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vgil1717-gmail-c
Level 2

Creating the product as a bundle keeps the inventory for me?

I have a product that I sell by unit and by box. I buy 10 boxes and literally open one to sell by the unit. I need to keep track of the inventory of that product. Know that there are so many boxes and so many loose units. Creating the product as a bundle keeps the inventory for me?
Solved
Best answer November 07, 2021

Best Answers
vgil1717-gmail-c
Level 2

Creating the product as a bundle keeps the inventory for me?

No. Don't talk about discounts.

I did the test with Bundle product and it is not what I need.

A Bundle product is used for something like a combo or a product basket in which from your inventory you take several products, put them together and sell them at a single price.

But in the case of selling the same product per unit or box, it DOES NOT EXIST. There is no way to keep inventory.

This is not a problem just that you have to come up with an alternative that helps the user to keep track.

What I did was put my product in purchase per unit that is to say 100 units and I manually put if I sold 1 or 20. In this way I know how much I sold and what my cost exactly, and (in an unfriendly way) I also have and inventory of my product.


Greetings.

 

 

 

 

View solution in original post

7 Comments 7
SarahannC
Moderator

Creating the product as a bundle keeps the inventory for me?

Hope you're doing good, @vgil1717-gmail-c.

 

Creating your product as a bundle will only group the items that you can sell and track in QuickBooks. Grouping the items you often sell together into bundles helps you to easily add multiple items to transactions. 

 

Here are some other notes on how the Bundles feature works in QuickBooks Online:

 

  • Bundles can have up to 50 items.
  • There is no additional markup or change in price for bundles. (Bundles aren’t assemblies.) The price of a bundle = The total price of all its items.
  • You can’t track quantity on hand for bundles.

 

You can also get more details by checking these resources:

 

 

Please know that I'm always around here in the Community to help. Take care, vgil1717-gmail-c.

vgil1717-gmail-c
Level 2

Creating the product as a bundle keeps the inventory for me?

.

 

Thank you very much for the answer but I still do not understand.

The real situation is that I buy a package of creams which contains 20 creams. This product is sold in a box of 20 units and I also sell it by unit. The prices are different, it is more expensive at retail.

It happens that out of 10 boxes that I buy from my supplier, I take 3 box, open it and sell it at retail. I would like to know how I do to keep the inventory of those 10 boxes even if I sell them by unit or by box.

I want to know if I can control the inventory for example to know that I have 9 boxes and 5 creams left.

 

I appreciate your response.

Kristine Mae
Moderator

Creating the product as a bundle keeps the inventory for me?

Let me ease your confusion, Vgil1717-gmail-c.

 

A bundle is a group of items that you can sell and track.

 

As SarahannC shared, you can use the bundle feature to track the boxes. First, you'll want to create an inventory item for the cream. Then, create a bundle from it with a quantity of 10. The bundle price will be the total prices of all items (example: cream's price x 10). However, our program only does simple inventory. You're unable to track how many is left in a bundle.

 

Feel free to check the articles shared at the top to guide you better.

 

If you have additional questions, feel free to get back to this thread. We'll reply as soon as we can. Keep safe!

vgil1717-gmail-c
Level 2

Creating the product as a bundle keeps the inventory for me?

 
 
How my inventory is affected.

Should I change my purchase invoice from boxes to units? That is, instead of 10 boxes of 20 units, should I place 200 units?

Then l bundle if I add a package of 10 or 1 unit, will it be discounted?
Giovann_G
Moderator

Creating the product as a bundle keeps the inventory for me?

Hello there, vgil1717-gmail-c.

 

I can provide further details on how to track inventory with QuickBooks Online.

 

Yes, you can use units instead of boxes. It will be much easier for you to keep track of your goods this way. When you make a bundle, the price will be determined by the item's sale price at the time you set up your product and service, thus it will not automatically be a discount. If you wish to give your customer a discount, you can adjust the price when creating the invoice.

 

On the other hand, you'll also have the option to turn on the discount feature if you want to give a discount to your favorite customer. I'll show you how.

  1. Go to the Gear or Settings ⚙ icon.
  2. Select Account and Settings.
  3. Choose the Sales tab.
  4. In the Sales form content section, click the Edit pencil icon.
  5. In the Discount area, turn on the radio button.
  6. Select Save, then Done.

 

Check out this article for more details: Add a discount to an invoice or sales receipt in QuickBooks Online.

 

You may also run reports to find out what your greatest sellers are, what you have on hand, how much your things cost, and more. Please take a look at this resource for further information: Use reports to see your sales and inventory status.

 

You can always count on me if you need questions about managing your inventories. Just leave any details below so I can assist you further. Take care and have a wonderful day!

vgil1717-gmail-c
Level 2

Creating the product as a bundle keeps the inventory for me?

No. Don't talk about discounts.

I did the test with Bundle product and it is not what I need.

A Bundle product is used for something like a combo or a product basket in which from your inventory you take several products, put them together and sell them at a single price.

But in the case of selling the same product per unit or box, it DOES NOT EXIST. There is no way to keep inventory.

This is not a problem just that you have to come up with an alternative that helps the user to keep track.

What I did was put my product in purchase per unit that is to say 100 units and I manually put if I sold 1 or 20. In this way I know how much I sold and what my cost exactly, and (in an unfriendly way) I also have and inventory of my product.


Greetings.

 

 

 

 

View solution in original post

FritzF
Moderator

Creating the product as a bundle keeps the inventory for me?

Thanks for getting back to us, @vgil1717-gmail-c.

 

I appreciate you trying the steps shared by my colleagues above and sharing what you've done here in the Community.

 

I can see how having the option to sell and manage your inventory products per box is helpful for you, and I'll take note of this. Our product developers are always looking for ideas to consider on how to improve QuickBooks Online (QBO).

 

I also suggest sending feedback as well. This will be sent directly to our product developers. This can be done within your QBO account.

 

Here's how:

 

  1. In QBO, Select the Gear icon at the top right, then Feedback.
  2. Enter your comments or product suggestions.
  3. Click Next to submit feedback.

 

I'm also adding this article that tackles managing your inventory in QBO for future reference: Set up and track your inventory in QuickBooks Online.

 

If there's anything else I can help you with QuickBooks, please tag me directly. I'll be sure to get back to you. Have a good day!