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Creating Bundles

Zoho POS allows users to create bundles of items, composites, and services, restricted by available stock. Explore how to create bundles for your retail store.

Summary

The Zoho POS system allows users to create bundles of items, composites, and services, restricted by available stock. The quantity of bundles that can be created depends on the stock on hand of the item and the composite item. For example, if a user has 100 units of dishwasher detergent and fabric conditioner, they can only create a maximum of 100 bundles with all three items. To create a bundle, users can follow these steps: Go to the Composite Items module and select a composite item, click Create Bundle, enter the Bundling number, specify the Bundling date and Quantity of Bundle, and add items and services to the bundle. Users can also click + Add New Row to add items to the bundle and + Add Services to add a service item. Finally, users can click Save Bundle to save the bundle. The process of creating bundles is designed to help users manage their inventory and create customized bundles for their retail store. The system will automatically restrict the number of bundles that can be created based on the available stock, ensuring that users do not exceed their inventory limits.
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Bundles can be a combination of items, composite items, and services. The quantity of bundles that can be created depends on the stock on hand of the item and the composite item.

For example, here is the stock quantity available for the following items.

ItemQuantity
Dishwasher detergent100
Washing machine detergent200
Fabric conditioner100

While creating a bundle, you can only create a maximum of 100 bundles with all three items. This is because only 100 units of dishwasher detergent and fabric conditioner are available, and you don't have any stock on hand to create more bundles.

To create a bundle

Go to the Composite Items module and select a composite item with which you want to create a bundle.

Click Create Bundle.

Enter the Bundling#(Bundling Number). You can click the Settings icon next to this field to specify whether you want to auto-generate bundling numbers. Enter the Prefix and Next Number.

Specify the Bundling date and the Quantity of Bundle.

In the Associated items section, a list of items that are part of the composite item will be displayed.

Enter the Quantity Required. You can click More > Edit Item to make changes or click the Close icon to remove an item from the bundle.

Click + Add New Row to add items to the bundle.

Click + Add Services to add a service item to the bundle.

You can also click + New Item to create a new item.

Click Save Bundle.

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