Catalog Items: Bundle Relationships, Auto-Bundling, and Auto-Adding Items

RepairQ offers users the ability to attach (i.e. bundle) items under other items on a ticket. When an item is bundled under another item on a ticket, the price of that item does not contribute towards the ticket total. Instead, the price of the bundled item - the child - becomes a part of the existing parent item. This is designed so you can charge a flat fee for a repair service, and internally track your part cost, inventory, and labor cost separately. For an explanation on how taxes are calculated for bundled items, see Tax Calculations for Bundled Items.
Using this feature along with Catalog Item Device Compatibility can customize your repair process and help make tickets move along more efficiently.
Auto-Bundling: This allows you to assign specific Parent/Child bundles for your tickets, allowing for faster ticket updates and accuracy. This is especially useful if you offer a repair service that requires specific parts.
Auto-Adding: This is similar to the bundling process, using a parent/child relationship. However, auto-added items will still display their price on their line item, versus hiding the price into the parent item. i.e. Items that are auto-added retain their price on the ticket.

Setting Item Types for Bundle Relationships

1. Navigate to Company Settings -> Catalog -> Item Types.
2. Locate the Item Type you would like to set up for bundling, and click on the edit button. You can also "Add Item Type" if you are creating a new type altogether.
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3. By default, you can allow bundling as a Child Item under Labor and Parts. If you wish to make an item a Parent Item, the Item Type will need to be marked as "Labor/Service" or "Part."
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4. Once you have made your selection(s) and saved your changes, the bundle properties will be visible on the Item Types Overview screen.
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Auto-Bundling

1. Navigate 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 "Options" button under the "Actions" column, and select "Compatibility."
 
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2. Look up the part that you want to add as the child for the bundle. You can do a keyword search or Advanced Search (+ button) to find the part(s) you would like to attach. You can even attach multiple items to the Parent item. Make sure the item is set for "Auto-bundle part" and close the pop-up.
 
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3. Add the service to a ticket. You will notice that the child item is 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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Auto-Adding

1. Navigate 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 "Options" button under the "Actions" column, and select "Compatibility."

 

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2. Look up the part that you want to add as the child for the bundle. You can do a keyword search or Advanced Search (+ button) to find the part(s) you would like to attach. You can even attach multiple items to the Parent item. Make sure the item is set for "Auto-add" and close the pop-up.

 

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3. Create a new repair ticket, and attach the service. You will notice that the child item is now automatically added to the ticket, but it is not bundled under the parent. You can remove the item by clicking the red X next to the ticket item.

 

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