Skip to content
Home » Product bundles

Product bundles

Overview

Product bundles, often referred to as product kits or product packages, are a marketing and sales strategy where multiple individual products or services are combined and sold together as a single package. This approach can offer several benefits, such as providing customers with a more comprehensive solution, increasing the average transaction value, and promoting the sale of related or complementary items.

A product bundle is a combination of a parent item and multiple component items. This simplifies the order entry process as users only need to add the parent item to the sales order and the component items are exploded onto the order. When the order is processed, the component items are listed on the picking list and packing slip, but only the parent item appears on the sales confirmation and invoice. This streamlines the sales process and makes it more efficient.

D365 Setup

To use Product bundles the feature needs to be switched on via System administration > Workspaces > Feature management

Then, to configure product bundles in Microsoft Dynamics 365 Supply Chain Management, the Bundle flag on the General FastTab in Product information management > Products > Released products needs to be enabled and the Production type field in the Engineer FastTab needs to be set as BOM.

A bill of materials needs to be set up in the usual way consisting of each of the kit items. Each of the kit items needs to have a base sales price set which is used to calculate the component’s revenue contribution percentage. The product bundle’s revenue price is then distributed to the components based on their revenue contribution percentages.

The product bundle is entered on to a sales order:

Upon confirmation of the order, the component items are exploded and the original product bundle is cancelled. The original selling price of £925 is apportioned to the component items:

The sales order confirmation document still only shows the product bundle that the customer ordered:

Learning with Microsoft