Product Bundle

A Product Bundle is a master setup where multiple existing items are grouped together and sold as a single package. It helps businesses manage bundled sales while still maintaining individual stock control for each item in the bundle.

In ERPNext, a Product Bundle behaves like a “virtual product” that represents a collection of real stock items. When the bundle is sold, the system automatically reduces stock for each child item included in the bundle.

To access Product Bundle, go to:

Home > Selling > Items and Pricing > Product Bundle

1. Prerequisites

Before creating a Product Bundle, you must ensure that the required item masters already exist in the system. This ensures proper stock tracking and transaction accuracy.

• Item — All products that will be included in the bundle must be created as individual stock items in ERPNext.

2. How to Create a Product Bundle

Creating a Product Bundle involves defining a parent (virtual) item and linking it with multiple child items that will be delivered as part of the same package.

• Go to Product Bundle list and click Add Product Bundle.
• Select or create a Parent Item which represents the bundle (for example: “Dinner Set” or “Smartphone Offer Bundle”).
• Ensure that Maintain Stock is unchecked for the parent item, since it does not physically exist in inventory.
• Assign a selling price to the parent item. This price will be used in sales transactions when the bundle is selected.
• Add a description to provide internal clarity about the bundle contents or purpose.
• In the Items table, add all Child Items that make up the bundle along with their quantities.
• Save the Product Bundle after verifying all included items and quantities.

2.1 Parent Item Selection

The Parent Item is the main product that appears in sales documents. It does not represent physical stock but serves as a reference for the bundle configuration.

It is important that the Parent Item is configured as a non-stock item by disabling the “Maintain Stock” option in the Item master. This ensures that inventory is only tracked for the child items.

If stock tracking is required for the parent item itself, a Bill of Materials (BOM) approach should be used instead of Product Bundles.

2.2 Child Items Selection

Child items represent the actual products that will be delivered to the customer and deducted from stock when the bundle is sold.

Each child item must already exist in the Item master with proper stock configuration, as inventory movements will directly affect these items.

Even if the parent item is a main product concept (like a smartphone bundle), the actual smartphone and accessories must still be listed as child items for stock tracking.

3. Product Bundle in Sales Transactions

When a Product Bundle is used in sales documents such as Sales Order, Sales Invoice, or Delivery Note, only the parent item is selected at the document level.

The system automatically expands the bundle into its child items in the Packing List, ensuring that each component item is properly tracked during delivery.

• On selecting the Parent Item, all child items are automatically fetched into the Packing List table.
• If any child item is serialized, its serial numbers can be assigned directly in the Packing List.
• Upon submission, stock is deducted individually for each child item from the configured warehouse.

3.1 Product Bundle for Offers and Promotions

Product Bundles can also be used to manage promotional schemes such as “Buy One Get One Free” or discounted combo offers.

In such cases, the parent item represents the offer itself, while child items define the actual products being delivered in modified or increased quantities.

For example, selling one parent item can trigger the system to deduct multiple units of a child product, enabling promotional logic without customization.

4. Use Case Example

A common example is a smartphone bundle that includes multiple accessories. Instead of selling each item separately, they are grouped into one Product Bundle.

• Parent Item: Smartphone Bundle (non-stock item)
• Child Items: Smartphone, Charger, Cable, SIM Ejector Pin

When the bundle is sold, all child items are automatically deducted from inventory, ensuring accurate stock tracking for each component.

5. Related Topics

• Item Master
• Bill of Materials (BOM)
• Sales Order
• Delivery Note
• Sales Invoice