> For the complete documentation index, see [llms.txt](https://www.boxhero.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://www.boxhero.io/docs/key-features/purchase-and-sales/bundles.md).

# Bundles

Create product bundles in BoxHero to sell multiple items as one unit. You can add bundles manually or via Excel import for purchase and sales orders.

<figure><img src="https://assets.boxhero.io/docs/images/3950142117b178b9f35e9102f26d64c3e5d9edccc6cb11f2134d3fcf551e6bd2-1600x940.jpg" alt=""><figcaption></figcaption></figure>

{% hint style="danger" %}
**Note**: Bundles can *only* be used in [**Purchases & Sales**](/docs/key-features/purchase-and-sales.md).
{% endhint %}

***

## What are Bundles?

<mark style="color:$primary;">`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

<figure><img src="https://assets.boxhero.io/docs/images/67098ff81ce9ea38d79510e580e6f773ab0186eae9b076cbe232d5df350ae59a-2494x1513.jpg" alt=""><figcaption></figcaption></figure>

***

## How to Use

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

<figure><img src="https://assets.boxhero.io/docs/images/7b7b32ba7949449d434475361dbca51d0be716ec8f4ab5c3e64df15e9a03cdbe-2724x1384.jpg" alt=""><figcaption></figcaption></figure>

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

* ✅ Purchase Orders
* ✅ Sales Orders

Bundles **cannot** be used directly in [**Inventory Transactions**](/docs/key-features/tx.md)**:**

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

<figure><img src="https://assets.boxhero.io/docs/images/1c3635a2394eaf3fa000683564579aeb0528598ac402fbe85da6a4bc132c7ab4-2399x1536.jpg" 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:$primary;">`Import from Excel`</mark> and download the template.

<figure><img src="https://assets.boxhero.io/docs/images/3e4e2829a7cb0599ec2daa7fd4165f8256562a110c6dd3472c3ca2668419d174-2544x1374.jpg" 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://assets.boxhero.io/docs/images/33e6b1a46789ac31d4cd7389260865f78f44d4d38456520bfa95cf7a2accea10-1800x585.jpg" 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://assets.boxhero.io/docs/images/8aba63b81982acc8312d512be5a9036f9038eae9e17062b09d630d072f4c2498-2698x1429.jpg" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
If a sales order is partially shipped, shipment details will show the individual items included in the bundle rather than the bundle *itself*.
{% endhint %}

In your team's <mark style="color:$primary;">`Transactions`</mark> history, bundle activity from a purchase or sales order will be displayed at the item level.

<figure><img src="https://assets.boxhero.io/docs/images/34c4425a787c7404227701a39d0efb2cf70e5276e076558e850da21b2578c877-2690x1556.jpg" alt=""><figcaption></figcaption></figure>
