⚠️ Bundle batching is no longer recommended. Instead, please use Assemblies ⚠️
Bundle Batching is a technique we recommended before Assemblies was launched to remove components from inventory before the actual product is sold to the customer.
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 other products, so those ingredients need to be deducted, even if they haven't been sold.
If you've been using bundle batching in the past, or are considering it now, please read this article on Assemblies first.
Assemblies can be used to fulfill your recipes or bill of materials and ensure the proper quantities are deducted and credited. Assemblies take a group of products and turn them into a different final product.
If you still prefer the bundle batching method, please continue reading this article.
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.
Separate the Bundle version and the Product version into separate Categories.
Use different Product names to ensure there is clear labeling.