Item Bundle
Go to: Inventory → Items → Item Bundle
An Item Bundle is a kit: one item you sell as a single line, made up of several items you actually keep in stock. The classic example is a Geometry Set — the customer buys one set, but your warehouse ships a compass, a scale, and a pencil.
The bundle exists so that selling and stocking can disagree, on purpose:
| The bundle parent | The component items | |
|---|---|---|
| Is it sold as a line? | Yes — one line, one price | No — they ride along automatically |
| Does it hold stock? | No | Yes — the real quantity moves here |
| Does it have a valuation rate? | No (always 0) | Yes — the normal weighted-average rate |
| Do you buy or manufacture it? | No | Yes |
Use an Item Bundle when the kit is assembled at dispatch and you never hold the kit itself in stock. If you actually build and stock the finished kit as a product, use a BOM and Work Order in Manufacturing instead.
How it fits together
Step 1 — Create the bundle parent item
Go to: Inventory → Items → Item → New
| Field | Value |
|---|---|
| Item Code / Name | The kit as your customer knows it (e.g. GEO-SET-01 / Geometry Set) |
| Is Bundle Parent | On |
| Is Stock Item | Off — the parent holds no stock |
| Unit of Measurement | Exactly one UOM |
| Standard Selling Rate | The kit price your customer pays |
| Status | Enabled |
Two hard rules on bundle parents:
- A bundle parent may have only one unit of measurement. More than one is rejected on save.
- An item whose Item Type is Service cannot be a bundle parent.
Step 2 — Define the bundle
Go to: Inventory → Items → Item Bundle → New
Header
| Field | What it means |
|---|---|
| Item | The bundle parent item this definition belongs to |
| Bundle Number | Reference number for the bundle definition |
| Description | What the kit contains, for your team |
| Status | Draft → Active. Only an Active bundle can be used |
Entries — the components
One row per component item:
| Field | What it means |
|---|---|
| Item | The component item (a real stock item) |
| Item Quantity | How many go into one bundle. Must be greater than 0 |
| Unit of Measurement | UOM for this component row |
| Conversion Factor | Factor from that UOM to the component’s stock UOM |
| Description | Notes for this component |
Example:
| Component | Item Quantity | UOM |
|---|---|---|
| Compass | 1 | pcs |
| Scale 30cm | 1 | pcs |
| Pencil HB | 2 | pcs |
A bundle left in Draft cannot be sold. Adding its parent item to a quotation, order, or delivery note fails with “Item bundle for ‘Geometry Set’ is not active. Please activate the item bundle for this item before using it.” Set the status to Active when the components are final.
Using a bundle on the sales side
Bundles expand automatically on Sales Quotation, Sales Order, Proforma Invoice, and Delivery Note.
What happens when you add the parent
You add one line
On the sales document, add the bundle parent item — say 2 × Geometry Set — and set its price.
ERPX adds the component lines for you
For every bundle entry, a child row is created and linked back to your line:
| Row | Item | Quantity | How the quantity is derived |
|---|---|---|---|
| Parent | Geometry Set | 2 | What you typed |
| Child | Compass | 2 | 1 per bundle × 2 |
| Child | Scale 30cm | 2 | 1 per bundle × 2 |
| Child | Pencil HB | 4 | 2 per bundle × 2 |
Pricing stays on the parent
The parent line carries the price, tax, and discount. Component rows are created with no price, tax, or discount of their own, so the kit is never double-counted in the order value.
Change the parent quantity, and children follow
Editing the parent’s quantity re-derives every child quantity. You do not edit component quantities on the sales document — change the bundle definition if the recipe itself is wrong.
Because components are stock items, all the normal stock rules apply to them — availability checks, batch and serial selection, and reorder level enforcement all fire on the components, not on the kit.
Using a bundle on a Delivery Note
This is where the bundle actually costs you stock. Three things are worth understanding.
1. Stock moves for the components only
The bundle parent is a wrapper. On approval, the Delivery Note writes stock ledger rows for each component row that is a stock item. The parent row moves nothing.
2. The parent has a valuation rate of 0
Because the parent holds no stock, its valuation rate on the Delivery Note is always 0. Each component row carries the component’s own valuation rate — the global weighted-average rate at the delivery date — so cost of goods sold is posted from the components.
| Row | Price | Valuation rate used for COGS |
|---|---|---|
| Geometry Set (parent) | Kit selling price | 0 |
| Compass | — | Compass WAC at posting date |
| Scale 30cm | — | Scale WAC at posting date |
| Pencil HB | — | Pencil WAC at posting date |
3. The composition is taken from the source document, not from today’s master
When a Delivery Note is created from a Sales Order, ERPX resolves the components from the sales order rows — not from the current Item Bundle master. This is deliberate: if you change the kit recipe next month, an old order still ships what was sold. Only when a bundle line has no source document does ERPX fall back to the Item Bundle master.
This means editing a bundle definition does not retro-change open orders. If you need an open order to ship the new recipe, re-add the bundle line on the order so it is re-exploded.
Returns
On a return Delivery Note, components are resolved through the returned parent row, so the return mirrors exactly what was delivered — including the original valuation rates, so the reversal is cost-neutral.
Packing lists
Bundle parents are excluded from packing lists. You pack the physical components, which is what actually goes in the carton. See Packing.
Bundle vs BOM — which one?
| Question | Item Bundle | BOM + Work Order |
|---|---|---|
| Do you stock the finished thing? | No | Yes |
| Is there a production process? | No — just picking | Yes — operations, routing, costs |
| When is it assembled? | At dispatch | On the shop floor, before sale |
| Does the parent have a valuation rate? | No (always 0) | Yes — it is a real stocked item |
| Where is it set up? | Inventory → Items → Item Bundle | Manufacturing → BOM |
Worked example
You sell a Starter Kit at PKR 5,000 containing 1 pump, 2 hoses, and 1 manual.
- Create item
KIT-STARTwith Is Bundle Parent = On, one UOM (set), selling rate 5,000. - Create an Item Bundle on
KIT-STARTwith three entries: Pump × 1, Hose × 2, Manual × 1. Set status Active. - On a Sales Order, add 3 × KIT-START at 5,000. Order value = 15,000. ERPX adds child rows: Pump 3, Hose 6, Manual 3.
- Create the Delivery Note from that order via Get Items. Approve it.
- Stock reduces by 3 pumps, 6 hoses, 3 manuals. COGS is posted from each component’s weighted-average rate. Revenue of 15,000 is invoiced against the parent line.
Tips
- Keep the parent non-stock. A bundle parent that is also a stock item confuses every balance report.
- Activate the bundle before you publish the kit to your sales team.
- If a component runs out, the bundle cannot ship — set reorder levels on components, not on the kit.
- Give the kit a clearly kit-like item code (
KIT-…,SET-…) so nobody tries to receive it on a GRN. - Review bundle definitions before a price change: the price is on the parent, the cost is in the components.