If you use an inventory management system that supports bundles/kitting natively you don't have to configure anything in Inventory Planner. We will automatically detect bundles and re-assign all sales to their products. You will only see sellable products in the replenishment report and the forecast will be based on the combined sales (all bundles + product sales).
For e-commerce platforms such as Shopify, BigCommerce and others that don't support bundles by default there are two separate stages:
- Use an application from their marketplace to create bundles and manage stock for them. Inventory Planner does manage stock so you need to ensure that bundle sales reduce components correctly.
- Mark bundled products within your Inventory Planner account. This allows Inventory Planner to maintain accurate sales (customer demand) for components when a bundle is sold.
To mark a product as bundle in Inventory Planner go to Replenishment > Variants
Find the bundle SKU, click on Details
Then view the Bundles tab within Details. Here you will mark the SKU as a "bundle" and add all components with corresponding quantities
Once a bundle is configured you will be asked to recompute sales for your store.
After the recompute bundles will show in Replenishment > Bundles.
Bundle components will appear in the Variants view and the forecast for those components will include both demand for the bundle and the product sold individually outside of the bundle.
To unbundle an item, find a bundle variant first in the replenishment report. Then click at details -> Bundles and uncheck the bundle option.