---
title: Item Bundles
description: "An Item Bundle is a feature that allows you to create a set of goods to purchase regularly as one bundle. You can utilize this function if you frequently do the following: Using bundles will be useful"
---

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1. [Knowledge Base](https://help.precoro.com/?hsLang=en)
2. [Precoro Setup](https://help.precoro.com/precoro-setup?hsLang=en)
3. [Working with Items](https://help.precoro.com/precoro-setup?hsLang=en#working-with-items)

# Item Bundles

## An Item Bundle is a feature that allows you to create a set of goods to purchase regularly as one bundle.

#### TABLE OF CONTENTS

- [How to Create Item Bundles](https://help.precoro.com/item-bundles-1#How) 
    - [1. Activate the Option in the Settings](https://help.precoro.com/item-bundles-1#activate)
    - [2. Create a New Bundle](https://help.precoro.com/item-bundles-1#Create)
    - [3. Add Items to the Bundle](https://help.precoro.com/item-bundles-1#Add)
- [Using Bundle Items when Creating Documents](https://help.precoro.com/item-bundles-1#Using)
- [Managing and Editing Bundles](https://help.precoro.com/item-bundles-1#Managing) 
    - [Deactivating Bundles](https://help.precoro.com/item-bundles-1#Deactivating)
    - [Removing Items from a Bundle](https://help.precoro.com/item-bundles-1#Removing)

#### **Benefits of setting up the Item Bundles**

You can utilize this function if you frequently do the following:

- Purchase spare parts for manufacturing or other needs.
- Have a constant set of goods that are ordered for specific events.

Using bundles will be useful in case you wish to:

- Reduce the time spent adding frequently used sets of items to documents.
- Eliminate any mistakes when calculating the number of items to be purchased.

### How to Create Item Bundles

#### 1. Activate the Option in the Settings

Open the **Configuration** in the left-side menu, go to Basic Settings, and activate the **Item Bundles** in the **Items** tab:

[![](https://help.precoro.com/hs-fs/hubfs/Monosnap%20Basic%20Settings%202024-02-22%2015-39-36-png.png?width=659&height=1113&name=Monosnap%20Basic%20Settings%202024-02-22%2015-39-36-png.png)](https://help.precoro.com/hubfs/Monosnap%20Basic%20Settings%202024-02-22%2015-39-36-png.png?hsLang=en)

#### 2. Create a New Bundle

1\. Open the **Item Management** module in the left-side menu and the [Item Bundles](https://app.precoro.com/manage/bundle) ([Item Bundles](https://app.precoro.us/manage/bundle) for precoro.us) tab.

2\. Click on the **Add Bundle** button.

3\. Enter the **Name** of the bundle.

4\. Click on the Save button below.

<iframe data-hsv-src="https://play.hubspotvideo.com/v/1903299/id/181924171588" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="181924171588" data-hsv-style="" data-hsv-width="688" data-hsv-height="412" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

#### 3. Add Items to the Bundle

1\. In the **Item Management** module, open the Item Management tab.

2\. Choose the items you wish to add to the bundle.

3\. Click on **Edit**.

4\. Select bundles for the item, and save the changes.

<iframe data-hsv-src="https://play.hubspotvideo.com/v/1903299/id/181924031340" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="181924031340" data-hsv-style="" data-hsv-width="688" data-hsv-height="399" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

 

### Using Bundle Items When Creating Documents

You can use bundles when creating the following documents:

- **Warehouse Requests**

Please remember that only the inventory item type can be added to the WR.

<iframe data-hsv-src="https://play.hubspotvideo.com/v/1903299/id/181934683563" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="181934683563" data-hsv-style="" data-hsv-width="688" data-hsv-height="404" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

- ****Purchase Requisitions****

<iframe data-hsv-src="https://play.hubspotvideo.com/v/1903299/id/181937045132" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="181937045132" data-hsv-style="" data-hsv-width="688" data-hsv-height="404" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

 

- **Expenses**

[![item-bundles (1)](https://help.precoro.com/hs-fs/hubfs/item-bundles%20(1).jpg?width=670&height=364&name=item-bundles%20(1).jpg)](https://help.precoro.com/hubfs/item-bundles%20(1).jpg?hsLang=en)

You can also add bundle items to the documents from the [Precoro mobile app](https://help.precoro.com/working-with-documents-via-the-mobile-app#step-3).

### Managing and Editing Bundles

In the Item Bundles tab, click on the **Edit** button to apply changes to the following fields:

- **Name** of the bundle.
- **Default ordered quantity**.

When adding items to documents, the **Default ordered quantity** will be applied automatically.

<iframe data-hsv-src="https://play.hubspotvideo.com/v/1903299/id/181937338386" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="181937338386" data-hsv-style="" data-hsv-width="688" data-hsv-height="404" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

### Deactivating Bundles

To deactivate a bundle:

1\. Open the needed one in editing mode.

2\. Deactivate the **Active** toggle above.

3\. Click the Save button below to apply the changes.

In the **Active** column on the management, you can track whether the bundle is active or not.

<iframe data-hsv-src="https://play.hubspotvideo.com/v/1903299/id/181937125983" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="181937125983" data-hsv-style="" data-hsv-width="688" data-hsv-height="404" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

### Removing Items from a Bundle

1\. Open the Item Management tab.

2\. Choose the Item you wish to remove and open it in the editing mode.

3\. Click the "X" icon next to the bundle name.

4\. **Save** the changes.

<iframe data-hsv-src="https://play.hubspotvideo.com/v/1903299/id/181937145099" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="181937145099" data-hsv-style="" data-hsv-width="688" data-hsv-height="404" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

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