Purchase and sell a product bundle as a bundle or its individual associated items

ERPNext
1

How to set this up in ERPNext?

We sometimes purchase bundles from our suppliers which we then sell as either a bundle or its associated individual items. We are in the process of evaluating whether ERPNext can feasibly (for us) replace our current software and how well it can handle this scenario will go some way towards determining that.

From what I am able to work out so far:

We can set up a product bundle and list the associated items, but the product bundle parent item has to be set to not maintain stock. OK, so far, that seems fine …

We can allow purchasing of the product bundle (ie in purchase orders etc) but, in my testing, once the purchase cycle is complete, the stock does not add to the individual associated items. So we purchase the product bundle but there is no stock counted anywhere to show for it. Hmmm, starting to become less fine …

So, after some research, I find that what we might have to do instead, as a way around this, is do a ‘repack’ stock entry whereby we shift the quantity whenever we purchase a bundle from the bundle to its individual component items. BUT in order to be able to do this we have to switch ‘maintain stock’ back on for the product bundle … which then means that we cannot have it as the product bundle parent item in the first place!

Have I just gone full circle back round to a dead end, or is there something I’m missing? Any workaround(s)? How are others handling this situation?

2

Hello @CLV

In ERPNext, to handle purchasing and selling bundles, you can create a product bundle and set the parent item to Not Maintain Stock. When purchasing the bundle, use a Stock Entry (Repack) to convert the bundle into individual items, adjusting their stock accordingly. Alternatively, purchasing the individual components and selling them as a bundle can also work. This ensures proper stock management for both the bundle and its components.

3

Yes, but how to do this (ie convert the bundle into individual items) if maintain stock is disabled for the Product Bundle? It won’t allow me to select the Product Bundle in the Stock Entry items table because it is only filtering items that have Maintain Stock = Yes. I’m assuming, perhaps wrongly, that if I have just purchased and received a Product Bundle, then I need to adjust that quantity down and add the quantity to the component items? Or do I only need to choose and adjust the Qtys for the component items in the ‘Repack’ Stock Entry (and not for the Product Bundle as well)?