Create and review product bundles

Create a product bundle

Use this when one parent product ships as multiple component products. Bundle creation runs through the connected ERPNext ledger for the resolved Company in your current workspace, and the final bundle is only confirmed after the reviewed request is accepted and verified.

1. Open Tools, then Products.
2. Select New Bundle.
3. Enter the Parent Item Code, Display Name, Item Group, and Parent stock unit as needed for your bundle.
4. If you want barcodes on the bundle, enter them in the Barcodes field.
5. Under Components, search for the products you want to include and select each one.
6. For each selected component, enter the Quantity per parent.
7. Select Validate (dry-run) to review the bundle before saving.Validate (dry-run)
8. After the review looks correct, select Create bundle.Create bundle

Expected result: the bundle request is reviewed for the current Company and connection. If the request is still being verified, you will see a message telling you to review the saved request before making another change.

Review the bundle before creating it

The dry run checks that the parent item, components, quantities, and units line up before creation. It also returns the validated component rows so you can confirm the exact unit and version used for each component.

1. Fill in the parent details and choose at least one component.
2. Select Validate (dry-run).Validate (dry-run)
3. Review the Dry-run preview section.
4. Check that each component shows the expected item code, quantity, unit, and version information.
5. Confirm the planned action shows a planned atomic create of the parent item and bundle.
6. If anything is wrong, adjust the parent or component entries and validate again.

Parent, components, quantities, and units

• Parent item: the new product that will represent the bundle.
• Components: the products that make up one parent bundle.
• Quantity per parent: how many units of each component are needed for one bundle.
• Stock unit: the parent bundle’s inventory unit.
• Component unit: the unit shown in the review for each component row.

Use exact quantities. Quantities are not rounded for bundle validation, so enter the real amount you want the system to review. Select distinct components only; the parent item cannot also be one of the components.

The review must confirm the component units and versions before creation. If that review cannot verify them, do not continue until the entries are corrected.

Current Company and access

Bundle creation uses the Company tied to your active workspace and connected ledger. If you switch Company in the Products page, the page reloads into the newly selected workspace context before you continue.

Only the current owner or admin can create bundles. If you do not have that role, the save controls are not available.

If your workspace has multiple active ledger connections, you may need the correct connection selected before you create or review a bundle.

How bundle creation affects later work

A confirmed bundle becomes available as a parent product in your connected ledger. That means future fulfillment can use the bundle’s component structure, and the parent item can appear in product lists as a bundle.

If a request is not yet confirmed, do not start a new create request with a different version of the same bundle. Review the saved request first so you keep the original request identity and outcome clear.

View an existing bundle

1. Open Tools, then Products.
2. Find the bundle in the product list.
3. Select Edit.Edit
4. If the item is a bundle, review the Current bundle components section in the edit window.

Expected result: you can review the component list, quantities, and units for one parent bundle. If the current bundle cannot be verified, reopen the product before relying on it.

Common problems and recovery