Summary

  • Description of Bundles and Assemblies
  • Configure and/or Edit Bundles and Assemblies
  • Add or Remove Components (Variants)
  • Create a New Variant (IP Variant)
  • In Depth: Bundles vs. Assemblies
  • Understanding Forecasts & Replenishment
  • Create Assembly Orders
  • Importing Bundles and/or IP Variants

Bundles and Assemblies

A Bundle can also be referred to as a "kit" or a gift set. Bundles are different ways of selling Variants. In this case, all of the stock is tied together (eg. if you have 100 t-shirts and sell a 5-pack, the stock of 5-packs changes to 19 while the stock of singles simultaneously changes to 95). These goods are assembled after the sale occurs.

An Assembly must be produced from components (variants) before it can be placed into stock and available for sale. These goods are pre-assembled before the sale & fulfillment of an item. This includes any produced goods with a bill-of-materials (BOM), and bundles/kits that must be produced before sending to Amazon (or a different fulfillment warehouse). All bundles associated with FBA are considered Assemblies - since Amazon only carries finished goods/produced bundles.

Configuring Bundles and Assemblies correctly is a key step to ensure that enough variants are ordered to cover the needs components sales (if applicable) + the demand for components through the form of completed bundles and/or assemblies.

  • Use the top left dropdown to see "Assemblies".
  • Components should be viewed using the “Variants” view.

    Tip: Adding “Bundle Component = Yes” as a filter narrows the table down to variants that are connected to bundles.

Configure or Edit Bundles

Inventory Planner considers the relationship between Bundles & Components (Variants) in order to generate accurate replenishment recommendations. Inventory Planner does not manage the stock of Bundles - this should be handled through an inventory management system, or through a 3rd party application for creating bundles and managing bundle stock. 

If you use an inventory management system that supports Bundles or Assemblies natively, Inventory Planner automatically detects bundles and associates sales with their respective components/variants. **These still need to be classified as Bundles or Assemblies in Inventory Planner (see explanation below).

For Sales Platforms (eg. Shopify, BigCommerce, and others that don't support Bundles and Assemblies by default) there are two separate stages:

  1. Connect an application from your marketplace to create bundles for managing the stock of bundles/components based on respective sales.
  2. Define bundle/component relationships in Inventory Planner using the steps below (or through CSV import using steps at the bottom of this article).

To define a Bundle or Assembly in Inventory Planner - find the item in the Catalog > Bundles section, or in Replenishment using the ‘Variants’ view, then select the Details icon next to any item;

Then select the Details icon next any item > More > Bundles & Production. Here you define the item as a "Bundle" or "Assembly" and add components with their respective quantities within the Bundle or Assembly.

Note: if you are connected through an inventory management system, you will see the existing bundle/component relationships here.

Note that Shopify stores using the Bundles app by Gazebo can add the application as a connection on Inventory Planner to automatically sync bundle information

  1. Click here to enable Inventory Planner access in Bundles by Gazebo. On the settings page, mark Access granted and click Save
  2. In Inventory Planner, go to Account > Settings and click '+ Connect Another Platform' at the bottom of the Connections & Warehouses page. 
  3. Scroll to find 'Bundles by Gazebo - Shopify app' on the platform page.
  4. Enter your store name (without .myshopify.com) in the field provided.

Once this connection is made, bundles and their associations with variants will be reflected automatically in Inventory Planner.

Add or Remove Variants from Bundles

Next, add all components with their corresponding quantities. Components can be removed by clicking the trash can icon.

Add New Variant

If there is a component of your bundle that is not sold individually, you can create an IP Variant by clicking on Add New Variant. An IP Variant only exists in Inventory Planner.

Learn more about Creating IP Variants here.

Note: This is not for creating a new product that will be added to your platform to be sold on its own. A new product for sale should be created on your platform then synced to Inventory Planner.

In Depth: Bundles vs. Assemblies

A Bundle can also be referred to as a "kit" or a gift set. Bundles are different ways of selling Variants. In this case, all of the stock is tied together. These goods are assembled after the sale occurs.

Example: Craig's Cookies sells cookies in single units, and in 3-packs. Craig has 15 total cookies:

  • Stock (Single Units): 15
  • Stock (3-packs): 5

When a new customer purchases a 3-pack, Craig's inventory management system (or bundling app) reduces the stock of both items:

  • Stock (Single Units): 15 - 3 = 12
  • Stock (3-packs): 5 - 1 = 4

Craig orders 12 more cookies from his supplier to replenish his stock:

  • Stock (Single Units): 15 - 3 = 12 + 12 = 24
  • Stock (3-packs): 5 - 1 = 4 + 4 = 8

An Assembly must be produced from components (variants) before it can be placed into stock and available for sale. These goods are pre-assembled before the sale & fulfillment of an item. This includes any produced goods with a bill-of-materials (BOM), and bundles/kits that must be produced before sending to Amazon (or a different fulfillment warehouse). All bundles associated with FBA are considered Assemblies - since Amazon only carries finished goods/produced bundles.

Example: Craig's Cookies sells cookies in single units, and in 3-packs. Craig has 15 total cookies:

  • Stock (Single Units): 15
  • Stock (3-packs): 0

Craig assembles 9 units into 3-packs:

  • Stock (Single Units): 15 - 9 = 6
  • Stock (3-packs): 0 + 3 = 3

When a new customer purchases a 3-pack, Craig's inventory management system (or bundling app) reduces the stock of the 3-pack only.

  • Stock (Single Units): 15 - 9 = 6
  • Stock (3-packs): 0 + 3 = 3 - 1 = 2

Craig orders 12 more cookies from his supplier to replenish his stock:

  • Stock (Single Units): 15 - 9 = 6 + 12 = 18
  • Stock (3-packs): 0 + 3 = 3 - 1 = 2


An Assembly can be designated in the Catalog section, or by selecting the Details icon next any item > More > Bundles & Production. Select "Assembly" and add components with their respective quantities within the Bundle or Assembly.

Note: if you are connected through an inventory management system, you will see the existing bundle/component relationships here.

You can enable Bundles are Assemblies By Default under your Account Settings to apply this setting storewide.


Understanding Bundle Forecasts & Replenishment

Inventory Planner forecasts the needs for Variants (components) differently for Bundles vs. Assemblies. By taking 2 separate examples we can break down the replenishment recommendations.

Bundles:

In this example, we sell t-shirts either as individual units (SKU BW345) or as multi-packs of 5 (SKU BW345-X5). All t-shirts come from the same pile of inventory, we just pick and fulfill orders based on the way they are purchased.

  • Since we are picking orders from the same pile of inventory, we only need to manage forecasting and replenishment in the 'Variants' view.
  • By selecting the Details icon > More > Bundles & Production, you can see the Sales Breakdown from bundles vs. variants. The sales are merged together, so that the Forecast and Replenishment recommendations consider the total sales.
  • The merged sales in Details > Bundles match with the Past Sales that are used in the Replenishment & Forecast tab.

Learn how Forecast and Replenishment recommendations are calculated here.

  • Now you can select the Variant and create a Purchase Order (or Transfer Order) for the Replenishment recommendation amount.

Assemblies: 

In this example, we have a pre-assembled Gift Set (Bundle SKU GB02) that includes 2 components: Variant SKU BU234 (Sweater) + SKU-784683A2 (Clutch).

  • Inventory Planner starts with creating a replenishment recommendation for the Assembly, taking into consideration its forecasted sales during the planning period.

Learn how Forecast and Replenishment recommendations are calculated here.

  • The next step is clicking into Details > More > Bundles & Production to see how the Assembly is defined. In this example, we have one sweater and one clutch that are part of the Assembly.
  • By clicking on the details icon next to a component (BU234), Inventory Planner opens a new tab displaying Replenishment details for the Variant.

Interpreting Metrics for Produced Bundles

  • Stock: 21 represents the current available stock.
  • "in Assemblies”: 17 represents additional/separate units that have already been assembled into final goods (not available for new assemblies).
  • On Order: Represents the number of components on order from the supplier.
  • Stock Allocated For Bundles: 286 represents the additional components needed to cover the Replenishment recommendation of Assemblies.
  • Forecast: 123 represents the forecasted sales for this Variant on its own. This number does not include any sales from the Assembly.
  • Replenishment: 409 combines the Replenishment recommendation for the Variant + the additional units needed (above and beyond what is currently on order) to cover Replenishment recommendations for the Assembly. 
  • Revenue: Revenue is assigned to components proportionally to the components' retail prices (configured in Details -> Bundles & Production). If components do not have retail prices, then revenue is assigned proportionally to the components quantities in bundle.
  • Tip: Lead Times should be configured separately for Assemblies vs. Components (Variants). For an Assembly, Lead Time is the total time it takes from creating an order to the completion of an assembly. For the Variant, Lead Time is the time it takes from creating an order to receiving parts at a warehouse.

Now you can select the Variant and create a Purchase Order (or Transfer Order) for the Replenishment recommendation amount.

Once the order is received at your warehouse and Inventory Planner syncs to pull the latest stock information from your connected system, you can Create an Assembly Order from the ‘Assemblies’ view in the Replenishment screen. This creates an order to convert components in Assemblies (final goods).

 
 

Assembly Orders (for Assemblies)

Not all Inventory Management Systems support the ability to push/pull Assembly Orders between systems. In this case, there are two options:

  1. Configure the stock assembly directly in your inventory management system. Your IMS will track the stock of components and bundles based on assemblies, then Inventory Planner will sync the new stock levels. Replenishment recommendations will adjust based on the updated stock levels.
  2. You can build and track components as IP Variants directly in Inventory Planner. This method allows you to manually track the stock of Variants. The stock of an IP Variant will increase when Purchase Orders are received, and will decrease with the creation of Assembly (or Transfer) Orders.

If your Inventory Management System supports the ability to push/pull Assembly Orders between systems, assemblies can be created in Inventory Planner then received/assembled in the IMS.

For Sales Platforms (eg. Shopify, Magento, BigCommerce), Inventory Planner allows you to increase stock in your store after receiving an order. Once an PO is received, an option appears to Increase Stock of the Variant. Once an Assembly order is received (assembled), you have the option to Increase Stock of the Bundle.

IP Variants can also be built and tracked manually for components that are not sold in your store, but are necessary for assembling final/sellable goods.

  

Creating an Assembly Order

To create an Assembly Order, use the 'Bundles' view in Replenishment. 

  • Select the Assembly, then select "New Assembly Order" at the bottom;
  • The number of units to assemble will correlate with the Replenishment needs for the Assembly (286 assemblies from the example above).
  • Clicking Alerts then "Limit to source stock" limits the number of Bundles to assemble based on the available stock of its Variants. This reduces the Qty to order.
  • To see detail about the components including how many units are available at the source location, click 'Components' on the Assembly.
  • Once an Assembly Order is saved, you will find it in the Purchase Orders & Transfers tab. Add a Filter for 'Type = Assembly' to see Assembly Orders.
  • After receiving/assembling the Assembly Order, there will be an option to Increase Stock of the Bundle in your store.

  

Importing Bundles

Create a spreadsheet with the following information in 3-10 total columns and including a column title for each:

  • Bundle SKU or Assembly SKU or other identifier such as Title, ID (used by your sales platform), Inventory Planner ID, Vendor Reference, or Barcode. 
  • Component/Variant SKU or other identifier such as Title, ID (used by your sales platform), Inventory Planner ID, Vendor Reference, or Barcode. 
  • The Quantity of Components included in the respective bundle.
  • Component Retail Price (Optional)
  • Designating an Assembly, enter "1" if so (Optional)
  • Manage Components Stock Based On Bundle Sales, enter "1" if so (Optional)

Here is a template you can use for creating this spreadsheet. The import spreadsheet does not need to follow this format (columns may be in any order), though all columns do require a title.

Template for Bundle Import

Additionally you can Create IP Variants via CSV import. By checking the box for "Create IP Variants for non-existing components", additional (optional) fields will appear to add more information on IP Variants including:

  • IP Variant Title.
  • IP Variant Barcode.
  • IP Variant Vendor.
  • IP Variant Cost Price.

Go to Replenishment > Import > Bundles/Assemblies.

Click Select File and then select the spreadsheet you've created with Bundles/Assemblies data.

In the import dialog, be sure to select the correct identifier. SKU will be the identifier used by default.

Match dropdown fields to the correct column in your imported CSV. When all fields are matched to the corresponding field in Inventory Planner, select Upload.

Exporting Bundles

To export your purchase order, transfer, or assembly with bundle/component information, click on Actions (shown as three dots on mobile versions). You will then see export options including bundle components and without. 

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