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How to create and use bundles

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.

 

1) Go to Inventory Tab

2) Under Inventory select new on the upper right hand corner, this will allow you to create the new bundle product

3) Enter product information and select type as bundle
Once information is entered select save in the top right corner

4) After you save you will see this message

5) Below the message you will see new tabs that appear after saving
Click the tab that says Recipe
Here is where you will select the product and amount of the product you want to be in the     bundle (every product added here will be pulled from inventory when the bundle is rang out)

6) Select save in the top right corner again and your bundle is ready to be sold!

7) The Bundle will pull every item in the recipe out of inventory automatically. Assign the inventory amount for the bundle based on how many of the bundles you will have in stock.

Ex.

Headphones are bundle product.
It contains 2 plugs and 1 extra wire.

We’d register stock that we have 4 headphones (as bundles in our stock).
It does not matter how many plugs and wires we have in the stock.
Customer purchases all 4 headphones.
From warehouse goes out: 4 headphones +8 plugs + 4 wires.

 


Example: 

Step 1:

Create your Fabric (component)

  • Click on the inventory module on top left of your screen.

  • Click on the “new” icon “+” to create your Fabric

  • Enter the name of your fabric along with additional information such as price, cost, units.  Be sure to click the “yds” option from the unit dropdown since you are dealing with yards here.

  • Be sure to click on save when you have finished creating your Fabric.

 

Step 2: Creating your Shirt in correlation to your Fabric

  • Click on the inventory module on top left of your screen.

  • Click on the “new” icon “+” to create your Shirt

  • Enter the name of your shirt along with additional information such as price, cost and units. Be sure to click on the “pcs” option from the unit dropdown since you are bundling this shirt with a Fabric which you have already created.

  • ** make sure to select “Bundle Product” for the type of product.

  • –  Be sure to click on save when you have finished creating your shirt.

 

–   you will now notice extra tabs on the bottom of this product card.

 

  • Locate and click on the “Recipe” tab. You will now see a line asking you for the component along with the amount of that component to be added.

 

  • For the example above I have added the Fabric which was created earlier along with an amount of 2.3 yards to be deducted. To confirm this you must click on “Add” when you have typed out the component and the amount.

 

You have successfully added a fabric along with a shirt into your inventory. Now when you sell a shirt, the corresponding amount of fabric will be deducted from the stock.  If you set your reorder points on your fabric (stock level tab on product card) you will be able to retrieve reports on when the fabric is running low for reordering (use the reports for this).

We currently cannot prompt at POS that a component of a bundled product is out of stock.

The other way to do this would be to sell the fabric by the yard, and the sell the tailoring service on top of that as a service, whether that be to make it into a shirt, or pants, or whatever.  Then you won’t need to average amount of fabric per item, you can put in what you’re actually charging for/using.