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DocumentationStock & production

8 minutesTier: ProFor: manager

Product bundles

Product Bundles (screen Product Kitting & Bundling) builds finished kits from component stock — or breaks kits back into components.

Before you start

  • Module Bundles / Bill of Materials enabled in SettingsModules
  • Usually Pro+ — see License tiers
  • A bundle (parent) product and its component products exist
  • Components have enough stock to assemble

Steps

1. Open Product Kitting & Bundling

  1. Open Product Bundles / Product Kitting & Bundling.
  2. Under Select a Bundle Product, choose the kit/parent product.
  3. Review Bundle Components (columns Component ID, Qty Required, Description).

2. Assemble (kitting)

  1. Check Available to Assemble.
  2. Set Master Project Quantity (how many kits to build).
  3. Click Kitting (Assembly).

Help text: Assembly deducts raw components and increases bundle stock.

3. Disassemble

  1. Select the same bundle product.
  2. Set the quantity to break down.
  3. Click Disassemble.

This does the opposite of assembly: reduces kit stock and returns components.

What success looks like

  • After Kitting (Assembly), kit Stock up; components down
  • After Disassemble, kit stock down; components up

If something goes wrong

ProblemWhat to try
Available to Assemble is 0Restock components first
Screen missingEnable Bundles / Bill of Materials; check tier
Wrong componentsEdit the bundle definition / BoM used for the kit