How Do I Create a Product Option Bundle?
π οΈ 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.
π 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.
π 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.
β±οΈ Add Primary Product Options
Add your Supporting Products
β±οΈ 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 β Residential, Commercial, After Hours and VIP β 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
πΉ 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 ...πΉ Product images vs bundle images
<br> Using Images in Burdi Bundles Images play a huge role in helping customers understand exactly what theyβre purchasing. When customers are being quoted for products like ceiling fans, kitchen taps, toilets, or powerpoints, ...πΉ What is a Standard Bundle?
<br> Creating a Standard Bundle in Burdi Standard Bundles are the foundation of Burdi Bundles and are designed to help businesses create fast, consistent, and professional quoting systems. They allow you to combine products, labour, ...How Do I Quick-Create Bundles from the Passport?
The Passport holds hundreds of community-built bundles. Quick Create lets you copy multiple Passport bundles into your own account in one go so they appear in The Pitcher Book. π§ Quick Create Go to Sales Management > My Bundles Click Create New from ...πΉ What is a Quantity Required Bundle?
<br> Quantity Required Bundles Quantity Required Bundles are designed for jobs where the scope can vary depending on the quantities needed on-site. These bundles allow technicians to select how many of each item is required ...