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:


Twitter Feed

OpenCRM #DataMigration can be a real tricky one, here's a checklist of things to watch out for!
OpenCRM #SaaS marketing can be a challenge but we point out some of the easy wins new blog post


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


Your Data Migration C…

So you want to start using a new CRM solution? You might be a CRM first-timer, or you could be migrating from one CRM provider to another. Perhaps you feel your existing implementation has become too expensive or no longer meets your requirements; there are countless reasons that might prompt a move. As well as getting the new system up and running and educating your Users, one of the main challenges is getting your data brought into the system. There are a...

The Challenges of Mar…

As a newcomer to the tech industry I am learning fast that marketing Software as a Service (SaaS) is different to marketing in any other industry. Marketing in its own right is a difficult beast to tame and get right, but when you are faced with the challenge of marketing a product that you can’t hold or play with, that is constantly being updated and is only of interest to a fraction of B2B companies, it becomes a completely different species. However...

Reflecting on Technol…

It is my birthday this week (yay!) and I will be marking my 1/3 of a century…or 33 to non-number nerds. The older I get, the more I find myself using that dreaded “when I was young…” phrase and the recurring theme seems to involve the technologies that simply weren’t around back in the day, but are completely ubiquitous now. The big one that virtually always tops the list of the most important technological advances in recent time is the Internet. And...

Don't Wish 2016 Away

We are officially one month into 2016 and what a quick 35 days it has been! The food-induced coma we were all in over Christmas merely seems like a few days ago, rather than weeks. But they say time travels fast when you are having fun and that has certainly been the case at the start of this year. The team has come back motivated for 2016 and a good thing too as there has certainly been a lot going on to...

Up, Up and Away

We are lucky to be able to say that the CRM software development industry is continuing to reach new heights. The rate of businesses investing in cloud hosted SaaS, like OpenCRM, has been continuing to go up, up and away! A recent press release by Gartner predicted that there will be a further 20.3 per cent growth in the cloud hosted service industry in 2016* - so things are looking up. So where is all this hot air coming from? Data Security Cloud...

A Brew With…Matt Stim…

This month we are talking to Matt Stimpson, director at Thirsty Work, a leading provider of water cooler and drinking solutions based in the South West. Launched 18 years ago, the company offers a range of bottle and mains fed water coolers, water fountains, water boilers, and three-way filtered taps. Tell me a little bit about Thirsty Work? Thirsty Work is the leading provider of water coolers and boiler provider to businesses across the South West. We are based in Devon...

Have you stuck to you…

It’s hard to believe we are already one month into 2016. Time is moving so quickly - one moment you’re reviewing last year and making resolutions for the New Year, the next you realise Valentine’s Day and Easter stock is already on display in the supermarket. Keeping track of time and New Year’s resolutions is always quite difficult, especially when you are busy. Whether the resolution is your own personal one - mine was to get fitter (I see you dusty...

Business Superhero of…

It may seem an unusual pick for our Business Superhero feature, but with the passing of music legend, David Bowie, we’ve all been reminicising about what he meant to each one of us. The more we explored and discussed his life, the more I realised how much the business world could learn from David Bowie’s life. David Bowie was a music, fashion, and cultural icon, he had the genius ability to reinvent himself time and time again, always refusing to stand...

A Fresh Outlook on a …

Over the last few days you may have noticed the temperature has dropped a few degrees - giving us ‘fresh’ mornings as we say in Yorkshire. This also gives us the opportunity to have a ‘fresh’ look at our work focus – tenuous I know but you get it...right? Having a fresh outlook doesn’t have to be a brand new start, it can be simple things like buying yourself a new pen or work folder, a new blouse or shirt, or even...

Saving Money With CRM

Whether you are selling a product or a service, the mechanics of how to make a profit are set in stone. Before making profit, you need to cover your business costs. Staff, premises and stock are initial expenses not to mention ongoing bills and advertising. A successful implementation of a CRM solution is a serious way in which a business can start saving on overheads paving the way for increased profitability. Here are five examples of how CRM can help...

Adding Product Images…

When you are communicating with your customers and/or potential customers, you want everything to be as clear and perfectly branded as possible. This is one of those areas where using the email templates and PDF templates within OpenCRM can be so incredibly useful. You know that every email sent from your system will use the correct signature and font, as well as the exact message you need to convey. Each and every PDF template will have the correct terms and conditions...

Thank You to the Team

While many of us enjoyed 10 days off at Christmas and New Year – not everyone had this luxury, with many businesses still fully operational during this time.  As a 24-hour system, OpenCRM was also running a skeleton staff over the festive period with team members monitoring our support desk and servers throughout the holidays. I would like to take this opportunity to thank them for their efforts. We are extremely grateful for their professionalism and expertise at this time of year...

Hitting Marketing Cam…

It would be fair to say that 2015 boasted some excellent marketing campaigns. There were some pretty big launches from the technology industry - Apple, Salesforce and Spotify did a lot to get the marketing ball rolling. In my personal opinion, it was the movie industry though which set the bar higher than high last year. The three film companies that stood out for me were some nostalgic blasts from the past - these guys managed to catapult themselves into the...

OpenCRM Festive Fun!

With the holiday period fast approaching, we thought we’d encourage a bit of festive high jinks here at OpenCRM. Our final full week in the office was spent finalising work and tidying up loose end before we all disembark for Christmas with our families. But it’s not all seriousness as we thought it would be fun to pepper our busy days with a few festive activities and a good old dollop of office competitiveness. Last Monday saw the start of our five...

Business Super Hero o…

I don’t know about your office, but ours has been positively buzzing the last week over the new Star Wars film. Today, the fervour is almost out of control. We have a few who made the effort and went to see a midnight showing, staying up into the wee hours to re-connect with their childhood heroes. These brave few are being studiously avoided by those who decided to wait to see it until a more social hour, a few are out...