Bundling

Bundle products — composite products that group multiple items with quantities and pricing into a single sellable unit.

Written By Victor Raessen

Last updated 4 days ago

Product bundles are composite products that combine multiple individual products into a single sellable unit. A bundle has its own pricing and appears as one line item in a quote, while the bundle items view reveals its contents.

How bundles work

A bundle product has:

  • A product type of "bundle" (set on the product detail page)
  • A bundle items list containing one or more products, each with a quantity and optional price override

When a sales rep adds a bundle to a quote, all bundle items carry over with their configured quantities and prices. The bundle appears as a single line item — the customer sees the bundle, not the individual components.

Where bundles appear

  • Product search results — A "View Bundle Items" button appears on any bundle product card
  • Product detail page — The bundle items section shows on the product page
  • Quotes — Bundles appear as a single line item with the total bundle price

Building a bundle

  1. Create or open a product on the product detail page
  2. Set the product type to Bundle
  3. In the bundle items section, search for products using the inline search or click Advanced search for the full product search dialog
  4. Each added product gets a row in the bundle table:
ColumnDescription
ProductProduct name (linked to detail page), short description, vendor, and MPN
StockCurrent stock availability indicator
QuantityNumber of units in the bundle (decimal for labor items, whole numbers for others, minimum 0.01)
Override priceOptional — override the product's calculated price for this bundle. Shows "Original price: X" when overridden
TotalAuto-calculated: quantity × price, including term for recurring products
  1. Drag items to reorder them within the bundle
  2. Select items via checkboxes and remove in bulk, or use the delete button per row
  3. Running totals appear at the bottom, broken down by billing term (one-time, monthly, etc.)
Bundle management interface showing product search, added products table with Microsoft 365, Backup and Recovery, and other bundle items with quantities and monthly prices
Bundle management interface showing product search, added products table with Microsoft 365, Backup and Recovery, and other bundle items with quantities and monthly prices Feb 23, 2026

The bundle's selling price can be set independently from the sum of its items, allowing you to offer package discounts.

Bundle pricing on quotes

When a bundle is added to a quote, all bundle items carry over with their configured quantities and prices. The bundle price is the sum of all contained items. Override prices set in the bundle definition are used instead of catalog prices.

Viewing bundle contents

On the product list and product picker, bundle products show a Bundle indicator. Click it to open a read-only view of the bundle contents:

ColumnDescription
NameThe product name (linked to the product detail page)
StockCurrent stock/availability information
QuantityHow many units of this product are included per bundle
PriceThe individual item price
TotalQuantity multiplied by price

See also