Predefined Bundles

This document describes what a Predefined Bundle is, provides instructions on how to create and edit predefined bundles, and how to add them to Invoices, Estimates, and Tickets.

Predefined bundles allow you to you group inventory (product and service) items into a single line item. This is especially useful for custom builds where you want to track inventory but don't want to show your customer everything included in that line item.

Note: Bundled items are not currently compatible with Prepay (Block) Hours or Deposits.

Create a Predefined Bundle

Use this procedure to create a reusable bundle from your inventory.

Prerequisites

Any products you want to bundle should already be in your Products & Services list. See Create a Product or Service. 

Steps

1. Navigate to the Products & Services tab.
2. From the Inventory Modules button menu, select Bundle Items:
   
3. Click +New Inventory Bundle. Syncro displays the bundle creation form.
4. Name the bundle, provide a description, and a UPC code for the bundle:
   
5. Click Create Inventory Bundle.
6. Next, search for items in your inventory and click Add to add each item to your bundle:
   It's possible to include a mix of taxable and non-taxable items. The system will handle calculating things properly for the bundle. 
7. Optionally, click into the Name, Description, Price, or UPC fields in the Bundle Information section to adjust these values.
8. Click Back to see your bundle in the Inventory Bundles table.

Edit, Clone, or Delete an Existing Bundle

Use this procedure to edit or clone an existing product bundle.

Steps

1. Navigate to the Products & Services tab.
2. From the Inventory Modules button menu, select Bundle Items.
3. Locate the product bundle you want to work with in the table:
   
4. To edit a bundle, click the Edit (pencil) icon. The Edit Bundle page displays, where you can add or remove products, as well as adjust your pricing or UPC. 
5. To clone a bundle, click the Copy icon. A new bundle with the word (copy) appears in the table. Edit the cloned bundle to update the Name.
6. To delete a bundle, click the Delete (x) icon. The bundle is immediately deleted. 
   Note: Once deleted, the bundle can't be added to new invoices. Invoices it's already on keep it unchanged, just like any other line item. But if you remove it from one of those invoices, it can't be re-added.

Add a Bundle to an Invoice, Estimate, or Ticket

How Bundle Line Items Behave

• If you add a bundle to an Invoice, Estimate, or Ticket with a quantity greater than 1, it appears as a single line item with its contents and pricing multiplied by that quantity, rather than as separate repeated lines. If you want distinct line items for individual bundles, add them one at a time with a quantity of 1. 
• A bundle line item respects the same sort order as any other line item, so you can drag it above or below non-bundle line items on the same Invoice, Estimate, or Ticket.

Steps

These procedures describe how to use an existing product bundle in an Invoice, Estimate, or Ticket.