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 containing items from unwanted vendors
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
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:
Additional Information:
- You will need Manage Product Catalog permission under Procure in order to create bundles.
- Please note, if a catalog item is added to a bundle that has required Custom Fields, those fields will need to be populated as the bundle is added to an RFO, or an error message will appear on the screen.