Product bundles allow you to group products commonly sold together so that you can easily add them to a quote.
Bundles as Product Options
You can create bundles as options for a product. Create a product and add a multi dropdown (fixed product or fixed product, separate) option. Lock the selection for any of the products that must be included in the bundle. You can select all, or any combination of the products that have to be selected. You can set a Discount for each of the bundle components using the Discount Column. For instance, you may want to give a 20% discount off of the individual product prices if all of the products are purchased together. Or you may want to make one of the products Free if the entire bundle is purchase. You can do this by adding a 100% discount to the product that you want to make Free.
Then this product is added to a quote, it will display like this:
And the line item detail page will look like this:
The bundled products are automatically selected on the option and added to the quote and the items cannot be unselected because the selection is locked on the options.
2. Grouped and Package Bundles
You can create bundles from the Product list view using the same button that you would use to create a new product.
Grouped bundles are added to a quote as individual products and quantities.
Package bundles are added to a quote as one item with one price. The price of a package bundle does not have to be the sum of the individual product prices — it can be any price you set.
For Grouped Bundle creation:
After you name your bundle and select the bundle type, you can then select the products that are included in your bundle using either product name search or advanced search. You can modify the quantities and order of the products in the bundle (using the grab bars on the product on the upper left hand corner of each product):
For Package Bundle Creation:
You have the additional field for Model Number required since a package bundle is treated like an individual product. You can also specify if the prices of the bundled products display with the Hide Bundle product prices toggle and if the price should be editable by the user on the quote editor with the Editable price toggle. On the next step (add products), you can also set the bundle price and cost.
Package ang Grouped Bundles are added to quote tables in quotes exactly like products are added. They are labeled as (Package Bundle) or (Grouped Bundle) in the product name to differentiate them from regular products and make them easy to find.
Grouped bundles are added as individual line items and each line is separately editable.
Package bundles are added as ONE product and pricing and quantity of the products included in the bundle is not editable. The price and quantity of the bundle itself is editable.