Invoice Bundles

See Also: Entering Gifts and Demos, Entering Returns

Invoice Bundles

Bundles are a convenient way for you to save time when entering multiple products into an invoice. There are two types of bundles available, Standard and Priced.

Standard Bundles - are used to create a group of products which you frequently sell. There is no special pricing attached to a standard bundle, the prices for the individual products appear on the invoice as usual. This is useful for putting together a group of products which are frequently sold together. i.e.) Satin hands, basic skin care etc.

Priced Bundles - are used when putting together gift baskets or special collections. You can bundle a group of products together and put an overall price on them. The individual prices for each item within the bundle do not appear on the printed invoice.

Creating Bundles

Bundles are created in any invoice. (It doesn’t’ matter whose contact record you have up, because we will not be processing the transaction.)

Enter the products into the invoice that are to be included in the bundle.

Once you have entered all the products that are to be included, select them by clicking in the number field in the far left column of the invoice and dragging the cursor to highlight all of the products included.

With all of the bundled products highlighted, click on the Bundles button and select Save.

A Create Bundle window will appear in the middle of your screen.

Name the bundle by clicking in the name field and typing.

Determine if the bundle is to be Priced or Standard. If it is a priced bundle, you will need to enter the price you wish to charge for this bundle. If it is a standard bundle you do not need to include a price.

Confirm your choices by clicking OK. Cancel will return you to the invoice

Entering Bundles In An Invoice

To enter a bundle you have already created, locate the contact record for the person to whom you wish to make the sale.

Create an Invoice by clicking on the Invoice icon.

or Select Create Invoice from the Sales menu.

Complete the invoice setup window.

Click on the Bundles button.

Select Insert, a list of bundles will be displayed, click on the bundle you wish to insert.

The bundle will be displayed on the screen. Additional product can be added to the invoice as needed. Click on Process to process and post the invoice to the contacts past purchase window, to remove products from inventory, and to update sales history information.

If the bundle was a standard bundle you will not notice anything different in the customers past purchase window. If the bundle was a priced bundle you will see the bundle name displayed with a capitol “B” off to the right and each of the individual products listed with a lower case “b” to the right.

Please keep in mind when creating bundles, that you cannot edit the Description field of an item included in a bundle, however you can edit the Color field of an item.

Deleting Bundles

Deleting a bundle is just as easy! To delete a bundle simply click the Bundles button and then click on the Delete option under the Bundles menu. Select the bundle you wish to delete when it appears in the bundle list. You will be asked to confirm the delete. OK will delete the bundle, Cancel will return you to the invoice.

See Also

Imvoicing / Entering Customer Sales

Entering products into invoices

Invoice Window Description

Invoice totals/summary

Processing Invoices