Set up product bundles to sell multiple items together (Sales and Sales Hub)

Encourage customers to buy more products instead of a single product by combining products in a bundle.

A bundle is a collection of products that is sold as single unit. Product bundling is useful in cases like:

  • Pairing a top-selling product with a less popular product

  • Grouping products in a way that customers get more benefit from the full line of products, for example, Microsoft Office Suite or a digital camera with lenses

Here are some things to know about bundles:

  • You can mark certain products in a bundle as optional and sell them individually.

  • You can't add product families, kits, or other bundles to a bundle.

Create a product bundle (Sales Hub)

  1. Make sure that you have one of the following security roles or equivalent permissions: System Administrator, System Customizer, Sales Manager, Vice President of Sales, Vice President of Marketing, or CEO-Business Manager.

  2. Select the site map Site Map icon, then select App Settings, and then select Families and Products.

  3. To add a standalone product bundle, select Add Bundle.

    -OR-

    To add product bundle to an existing family, select the family in the list, and then select Add Bundle.

    Add Bundle button on the Products grid

  4. Fill in the information:

    • Name

    • Product ID

    • Parent: Select a parent product family for the product bundle. If you're creating a child product bundle in a product family, the name of the parent product family is populated here. More information: Change the parent of a product (reparenting)

    • Valid From/Valid To: Define the period the product bundle is valid for by selecting a Valid From and Valid To date.

    • Unit Group: Select a unit group. A unit group is a collection of various units a product is sold in and defines how individual items are grouped into larger quantities. For example, if you're adding seeds as a product, you may have created a unit group called "Seeds" and defined its primary unit as "packet."

    • Default Unit: Select the most common unit in which the product will be sold. Units are the quantities or measurements that you sell your products in. For example, if you're adding seeds as a product, you can sell it in packets, boxes, or pallets. Each of these becomes a unit of the product. If seeds are mostly sold in packets, select that as the unit.

      More information: Create a unit group and add units to that group

    • Default Price List: If this is a new product, this field is read-only. Before you can select a default price list, you must complete all the required fields and then save the record. Although the default price list is not required, after you save the product record, it is a good idea to set a default price list for each product. If a customer record does not contain a price list, Dynamics 365 Sales can use the default price list for generating quotes, orders, and invoices.

    • Decimals Supported: Enter a whole number between 0 and 5. If the product can't be divided into fractional quantities, enter 0. The precision of the Quantity field in the quote, order, or invoice product record is validated against the value in this field if the product does not have an associated price list.

    • Subject: Associate this product with a subject. You can use subjects to categorize your products and to filter reports.

  5. Select Save.

  6. On the Bundle Products tab, select Add New Product Association.

    The Product Association page opens.

  7. Select products that you want to add to the bundle.

    • Bundle: The bundle you're adding the products to is selected by default.

    • Product: Select the Lookup button, and select a product you want to add to the bundle. You can't add a family or a product bundle to a product bundle.

    • Quantity: Specify the quantity of product you want to add to the bundle.

    • Required: Specify whether this product is required or optional. If you select a product as optional, you can sell the bundle without the product.

    • Unit: Select the unit in which you want to sell the product.

  8. Select Save & Close.

  9. To change properties of an individual product in the bundle, select Edit Properties corresponding to the product, and change the values as required.

If you've added this bundle to a family, the bundle will inherit the properties from its parent family. To change the bundle's property:

  1. Open the property, and select Override. More information: Use properties to describe a product

  2. To add product relationships, select the Related tab, and then select Relationships. More information: Define related products to increase chances of sales

Pricing of bundles (Sales Hub)

Typically, the pricing of products in bundles is different than the individual products. You can set a total and potentially discounted price for the bundle, or if the bundle has optional products, add those products to the price list as price list items. Then the total for a bundle in an opportunity is calculated by adding up the prices for each price list item, including optional bundle products that your customer selects. If you don't add an optional product in the price list, its price will be considered zero.

Tip

To create a new product bundle based on an existing one, on the command bar, select Clone. This opens a new product bundle record with the same information as the original product bundle record, except for Name and Product ID.

Create a product bundle (Sales)

  1. Make sure that you have the Manager, Vice President, CEO-Business Manager, System Administrator, or System Customizer security role or equivalent permissions.

    Check your security role

    • Follow the steps in View your user profile.

    • Don’t have the correct permissions? Contact your system administrator.

  2. Go to Settings > Product Catalog.

  3. Select Families & Products.

  4. To add a standalone product bundle, select Add Bundle.

    -OR-

    To add product to an existing family, select the family in the list, and then select Add Bundle.

  5. Enter information, noting any restrictions or requirements, as needed.

  6. Select Save.

  7. In the Bundle Products section, select Add a record button, and select products that you want to add to the bundle.

    The Product Association page opens.

  8. Fill in your information. Use the handy tooltips as a guide.

    • Bundle: The bundle you're adding the products to is selected by default.

    • Product: Select the Lookup button, and select a product you want to add to the bundle.

    • Quantity: Specify the quantity of product you want to add to the bundle.

    • Required: Specify whether this product is required or optional. If you select a product as optional, you can sell the bundle without the product.

    • Unit: Select the unit in which you want to sell the product.

      Note

      The Valid From and Valid To fields define the duration for which a product is valid. There's no business logic associated with these fields except that the Valid To date must be later than the Valid From date. If required, you can implement your own business logic in these fields with a workflow, plug-in, or Dynamics 365 Customer Engagement Web Services. For example, run a scheduled job to automatically retire last season's products using the date selected in the Valid To field.

  9. Select Save and Close.

  10. To change properties of an individual product in the bundle, select Customize corresponding to the product, and change the values, as required.

    If you've added this bundle to a family, the bundle will inherit the properties from its parent family.

  11. To change the bundle's property, open the property, and select Override. More information: Use properties to describe a product

  12. In the Additional Details section, select Add a record button, and add a price list item. More information: Create price lists and price list items to define pricing of products

  13. In the Product Relationships section, select Add a record button, and select a related product. More information: Define related products to increase chances of sales

Pricing of bundles (Sales)

Typically, the pricing of products in bundles is different than the individual products. You can set a total and potentially discounted price for the bundle, or if the bundle has optional products, add those products to the price list as price list items. The total for a bundle in an opportunity is calculated by adding up the prices for each price list item, including optional bundle products that your customer selects. If you don't add an optional product in the price list, its price will be considered zero.

Tip

  • After you're done adding all the details, select Preview on the command bar to look through the properties of the product bundle.
  • To create a new product bundle based on an existing one, on the command bar, select Clone. This opens a new product bundle record with the same information as the original product bundle record, except for the Name and Product ID.

Typical next steps

Right arrow button Create price lists and price list items to define pricing of products

Home button Classify products and bundles into product families

See also

Set up a product catalog: Walkthrough
System Settings dialog box - Sales tab