In ERPLY, you can combine products that you want to sell together as one. When you create a bundle ERPLY will pull the products included in the recipe out of inventory every time the bundle is sold.
At a Glance
- Creating a Bundle Parent Product
- Adding Products to a Bundle
- How is Stock Deprecated for Bundles
- Show Reports for Bundles
Creating a Bundle Parent Product
Create a new product by navigating to the PIM module and selecting the “+” next to “Product Catalog” in the dropdown menu.
Navigate to the “Type” menu in the Product Card, and select “Bundle.” Check the setting labeled “non-stock product or service.” Continue filling out the information. This includes choosing a name, price, product group, and identifier codes.
Once this information is entered, select save in the top right corner.
Adding Products to a Bundle
In the bottom bar, you will now see a button labeled “Recipe.” If the bottom bar is hidden, you can unhide it by clicking the yellow arrow button on the bottom left of your screen.
This is where you will select the products and quantity of products which are included in the bundle.
icon of the Components bar.
Once satisfied, click out of the Recipe menu. Select save in the top right corner again and your bundle is ready to be sold.
In the “Product Catalog,” any Bundle item will have a “B” listed next to it.
How is Stock Deprecated for Bundles
A bundle does not have inventory. When selling a bundle, components are deducted from stock individually.
In the example screenshots above, we have created the bundled product “Blue Outfit.” It contains 1 medium pants, 1 medium blue hat, and 1 blue shirt. If a customer purchases a Blue Outfit bundle, it will be reflected in the inventory as -1 medium pants, -1 medium blue hat, and -1 blue shirt.
Show Reports for Bundles
The Cost of Goods Sold (COGS) report for Bundles can be accessed through the Cost of Goods Sold drop-down option of the Reports module.
Select the desired Bundle in the Products tab and the option with which you wish it displayed. The two options are outlined below:
- Showing bundles as bundles – This will show all COGS data on bundle sales listed on a separate line.
- Showing them as separate items – This combines the warehouse price of the items and measures it against the price you sold the bundle for.
These selection are marked in the display of the COGS page below:
When satisfied with your selection, you can create the guide at the bottom of the page.