Last Revised: Written by Veloxity CRM Time Estimate: About 5 minutes to read. Version 2.0
Contents
What are Product Bundles?
Definition
Product Bundles are custom-defined sets of Products often sold together and configured at a discount.
How can I use Product Bundles?
Product Bundles allow you to easily group and add Products to your Quotes.
Custom default quantities and discounts can be applied to each Product in the Bundle.
Tip: If you have not added Products to the system, you will not be able to configure Product Bundles. See Products for more information. Product Bundles are created using Products that already exist in the system.
Where can I find Product Bundles?
Product Bundles are found on the Main Menu.
From the Main Menu, click Products > Product Bundles
Navigating Product Bundles
You are looking at a screenshot of Product Bundles:
Figure 1. Product Bundles.
How can I use Product Bundles?
- Use Product Bundles to see current Bundle discounts.
- Add Product Bundles to quotes. See Quote Maker for more information.
- If you have administrative privileges, you can add, delete, and edit Product Bundles as described below.
Add, Delete, and Edit Product Bundles
You are looking at a screenshot demonstrating how to Add, Delete, and Edit Product Bundles:
Figure 2. Add, Delete, and Edit Product Bundles.
Create a New Product Bundle
You are looking at a screenshot demonstrating how to Add a New Product Bundle:
Figure 3. Adding a New Product Bundle.
Add Products to a Product Bundle
You are looking at a screenshot demonstrating how to Add Products to a Product Bundle:
Figure 4. Adding Products to a Product Bundle.
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