Bundles Explained:

Is Bundle Batching right for me?

This is helpful if you need to remove components from inventory without selling a Bundle. 

For example, if a bakery sells a particular pastry, they bake a set number every day. This requires flour, eggs, butter, etc. that cannot be used for another Bundle, so those ingredients need to be deducted, even if they haven't been sold.

This is also useful when you need to track the completion of an intermediate step for a recipe. For example, if I make a sauce from scratch, and then use that sauce in multiple dishes, I want to track the ingredients used in the making of the sauce as well as where it goes from there.

The steps

1. Create the ingredients. — You need to know what's on the shelf and what quantities are on-hand. These are usually marked inactive if they are not sold by themselves. Example: Flour, Sugar, Yeast.

2. Build the Bundle — This requires combining the ingredients in the quantities they will be used. Learn more about Bundles
This Bundle price should be set to zero. It will not be sold to a customer. It will only be used for the purposes of deducting components.

3. Create a product version of the Bundle that will be sold to the customer — This is a regular product in the Products & Variants tab. The cost should be set to zero (since costs are accounted for in the Bundle). Set the price, to what the customer will pay.

4. When you finish a batch, sell the Bundles — This will deduct the components and account for costs.

5. Add the sold quantities to the Product version — This will make those finished products available for sale to the Customer, or for use in another bundle.

6. Sell the Product version to your Customers! — Costs are accounted for in selling the Bundle and profits are assessed in selling the products.

Pro Tips

  • Separate the Bundle version and the Products version into separate Categories.

  • Use different Product names to ensure there is clear labeling.

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