Katana's Kits & Bundles feature simplifies the creation, sale, and delivery of complex product combinations. Providing tools for auto-assembly and potential stock calculations, plus a seamless Shopify integration, you can efficiently manage bundled products and streamline operations.
The main aspects of kits and bundles
Auto-Assembly
Auto-assembly allows you to automate product bundle creation to save time and reduce manual effort.
Here's how it works:
Create a kit or bundle by defining the components (BOM) that make up the final product. For instance, you might create a "Holiday Gift Set" that includes certain items you've chosen.
If someone places a sales order (SO) that includes a bundle, Katana automatically generates the necessary manufacturing orders (MOs) to assemble the bundle. This ensures that bundles are prepared and ready for delivery without requiring manual intervention.
Potential Stock Calculator
The Potential Stock Calculator helps with inventory management by providing accurate stock levels for bundles:
The calculator takes into account the components required for each bundle and checks availability in real time. This allows you to see if you can fulfill a bundle order based on current stock levels.
By integrating virtual stock calculations into your workflow, you can prevent stockouts and ensure that you have the necessary components on hand to assemble your bundles.
Shopify Synchronization
Integrate your bundled products with Shopify:
Use the Potential Stock Calculator to synchronize product stock levels in your Shopify store.
If a customer places an order for a bundle through Shopify, the sales data automatically syncs with Katana, triggering the auto-assembly process and updating inventory levels in real time.
Creating and selling kits & bundles
Building kits and bundles can be relatively simple, but here's a breakdown of everything so you can get started as easily as possible.
Create a kit
Build a bundle by first creating a product that represents the bundle's combined items (e.g., "Holiday Gift Set").
Make sure to checkmark Kit/bundle:
Note: Products with batch tracking enabled can't be turned into a kit/bundle
Add components
From the Product card, click on the Product Recipe / BOM tab and add the individual products that are to be included in the kit (e.g., candles, decorative box). You may also want to include packaging materials.
Manage orders
If you receive an SO that includes the bundle, Katana assesses stock availability and initiates the auto-assembly process.
If you click on Not assembled, you'll open Inventory Intel, where you can see the Potential stock count, which shows the number of bundles that could be sold.
If the components aren't in stock, Katana will show which are missing when you click on Not available on the SO.
Deliver bundles
If all the components are available, you can mark the SO Delivered. Katana will complete the MOs in the background (if you are using a Make-to-Order functionality), and adjust inventory levels.
Packing list
If you want to print a list with the included components (for convenient packing), you'll find a print template for this under the print icon.
Example of a packing list print template:
Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]