What Are Product Bundles in Simply CRM?

Product bundles in Simply CRM allow you to group multiple products or services together and sell them as a single package. This is especially useful when you regularly offer a set of products together—for example, a starter kit, service packages, or a hardware + support combo.

Each bundle includes:

• A parent product (the bundle itself)

• One or more child products (the items included in the bundle)

This feature helps streamline your sales process, simplify invoicing, and provide clear visibility into what’s included in each offer.

Benefits of Using Product Bundles

• Sell multiple items as a single unit

• Save time on data entry

• Apply discounts to the full package or individual items

• Ensure consistent pricing and product combinations

• Improve reporting on bundled offers

How to Create a Product Bundle in Simply CRM

Follow these steps to create a new product bundle:

1. Navigate to the Products module
   Go to Inventory > Products in the main menu.

2. Create or edit the parent product
   This will be the bundle that contains the grouped items. Click Add Product or open an existing one.

3. Scroll to the ‘Bundle Items’ section
   Find the section labeled Product Bundles or Sub Products (depending on your version).

4. Add child products
   Click Add Product Line and select the individual products you want to include. Specify quantity and price if needed.

5. Save the product
   Once your bundle is set up, click Save. You can now use this bundle in Quotes, Invoices, Sales Orders, and more.

How to Use Product Bundles in Sales Documents

When creating a new Quote, Invoice, or Sales Order:

1. Add the bundle product to the item list.

2. The child products will be automatically listed below.

3. You can adjust quantities or apply discounts as needed.

4. Save and send the document like usual.

Tips and Best Practices

• Use clear names for bundle products so your team and customers know what’s included.

• If pricing needs to be adjusted frequently, consider setting bundle prices dynamically based on the child products.

• Use descriptions in the bundle to explain what’s included in simple terms for the customer.

If you have any questions about using product bundles in Simply CRM, don’t hesitate to contact our support team.