Selling multiple products in a single discounted deal? Use the Product Bundles feature to package and manage them together.

This article (there's also an overview article) covers:

• How to create a Product Bundle
• How to add products to a Bundle
• Fixed prices or product-based prices for Product Bundles
• How to add & edit a Product Bundle in an opportunity, order, or subscription

How to create a Product Bundle

1. Activate the Product Advanced Order Logic 
2. Make sure you have Admin permissions 
3. Click Settings → CRM → Products:
   
   
   
   
4. Tick the Product Bundles box:
   
   
   
   
5. Click Add Bundle:
   
   
   
   
6. Click to select the product type to include in the Product Bundle. The choice defines the types of products you can add. If you choose one-off products, you won't be able to add subscription products. If you choose subscription products, you won't be able to add one-off products:
   
   
   
   

   Product Bundles work with all current Sales models (Order value, Recurring revenue and Contribution margin).
   Working with the Recurring Revenue Sales model? You can choose either one-off or subscription products (see example below).

7. Add the Product Bundle name:
   
   
   
   
8. Choose if you want specific roles to use the Product Bundle. A user can still add a bundle to an opportunity even if they don't have permission to use a product included in the bundle:
   
   
   
   
9. Click if you want to restrict the Product Bundle to a specific category:
   
   
   
   
10. Select whether Bundle price is based on the products it includes, or is a fixed price:
    
    
    

    
    Product-based or fixed prices for Product Bundles

11. If you choose product-based price, you can include a discount or additional costs:
    
    

    Adding Bundle discounts	Adding Bundle costs
    The Product Bundle adds up the total of each product price within the Bundle. You can then add the discount.	The Product Bundle adds up the total of each product price within the Bundle. You can then add an additional cost.

12. If you choose fixed-price, you can:
    1 - Select your own price list
    2 - Enter your own Bundle price
    
    

    

Example: Product Bundle discount vs opportunity discount

Let's say your Product Bundle has a 5% discount.

Now you add it to an opportunity, where you add a 20% discount on the order row.

This scenario equals a 24% discount on the same product. This is because the 20% discount is calculated on the already 5% discounted value.

After you've added the costs or discounts, it's time to add the Product Bundle's products. 

How to add products to a Product Bundle

1. Click Add product:
   
   
   
   
2. Click the Select product dropdown and add the product:
   
   
   
   
3. The Product Bundle total will automatically include your chosen cost or discount:
   
   
   
    
4. Under Amount, add the number of products. This field supports decimals. So imagine a sales rep sells a bundle with products that are 1 "charging box" and 0.7 metres of cable. The buyer wants to buy 17 charging boxes. The amount will show 11.9 (0.7 metres of cable X 17):
   
   
   
   
5. In the example below, the Product Bundle has a 5% discount:
   
   
   
6. When you've added all the products, click Save:
   
   

How to edit a Product Bundle

Click Settings → CRM → Products:

Click a Product Bundle in the list (shown with the Product Bundle icon) to edit: