Catalog Item Auto-Bundling

 
Auto-Bundling allows you to assign specific Parent/Child bundles for your tickets. This is especially useful if you offer a repair service that requires specific parts, allowing for faster ticket updates and accuracy.
 
1. Make sure the Item Types you want to Auto-Bundle are set to bundle as a Parent or Child. To do this, go to Company Settings -> Catalog -> Item Types, and edit the Type to include the option to Bundle.
 
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2. Go to your Catalog and search for the item you want to set up as the Parent for the bundle. For this instance, we will set up a Service as the Parent. Click on the more options button under "Actions" and select "Compatibility."
 
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3. Look up the part that you want to add as the Child for the bundle. You can do a keyword search or Advanced Search (the + button) to find the part(s) you would like to attach. You can even attach multiple items to the Parent item. For this instance, we attached two Child parts to a Parent. Make sure the item is set for "Auto-bundle part" and close the pop-up.
 
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4. Add the Parent item to a ticket. You will notice that the Child items are now automatically bundled to the Service. You can delete any unnecessary items from a bundle by clicking the X next to the Child Item.
 
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Using this feature along with Catalog Item Device Compatibility can customize your repair process and help make tickets move along more efficiently.

 

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