Bundles in the Inventory Module

In the Inventory module, you can create bundles of items that can be sold or used together.

To manage bundles:

1. In the side menu, select “Inventory Settings.”
2. Open the “Bundles” section.

On this page, you can:

• create a bundle;
• edit a bundle;
• delete a bundle.

Creating a Bundle

1. Click “Create a set.”
   
2. A side panel will open on the right.
3. Enter the following information:
   bundle photo (optional);
   bundle name;
   category;
   discount value;
   discount type (percentage or fixed amount);
   description;
   tools included in the bundle.
4. Click “Save.”
5. To cancel the action, click “Cancel.”

Editing a Bundle

1. Click the pencil icon next to the bundle.
   
2. In the side panel, update:
   photo;
   name;
   category;
   discount value;
   discount type;
   description;
   tools included in the bundle.
   

1. Click “Save.”
2. To discard changes, click “Cancel.”

Deleting a Bundle

1. Click the trash icon next to the bundle.
   
2. Confirm the deletion.
   
3. To cancel the action, click “Cancel.”

Important: Deleted bundles cannot be restored.

Frequently Asked Questions (FAQ)

Q: What are bundles in the Inventory module?
A: Bundles are groups of items or tools that can be sold or used together as a single set in the Inventory module.

Q: Where can I manage bundles in Shifton?
A: Open the Inventory Settings section from the side menu and select Bundles. There you can create, edit, or delete bundles.

Q: How do I create a new bundle?
A: Click “Create a bundle” (or “Create a set”), fill in the bundle details such as name, photo (optional), category, discount value and type, description, and included tools, then click Save.

Q: Can I cancel while creating a bundle?
A: Yes — if you decide not to proceed, click Cancel in the side panel before saving.

Q: How do I edit an existing bundle?
A: Click the pencil icon next to the bundle you want to edit, update the details in the side panel, and click Save.

Q: How do I delete a bundle?
A: Click the trash icon next to the bundle and confirm the deletion.

Q: Can I recover a bundle after deletion?
A: No — deleted bundles cannot be restored once they are permanently removed.

Q: What discount types can I set for a bundle?
A: You can choose between a percentage-based discount or a fixed amount discount when creating or editing a bundle.

Q: Do bundles affect inventory counts?
A: Bundles group items together for sale or use, but individual inventory tracking depends on how items are used in transactions — bundles themselves do not automatically adjust stock of components unless tied to inventory operations elsewhere.

Q: Can a bundle include items from different categories?
A: Yes — when creating a bundle, you can include tools or items from different categories as needed.

Q: Are bundles linked to sales or job workflows?
A: Bundles help organize items that are often sold or used together, but you apply or sell them through relevant inventory or task processes in Shifton’s workflow.