Product bundles and kits

The idea

A customer wants plank, underlay and trim. A product bundle lets your team sell them as one line, with one price, while the stock stays on the three real items. The screens use example data from a demo company that sells flooring.

Step by step

Step 1. Create the kit item

1. Open the item (here the Harbor Floor Kit). Maintain Stock is not ticked, so the kit holds no stock itself.

Step 2. Build the bundle

1. Open the Product Bundle list and open the bundle.
2. Parent Item is the kit. The Items table lists the parts and the quantity of each in one kit. The form's note says the package item is not a stock item and is a sales item.

Step 3. Sell the kit

1. On a new Sales Order or Quotation, type the kit in Item Code. It is offered because it is allowed for sales.
2. After you save, a Packed Items table lists the parts, scaled to the quantity sold. (This is taught from the product; the training film never saves, so it is shown as a diagram.)

Step 4. Watch the stock

1. Stock comes off the parts, not the kit.
2. The Product Bundle Balance report shows the kit with zero actual quantity and its bundle quantity, which is the smallest part.

What you may see on your own site

• Your kits, parts and quantities are your own.
• The kit item must not hold stock.

Common mistakes

1. Ticking Maintain Stock on the kit item. Count the parts, never the kit.
2. Forgetting a part in the bundle. The missing part is never taken from stock.
3. Expecting packed items before you save. They appear after the document is saved.