Bundles

Create products out of other products (also known as kits)

Valerie avatar
Written by Valerie
Updated over a week ago

A Bundle is a new entry in your inventory comprised of existing products or variants.

Like a recipe for a dish comprised of multiple ingredients or a buy-one-get-one-free deal with two products included.

Bundles are included on Standard plans and above

(Learn more about our plans and upgrading here).

Any product or variant can be converted into a Bundle.

Making a product a Bundle will allow you to select the "components." A Bundle can have one component or many components.

Here are just a few things you can accomplish with Bundles:

Need Help?

Starting with Bundles can be challenging. After you complete the quick questionnaire below, we'll send you a custom video tailored to your needs.


Use Cases

Food/Recipes/Gift baskets

Take ingredients from your catalog and combine them into something your customers want. We'll walk you through an example of how you can create a cheeseburger product. When it sells, the ingredients will be accurately pulled from your inventory.

Breaking a case into singles (and vice versa)

Do you receive products from your vendor in cases and also want to sell them as individual units (or singles)? Or do you receive singles and sell them as cases?

Either way, we've got you covered.

Pours/Mixed Drinks

Suppose I sell wine by the bottle and by the glass. With a Bundle, I can ensure the inventory always comes out of the same place.

For mixed drinks, we'll create a Bundle composed of multiple items; simply add the components one by one.

Tracking Commissions

Save time by accurately tracking sales commissions using Bundles. With Bundles, it's easy to see who sold how much of what is on our Product Sales Report.

Alternate Pricing

Let’s say we’re selling a water bottle and want a price for customers and a discounted one for employees. Use Bundles to make this distinction easy and ensure everyone gets charged the correct price at checkout.


Creating a Bundle

Scroll down to the "Variants & Defaults" section from the Edit Products page.

Create a new variant (if necessary).

Using your trackpad or the side scroll button, scroll over to the gear wheel and select "Convert to Bundle."

Then, you can tie it to a component and let our system know how much to deduct each time the Bundle is selected.

If you need to edit or remove the Bundle, go to the same gear wheel.


Reporting

The Bundle Report shows all the current Bundles, their components, and how much will be deducted for each sale.

The Product Sales Report will show the sale of the Bundle. Components deducted because of the sale will not show up on this report. The cost shown will be automatically calculated based on the current lot cost of that Bundle's components at the time of sale.

The Vendor Sales Report will show the sale of the Bundle in regards to which vendor is assigned to the Bundle.

Vendors assigned to components will not show on this report (much like the Product Sales Report). But you can assign multiple vendors to the Bundle if you want the sale to show under multiple vendors in the Vendor Sales Report.

The Inventory Change Report shows the change in quantities of the components. Choose only to show Bundles or filter them out using the "Filters" button.

The Inventory Report shows all non-Bundled products and components. Only components appear on this report to ensure we aren't double-counting products in your inventory.

  • NOTE: If you plan to reverse your bundle/component setups, be aware that you will be essentially starting with a new set of inventory and inventory history for those products. We encourage you to download any relevant reports before making the switch.


Things to Note:

  • Thrive calculates the costs and quantities in stock for Bundles, so there is no need for complicated math!

  • Thrive does NOT automatically recognize standard unit conversion. In other words, unless you tell it, our system does not know that 1000 milliliters go into 1 liter or that 16oz are the same thing as 1lb. You can learn more here.

  • Bundle quantities are directly tied to their component quantities and cannot be set directly. If the quantity seems wrong, check the amount in stock for each component (on the Products page).

  • Bundles cannot be added to Stocktakes.

  • Bundles can be added to Purchase Orders and Internal Transfers and received at the default cost (not lot cost).

  • Bundles appear on your POS like any other product and are designated with an icon on your Products page as seen below:

  • Use the "Filters" button on the Products page to "Show bundles only."

  • Adjustments made to quantities of components will be reflected in the available bundle quantities.

  • You cannot create a Bundle out of another Bundle, but Assemblies will help with most of those situations.

  • As of June 4th, 2024, Bundles with a component set to 'inventory tracking off' will no longer zero out the Bundle’s quantity, provided at least one component has inventory tracking enabled.

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