Selling bundles

Choose a flow

Situation

You sell a bundle of several products at one price.

Recommendation

Create a bundle-type product with components; the Quotation keeps one bundle line and the Sales Order explodes it into component lines.

Why

A bundle lives in the product catalog with its own SKU and price. On the Sales Order the bundle becomes a header and each component a real line, so reservation, delivery and cost run as usual. The bundle price is split by each component’s standalone catalog price; no bundle inside a bundle.

Steps

1. Create a bundle product with components and quantities.
2. Set the bundle selling price.
3. Add it to a Quotation.
4. Convert to a Sales Order and check component lines.

Avoid

• Put a bundle inside another bundle.
• Split the price by hand per line.

Roles & permissions

Product manager; sales rep.

Related

• Converting a quote into an order
• Product Marketing
• Sales
• Playbook: Order-to-Cash process