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TanyaatTHE
October 7, 2020
Question

Set Sales Price and Categories for Inventory Bundles

  • October 7, 2020
  • 2 replies
  • 0 views

Hi, I want to be able to do a work around trick and track my finished inventory goods as "bundles". The biggest problem is trying to set a price and category for my bundles but I was able to do it a few nights back. I don't know how I did it but now half of my bundles have a sales price and category and half do not. Can someone please let me know how I could categorize and set a sales price for my inventory bundles in QB Online?

    2 replies

    G
    GlinetteC
    October 7, 2020

    Hi there, TanyaatTHE.

     

    I'll help you with categorizing and setting up a sales price for your bundle inventory in QuickBooks Online. If selling your products in Bundles, QBO Inventory Bundles offers a simple way to group together products and services. Here's how to create one:

     

    1. From the Settings icon select Product and Services.
    2. Click New and choose Bundle.
    3. Enter a name for the Bundle.
    4. Enter the products and services you want to include in the Bundle.
    5. Click Save and close.

    Here are some inventory-related articles for additional guide and reference:

    Please let me know if you have follow up questions. I'll be right here to answer them.

    C
    cindy108
    February 6, 2021

    I can create bundles of my three main products, but I cannot set different pricing for each bundle product.

    How can I do that? Price rules don't help because you cannot set a rule to a bundle.

    I have my inventory set up via the main products for simplification. So any bundle will reduce the inventory of the product in the bundle. I just need a way of setting a price. Should I do this in Shopify?

    MJoy_D
    MJoy_D
    February 6, 2021

    Hello there, @cindy108.

     

    I've checked that you've posted the same question twice and my colleague has already added an answer. If you haven't been notified of the new response, here's the link.

     

    Please add another reply below if you still need help with this. The Community is always here for you. Take care and have a wonderful day!

    C
    CMcK1
    October 28, 2020

    I'm trying to add a category to an item bundle, too.

    R
    ReyJohn_D
    October 28, 2020

    I've got some info to ensure you can assign categories to your Bundle items in QuickBooks Online (QBO), @CMcK1.

     

    Being able to assign categories to your inventory Bundles (as a whole) is an awesome idea. Currently, they're only used for sales transactions. While this isn't an option, I can share two workarounds you can consider performing.

     

    First, you can assign the categories to each of the products or services that make up the bundle. Second, you can enter the category in the Description column so you can take note of it. 

     

    To keep up with the latest news and product enhancements, I recommend visiting our QuickBooks Blog page. From there, you can navigate the What's New in QBO tab to know the newly added features.

     

    When it’s time to restock, you can order inventory right in QBO. Then, track them for accurate reporting. For more tips, please review this article: Reorder inventory or supplies from vendors.

     

    Also, you can use reports in QBO to know your best sellers, what’s on hand, the cost of goods, and more. For more insights, please check out this resource: Use reports to see inventory status and performance.

     

    I've got your back if you have more questions about managing your inventories in QBO. Just leave your reply in the comment section so I can assist you further. Take care and have a good one.

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