Goal:
- Save time by grouping catalog items into bundles
- Bundle the items together that are often requested and purchased together
- Ensure accuracy of multi-item bundles
- Avoid requests from containing items from unwanted vendors
Where:
- Procurify web app
Tips!
- You will need Manage Product Catalog permission under Procure in order to create bundles.
- If you’re looking for more information on this topic, head over to the Procurify Community to learn more. If you’re experiencing a technical issue, please reach out to our Support Team for assistance.
Steps:
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Navigate to Procure > Product Catalog from the left-hand navigation bar.
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Click the Bundles header to see the list of current bundles.
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Select the yellow
button. -
Enter a "Bundle Name" and "Bundle Description".
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From the left-hand side, search for the items that will be included within the bundle, and check the boxes beside the items you'd like to add to the bundle.
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On the right, choose the quantity to be ordered for each Catalog Item.
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Select the blue Save Catalog Item button.
Once complete, from an Order Request you can select the Bundles tab to see your list of Bundled Items:
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