A Bundle is a new entry in your inventory comprised of existing products or variants.
Think of it like a recipe for a dish comprised of multiple ingredients, or a buy-one-get-one-free deal with two products included. Bundles automatically deduct the right quantities from your component inventory!
Bundles are included with Standard plans and above.
Chat with us for a free 14-day trial to see if the Standard Plan is right for you.
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 for Bundles
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
Use these instructions when working with the new Product Details page.
Step 1: Create or open your product
Go to the Products or Variants View of your catalog
Either create a new product or open an existing product
If creating new, add the product name and basic details
Alternatively, you can add a new variant if necessary to an existing product.
Step 2: Convert to Bundle
Go to the Variants & Bundles section
If you want the product to be a bundle, click Convert to Bundle for the main product
If you want specific variants to be bundles, create variants first, then click Convert to Bundle next to each variant you want to bundle
Step 3: Add components
In the bundle configuration screen, click Add Component
Select the component product
Enter the quantity needed for one bundle
Click Add Component again to add more components
Repeat until all components are added
Note:
Make sure to add additional details such as Price before saving.
To add a component to a bundle, it must be enabled to the same locations as the bundled product.
Done! Your bundle is complete. Each time it sells, Thrive will automatically deduct the specified quantities from all components.
Need Help? Let Us Handle It!
Running a business is demanding. Let our Professional Service team take this task off your plate, freeing you up for more important matters!
Enhanced Decimal Precision
The new experience allows for up to 10 decimal places to set up your bundles accurately.
Your decimal preferences can be set from your Settings>Inventory
Editing or Removing a Bundle
To edit a bundle, you'll go to the bundle composition screen in either experience.
To change your Bundle back to a regular product, remove all components and save. Please note, by making the change you'll lose the bundle-specific inventory history, download any needed reports first!
Bundle Reporting
The Bundle Report shows all the current Bundles, their components, and the amount that will be deducted for each sale. Perfect for Reviewing your bundle configurations and ensuring component quantities used are correct.
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 and which vendor was assigned to it.
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 the quantities of the components. Use the "Filters" button to filter out bundles or show only bundles.
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.
How Bundles Appear
Within Thrive
Bundles are designated with a bundle icon within Thrive making them easy to identify at a glance.
Filter for bundles: Use the "Filters" button to "Show bundles only" in the new Products, Variants and Bins view of your catalog.
At the Point of Sale
Bundles appear on your POS like any other product. Employees select them just like regular items, and Thrive handles the component deductions automatically behind the scenes!
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.
Bundles cannot be created or edited in bulk.
Bundles cannot be added to Stocktakes.
Bundle costs do not sync out to sales channels.
Bundles can be added to Purchase Orders and Internal Transfers and received at the default cost (not lot cost).
You cannot create a Bundle out of another Bundle, but Assemblies will help with most of those situations.
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.
If component's inventory tracking is disabled or no lots are in stock, then the component default cost (instead of lot cost) is used to calculate the Bundle cost.