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.

Note: Bundles can only be used in Purchases & Sales.

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What are Bundles?

Bundles 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

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How to Use

Navigate to Data Center > Bundles to create and manage your bundles.

Bundles work only in Purchases & Sales:

• ✅ Purchase Orders

• ✅ Sales Orders

Bundles cannot be used directly in Inventory Transactions:

• ❌ Stock In

• ❌ Stock Out

• ❌ Move Stock

• ❌ Adjust Stock

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.

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Add Bundles

1. Go to Data Center > Bundles.

2. Click + Add Bundle.

3. Enter the bundle details, including a name and SKU.

4. Link the component items and set the quantity for each.

5. Click Save.

Once saved, the new bundle can be added to purchase and sales orders as a single line item.

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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 Import from Excel and download the template.

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.

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

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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.

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

In your team's Transactions history, bundle activity from a purchase or sales order will be displayed at the item level.