become sleepy, unmotivated and stagnant when I arrive to work in the morning. I seem to be arriving to work relying on my morning cup of tea to wake me up. Overall I’m feeling quite lethargic and unenthused! So, now the weather has taken a turn for the better, I have given myself a good talking to and...

On The Campaign Trail…

As we head into the campaigning period for the upcoming General Election, it struck me as a voter, that I find myself bombarded with information and policy from all of the political parties that I find of no interest or relevance, well not yet! Why, as a (somewhat) young working mother, would I be interested in the parties’ winter fuel policy for those over 65? Or their new guidelines for taxing corporate fat cats? So, with that in mind maybe we...

Getting Ready for Goo…

If you haven’t heard yet (and I hope I’m not the one to be bringing you this news), Google has re-written its algorithm that ranks how pages accessed from a mobile device will be ranked in search results. This has the blogging world (and Google itself) awash with a sea of tips and advice for ways to make the pages on your website more mobile friendly. You’d think Google had announced the end of the world…although, I suppose it is...

From the Archive: Fro…

It happens in the best of businesses and services – the unsatisfied customer. But in the current climate you can’t really afford to ignore the unhappy customer. The reason for their dissatisfaction is irrelevant – if you don’t do something you are going to lose business. Using a cloud CRM solution you have a multitude of tools to identify and analyse the problem areas and then to help you provide long-term solutions. What’s more this applies not only to vocal dissatisfaction...

Don’t put all your eg…

What a beautiful Easter weekend! The weather was beautiful, it was warm out and there were bunnies everywhere. I was lucky enough to stay at a beautiful hotel in the Nidderdale region, full of bunnies: Harefield hall. They have amazing views of the dales and it’s just amazingly peaceful. This weekend, I also was moving. What an exhausting process. I realised the importance of packing correctly and knowing where things need to be. Kind of like I being able to classify...

From The Archive: An …

Is it a coincidence that we have an open-plan office here at OpenCRM? Like our office set-up, a CRM solution helps break down walls and silos that are found in a traditional business model. Divisions between sales and delivery can be a cause of raised costs both financially and in terms of human resources. What’s more, these divisions are so out-dated! With the global market both growing and shrinking at the same time, the ties between sales and service delivery have...

From The Archive: Cru…

I recently caught an item in the news that listed some crucial success factors for the B2B e-marketplace and I think these can also be interpreted as “make or break” factors with regards to a successful CRM implementation. Here are some of those primary elements and my thoughts as to how they tie in with CRM: Critical Mass – When critical mass is reached in the CRM project, it becomes self-sustaining as the users can start to work with the system...

Giving Back

This week we launched a brand new part of our website called Giving Back. We will be using this area to document the charity events we put on as a company, to raise awareness for some great causes and also some money to help support them in their future ventures. OpenCRM love to involve our staff and the local community in fun projects. It may sound cheesy, but we genuinely see organising internal and external charity projects, as an important investment...

It smells like spring…

Can you believe it is the end of March already? It is officially spring, and as I write this the sky is grey, there is a light drizzle but there is something powerful in the air. Have you ever had that feeling? Like something good was right around the corner? This week I want to focus on the future, on the positive actions we can take to realise we are our own success. I am a firm believer in making my own...

A Team Effort

It’s been just over three weeks since I agreed to take part in the Yorkshire Three Peaks challenge we are doing, as a company, to raise money for the charity Papyrus. I’ve been thinking a lot more about the food I’m eating and have been trying to dedicate some time every other evening to doing some kind of fitness training. It is hard work and I’ve only just started. I dread to think what I’m going to be like trying to...

From The Archives: Yo…

As we recently celebrated our Tenth Anniversary here at OpenCRM, I thought this would be a good opportunity to crack open our blog vaults and brush the dust off some of those older posts we have written over the years. Some of the posts will not have aged too well whilst others are too date and time-specific but we have dug out some posts which our readers enjoyed a couple of years ago which we hope you enjoy as they...

Avoiding the dangers …

Here at OpenCRM, we always get a bit of the buzz in the office when something out-of-this-world occurs. We were very excited about the Rosetta landing for instance, and Richard Branson’s Virgin Galactic ventures. So, in keeping with tradition, the office discussion this week is about all about the total eclipse, which is to happen on Friday morning. Most of us can remember the last eclipse from our childhoods. For me, I was about 10, and…quite underwhelmed by the whole...

So, this is what’s go…

For the last three weeks we’ve taken a look at how an opportunity can be a great place to keep track of monetary value, in my case for my holiday. This week, I want to show you just how powerful the history subtab is. When you are planning a holiday you want to have the ability to talk to the hotels, and see if they can get you a better deal. Well, all the communication you will have in regards to this...

Our Top 10 Greatest H…

Last week was the official 10 year anniversary of OpenCRM. In those 10 years, we’ve built a system that we can be proud of and put together a fantastic team. In reflecting on the life of OpenCRM, I thought it would be fun to put together a list of our favourite features and greatest achievements (in no particular order). You might call it the OpenCRM Top 10 Greatest Hits: Email integration for every scenario A sidebar full of real-world, useful widgets Unlimited...