Product Bundles

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.

If you want the fixed product, separate options to display on the quote without indentation and arrow symbols, then toggle off the INDENT LINES setting.

You can also create a bundle with a parent product that does not display a price or does not display the parent product at all.  Create a product with NO PRICE type.  If you want to hide the Parent Product, then select the checkbox "If used as a parent, hide this line item".  This will hide the parent product on the quote to the customer so that only the bundle child products are displayed.  So, this product essentially becomes a "container" for the bundle that is selectable by the user creating the quote as an easy way to add a group of products to the quote without adding an empty parent.

Alternatively, you can leave the box unchecked and the parent product will still display on the quote, but with no price.  Use this method if you want the bundle to include parent product as a line item to the customer, but don't want it to have a price.