Bundles Explained:

How to Receive Cases and Sell Singles

If you order in bulk and sell individually (for example you buy in 6-packs, cases of 30 etc.), it usually works best to add your case to Thrive Inventory by Shopventory as the non-bundle product you will be tracking and bundle it to the individual unit.

For example, let's say you order beer from your vendor by the 6-pack (click here for a video overview 🎥 using 6-packs as an example, otherwise you can continue reading):

  1. Create a Product. I'll put the brand name "Premium Beverage" as my Product name, and the unit "6-pack” as my variant name.

  2. Add the cost and price of the full 6-pack. 

  3. If you sell full cases to your customers, you can skip to Step 5.

  4. If you don't sell by the case, make the Product inactive and Save. Now, go to the Products & Variants tab and create a brand new product for the single.

  5. Add a variant for the bottle, and label it clearly with "Single" in the variant name.

  6. Set your bottle price in the Price field. Then use the gear wheel to convert the product to a Bundle. (See screenshot below)

  7. Select "Premium Beverage (6-pack)" as the component Product. A bottle is equal to ⅙ of the case, so enter 0.166 as the Qty.

Now, when you receive a case into inventory, either directly or from a purchase order, you'll see that the quantity in stock for your single bottle goes up proportionately.

NOTE: You can still sell the full case, pricing is not dependent, so you can set whatever price you'd like for each variant.

How to Receive Singles and Sell Cases

Instead of making your case a Product, it's also possible to do the reverse and make your case the Bundle comprised of multiple individual Products.

In this instance, simply do the opposite of the directions above:

  • The Single will be the regular Product

  • The 6-pack will be the Bundle

  • Instead of .166 6-packs = 1 Single Bundle,
    you will say 6 Singles = 1 6-pack Bundle

  • This means you will order and receive the Singles

The main reason to take this approach is to avoid rounding the quantity for your single product. Otherwise, you will be rounding into a decimal which can create slight variations since not all fractions can be conveyed using a finite decimal.

Defining a bundle as 0.167 of a product will lead to some variations in the final result (ex: the quantity may be rounded to 212 when you really have 213 in stock). Defining a bundle as a whole-number multiple of a product, however, will always lead to an exact result.

The tradeoff of this setup is that if you purchase the Product in bulk, your unit cost (what you pay for a single bottle) must be recorded in whole cents. If this value has to be rounded, you will see variations in the calculated cost of the case/bundle as well.

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