# Bundles

<figure><img src="https://687823928-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRf1QqJGoevCQqGbfI80%2Fuploads%2Frbe1nnDWBrA1BjZnQNEa%2F%E1%84%87%E1%85%A5%E1%86%AB%E1%84%83%E1%85%B3%E1%86%AF.jpg?alt=media&#x26;token=a67ad096-a2e0-4e50-b4f5-9f1c11afd5ad" alt=""><figcaption></figcaption></figure>

{% hint style="danger" %}
**Note**: Bundles can *only* be used in **Purchases & Sales**.
{% endhint %}

***

### What are Bundles?

<mark style="color:blue;">**`Bundles`**</mark> let you group multiple items together and sell or purchase them as a single unit. Each bundle contains a fixed set of component items with specified quantities.

**Common Uses:**

* Gift sets with multiple products
* Starter kits or product packages
* Wholesale packages
* Combo offers

***

### How to Access Bundles

Navigate to <mark style="color:blue;">**`Data Center`**</mark> > <mark style="color:blue;">**`Bundles`**</mark> to create and manage your bundles.

<figure><img src="https://687823928-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRf1QqJGoevCQqGbfI80%2Fuploads%2Fgit-blob-9c7da89e1d5343db044d45e963dd3a24e17ec55b%2Fboxhero-bundles-1.jpg?alt=media" alt="BoxHero - Bundles - Sample Bundle Details"><figcaption></figcaption></figure>

Bundles work *only* in [**Purchases & Sales**](https://www.boxhero.io/docs/key-features/purchase-and-sales):

* ✅ Purchase Orders
* ✅ Sales Orders

Bundles **cannot** be used in [**Inventory Transactions**](https://www.boxhero.io/docs/key-features/tx)**:**

* ❌ Stock In
* ❌ Stock Out
* ❌ Move Stock
* ❌ Adjust Stock

{% hint style="info" %}
Inventory is always tracked at the **individual** **item** level. When you process a bundle in an order, BoxHero automatically updates stock quantities for each component item.
{% endhint %}

***

### Add Bundles

1. Go to <mark style="color:blue;">**`Data Center`**</mark> > <mark style="color:blue;">**`Bundles`**</mark>.
2. Click <mark style="color:blue;">**`+ Add Bundle`**</mark>.
3. Enter the bundle details, including a name and SKU.
4. Link the component items and set the quantity for each.
5. Click <mark style="color:blue;">**`Save`**</mark>.

<figure><img src="https://687823928-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRf1QqJGoevCQqGbfI80%2Fuploads%2Fgit-blob-8de8d7f361f41d1aa9a56173554736984ba96366%2Fframeit_2026-02-12T16-24-03.jpg?alt=media" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
Once saved, the new bundle can be added to purchase and sales orders as a single line item.
{% endhint %}

***

### Add Bundles via Excel

If you need to create multiple bundles at once, you can upload them using an Excel file. In the top-right corner, click <mark style="color:blue;">**`Import from Excel`**</mark> to download the template.

<figure><img src="https://687823928-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRf1QqJGoevCQqGbfI80%2Fuploads%2Fgit-blob-6f4711531d994b7a149c719995e9a3d74de252f1%2Fframeit_2026-02-12T16-26-11.jpg?alt=media" alt=""><figcaption></figcaption></figure>

When filling out the file:

* Enter bundle SKUs manually. They are *not* generated automatically.
* Use one row per component item.
* For rows that belong to the same bundle, columns **A** through **F** must be identical.
* Only the component item SKU and quantity should differ for each row.

<figure><img src="https://687823928-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRf1QqJGoevCQqGbfI80%2Fuploads%2Fgit-blob-5b095a7f75ba1e770395831417f2ebdc53b9af68%2Fboxhero-bundles-2.jpg?alt=media" alt="BoxHero - Bundles - Sample Excel Template"><figcaption></figcaption></figure>

After uploading the file, the bundles and their item relationships will be created.

***

### Use Bundles in Orders

Bundles can be added to purchase and sales orders just like regular items. When a bundle is sold, stock quantities of its component items are adjusted accordingly.

<figure><img src="https://687823928-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRf1QqJGoevCQqGbfI80%2Fuploads%2Fgit-blob-9da0d7e0fff44b1b492e5e37470edbf092e67365%2Fboxhero-bundles-3.jpg?alt=media" alt="BoxHero - Bundles - New Sales Order"><figcaption></figcaption></figure>

If a sales order is partially shipped, shipment details will show the individual items included in the bundle rather than the bundle itself.

<figure><img src="https://687823928-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRf1QqJGoevCQqGbfI80%2Fuploads%2Fgit-blob-ecdb6e1e06cc54c26722239ccdaa14d43ebdfd36%2Fboxhero-bundles-4.jpg?alt=media" alt="BoxHero - Bundles - Sales Order - Stock Out Component Items"><figcaption></figcaption></figure>

In your team's <mark style="color:blue;">**`Transactions`**</mark> history, bundle activity is also displayed at the item level.

<figure><img src="https://687823928-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRf1QqJGoevCQqGbfI80%2Fuploads%2Fgit-blob-75f6a4f3801479e4f4f36d2aa8659ab9e1807402%2Fboxhero-bundles-5jpg.jpg?alt=media" alt="BoxHero - Bundles - Stock Out - Transaction History"><figcaption></figcaption></figure>

For **step-by-step instructions** on how to use <mark style="color:blue;">**`Bundles`**</mark>, please refer to the following:

{% embed url="<https://www.boxhero.io/en/blog/selling-bundles-with-boxhero>" %}
