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Sales & billing

Product Bundles

Package products and services into reusable offers that show bundle price, component cost, margin, current stock support, and where the bundle can be sold.

At a glance

The numbers on your screen, explained

What each Product Bundles number means and where it comes from — so you know where to act.

Live bundles9

Bundles with an active status are counted as live and available according to their dates and channel settings.

Out of stock2

Live bundles are flagged when a required component has no available stock to assemble the package.

Bundles sold84

Invoice activity for bundle items is counted to show how many packages have been sold.

Bundle revenue$37,920

Revenue from invoices containing bundle items is summed across the selected bundle set.

Sample numbers from a demo workspace.

Package

Create a reusable bundle with its own selling price

Bundle detail shows the packaged price, retail comparison, savings, SKU, selling status, and channels where it is offered.

  • Bundle price and retail savings stay visible
  • Active, draft, paused, and archived lifecycle states
  • Channel and customer availability shown beside health

Components

See every item behind the package before you sell it

The components table lists each product, quantity, retail price, cost, current stock, and how many complete bundles that stock can support.

  • Required and optional components are shown separately
  • In-stock and supports counts expose fulfillment risk
  • Cost and retail values support margin review

Margin

Protect package profitability and availability

Bundle health highlights out-of-stock components, below-cost pricing, low margin, unusually deep savings, and bundles ending soon.

  • Out-of-stock bundles appear in needs-attention
  • Margin and below-cost warnings on detail
  • Sold and revenue KPIs show commercial usage

Everything included

Everything in Product Bundles

Use it for service packages, kits, onboarding offers, and recurring combinations.

Reusable packages

Bundle related products or services into one commercial offer for quotes, invoices, sales orders, or catalog use.

Margin review

Compare bundle price with retail value and component cost before selling.

Stock support

See how many bundles can be assembled from current stock across required components.

Savings display

Show package savings as a dollar amount and percentage against component retail prices.

Sales channels

Control where the bundle is offered, including invoice, estimate, sales order, and catalog channels.

Customer scope

Offer bundles to everyone or limit them by customer and customer group.

Bundle health

Flag stock, pricing, margin, savings, and ending-soon concerns for review.

Sales tracking

Track bundles sold and revenue from invoices that include the packaged offer.

How it works

Product Bundles, step by step

  1. 01

    Choose the package contents

    Add required and optional components with the quantities needed for one bundle.

  2. 02

    Set the commercial terms

    Enter bundle price, dates, channels, customer scope, SKU, and status.

  3. 03

    Check stock and margin

    Review current stock support, cost, savings, and health warnings before making it live.

  4. 04

    Track sales and adjust

    Use sold and revenue metrics to decide whether to restock, reprice, pause, or archive the bundle.

FAQ

Product Bundles questions

Can’t find what you need? Our team is happy to help.

Yes. A bundle can include multiple components with quantities, and the detail view shows the items behind the package.

It shows current stock and how many complete bundles that stock can support, then flags live bundles that cannot be assembled.

Yes. Bundle detail shows where it is offered, such as invoices, estimates, sales orders, or catalog, along with customer scope and dates.

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