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Creating a Kit/Bundle

Last Updated: Feb 27, 2017 12:16PM PST

Overview

Kits/Bundles is a functionality brought by Kugamon to standard salesforce Products through the Products' Additional Product Information.  Kits/Bundles allows you to sell Products/Services together, adding a relationship between them.  

Kit/Bundles can be priced 3 different ways.  The first Kit/Bundle Price Only, this is like a "wrapper", one price defined for all the of components of the kit/bundle with the members at $0.  The second Kit/Bundle Price + Member Prices, is an overhead, kit/bundle cost plus the individual member prices.  The third is Member Prices Only, is the sum of the individual components of the kit/bundle.  

Audience : Administrator


Steps:


Go to the Salesforce.com Product
1. Open the Product's Additional Product Information record
2. Set "Kit/Bundle" checkbox to True
3. Select the Kit/Bundle Pricing
​4. Click Save
5. Scroll to Kit/Bundle Member Related List and click "New Kit/Bundle Member" button
6. Add Kit/Bundle Members and determine if Required and Quantity handling parameters
 

Notes:

  • ​If you have the Header as a Service, you will only be able to add Services
  • To Create a Kit Bundle that includes Products and Services the Header must be a Product 
  • Set Print Kit/Bundle Members to False if you want to Hide Members on Quote, Order, and Invoice Templates. If set to False, make sure to Set Kit/Bundle Pricing to 'Kit/Bundle Price Only'

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