> 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

<figure><img src="/files/mTudfWLaTCEkFUt4pHa9" 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="/files/eDplBST0QO4NM6ZSwSVP" alt="BoxHero - Bundles - Sample Bundle Details"><figcaption></figcaption></figure>

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

* ✅ Purchase Orders
* ✅ Sales Orders

Bundles **cannot** be used 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: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="/files/bckHO0xfYbzC7EqMokRg" 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="/files/t88XpMz4Hk6bsXb1Yo5Y" 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="/files/CtZnsbfswYZbXmsaJ19g" 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="/files/jFg0sfY8UyKcGbuoJUaC" 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="/files/V2dPfriRMvli04ZVAUiZ" 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="/files/qFCyHxGWSZe0DlwB2QG4" alt="BoxHero - Bundles - Stock Out - Transaction History"><figcaption></figcaption></figure>