Product Bundle

How to Manage Product Bundles

The Product Bundle module allows you to group multiple individual items together and sell them as a single packaged product. When a customer purchases a product bundle, the system automatically reduces the inventory levels for all the individual items included in that bundle.

1. Navigating the Product Bundle Dashboard

To access the module, navigate to Products > Product Bundle from the left-hand main menu. This dashboard displays a comprehensive list of all your existing bundles.

On this screen, you can utilize the following features:

  • Filters & Search: Use the top filter dropdown to view specific items (e.g., all items, extra items, or approved items) or use the search bar to find a specific bundle.
  • Pagination & View Limits: Adjust the "Show" entries dropdown to view more items per page, and use the page navigation arrows to browse through your list.
  • Data Columns: Review key details at a glance, including Bundle ID, Main Product Name, Retail Rate, Total Cost, Total Rate, the User who created the bundle, and Remarks.
  • Export Options: Use the action buttons at the bottom of the grid to Print, Export to PDF, or Export to Excel. You can also delete selected bundles from here.
**[Image: Product Bundle dashboard showing the list of existing bundles, data columns, and filter options]**

2. Creating a New Product Bundle

Follow these steps to combine individual items into a new bundle:

  1. Click the blue + Add New button located at the top right of the dashboard.
  2. In the Main Product field, type the name of the primary product (e.g., "Mobile") and select it from the dropdown list. The system will automatically fetch and display the product's Retail Rate.
  3. In the items grid located at the bottom half of the screen, click to add the supplementary items that will make up the bundle (e.g., "Battery Charger").
  4. Adjust the quantity of the bundled items if necessary.
  5. Click the Save button at the bottom of the grid. A green success message will appear confirming the bundle creation.
**[Image: Add New Product Bundle screen showing the main product selection and the supplementary bundle items list]**

3. Adding Bundle Stock

Once a bundle is created, you need to define how many units of this bundle are available in stock.

  1. From the bundle details screen, click on the Bundle Creations tab.
  2. Click the Add Bundle Stock button on the right side.
  3. Select the specific Branch where this bundle stock will be available.
  4. Enter the Bundle Stock Count (the number of bundles you are making available).
  5. Select the current Date.
  6. Optional: Enter a Remark. This is highly useful for internal communication (e.g., noting "This bundle offer is valid until December 31st" so other staff members understand the promotion's timeline).
  7. Click Save.
**[Image: Bundle Stock Creation popup showing branch, count, date, and remark fields]**

4. Unbundling Stock

If a promotional offer expires, you may need to break the bundles apart and return the items to your standard individual inventory. This is done using the Unbundle feature.

  1. From the bundle details screen, navigate to the Unbundle tab.
  2. Click the Add Unbundle Stock button.
  3. Select the Branch.
  4. Enter the number of bundles you wish to dismantle in the Bundle Stock Count field.
  5. Select the Date and add an explanatory Remark (e.g., "Promotion ended, returning stock to regular inventory").
  6. Click Save. The individual items will instantly be returned to your general inventory counts.
**[Image: Unbundle Stock popup showing fields to revert bundle stock back to general inventory]**

5. Editing Bundles and Advanced Settings

You can easily modify an existing bundle or adjust advanced system parameters.

  1. To Edit: Simply double-click on any bundle row directly from the main dashboard, or click the Options dropdown and select Edit. You can add or remove items from the bundle, update remarks, and click Update to save changes.
  2. Miscellaneous Tab: While in the edit screen, click the Miscellaneous tab to create and add brand new custom fields specifically for that product bundle if your business requires unique tracking data.
  3. Settings Tab: This tab contains nearly 50 toggle switches that control various system behaviors related to the product (e.g., hiding/showing specific departments, requiring multi-rate authentication, SAP integration toggles). Simply flip the toggle to enable or disable a specific parameter.
**[Image: Settings tab displaying various toggle switches for advanced product configuration]**
Best Practice Tip

The options found under the Settings tab control core system behaviors. If you are unsure about what a specific toggle does (for example, integration settings or authentication rules), please consult with your system administrators or AiPSoft officials before making changes.

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