How Do I Create a Product Option Bundle?
๐ ๏ธ Step-by-Step
Go to Sales Management > My Bundles.
Click Create New > Product Option.
Set the action (e.g. Replace existing).
Set the Primary Product description (e.g. single gang light switch).
Add the products that represent each option (Classic, Slimline, Satin etc.) and remove any blank rows.
๐ Assign a Category and Save
Choose the service category (e.g. Switches and Outlets).
Click Save.
In The Burdi Button, open the cog menu and tap Refresh Bundles so the new Bundle appears.
Choose the service category (e.g. Switches and Outlets).
Click Save.
In The Burdi Button, open the cog menu and tap Refresh Bundles so the new Bundle appears.
๐ Add Search Terms
Search terms help your techs find the Bundle quickly in The Burdi Button. Add common abbreviations and the codes your team already knows from ServiceM8.
If the Bundle name uses single, also add 1 and one.
Add any internal codes your team uses (e.g. the old ServiceM8 item code).
If a product name uses two words, also add the one-word version as a search term so both spellings come up.
โฑ๏ธ Add Primary Product Options
Add your Supporting Products
โฑ๏ธ Set Calculated Hours Per Environment
Enter labour as a decimal of an hour. Some quick references:
0.1 = 6 minutes
0.25 = 15 minutes
Set times for every environment you might use โ Residential, Commercial, After Hours and VIP โ even if you do not use them often. This saves you having to come back and edit the Bundle later when a less common job type comes up.
Tip: Leave the unit of measure blank unless you actually need it (e.g. metres of cable or conduit). For most Bundles it is not required.
Related Articles
๐น What is a Product Option Bundle?
<br> Product Option Bundles Product Option Bundles are designed to make quoting faster, cleaner, and more professional by allowing customers to choose between different product options within the same bundle. This is perfect for ...How Do I Create a Bundle with Multiple Product Options?
How Do I Create a Bundle with Multiple Product Options? Sometimes you may want to offer your customers a choice of products within a single job โ for example, a โGood, Better, Bestโ fan option. Burdi allows you to set this up as a bundle, so you can ...How do you add an item to a bundle if i havent purchased it yet?
Before you can use a product in Burdi, it needs to be added to your product list. There are two easy ways to do this, depending on what information you already have available. Option 1: Import an Invoice with the Product If you already have an ...Existing product codes in Xero. Does Burdi update or create a new item?
Existing Product Codes in Xero As a default Burdi will not send product codes to Xero. If you would like products to be created and updated in your Xero Inventory you can activate this setting by heading to Account > Settings > Xero Settings > Xero ...๐น Product images vs bundle images
<br> Using Images in Burdi Bundles Images play a huge role in helping customers understand exactly what theyโre purchasing. When customers are being quoted for products like ceiling fans, kitchen taps, toilets, or powerpoints, they ...