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Allbase Suite » Feature Set » Bundles

Bundles are an invaluable tool when creating quotes and invoices in the Allbase Suite. They allow you to group together commonly used products and services into a single item, saving time and preventing double-entry.

Products

Bundles in the Allbase Suite simplify the process of building complex products. Need to build a computer, a roof, or even a car? Just create a bundle with the relevant product and accessory categories. Next time you go to quote or invoice the kit, you will be guided through the necessary parts.

Grouping Services

In addition to streamling inventory, bundles can be used to group your services on quotes and invoices. Never forget a warranty or overlook a service again.

Streamlined Wizard

Besides speeding up the process of organizing products and services in the Allbase Suite, bundles also act as a form of quality control.

By configuring a bundle, you can specify which parts are compatible and which accessories are available. Save yourself from the headache of hunting down compatability information by entering it correctly once.

Templates

Templates allow you to set defaults on a per-bundle basis. These defaults make it easy to work with a large number of parts but still offer convenience for often-used combinations.

Example

For example, if you are in the automobile repair industry, you may invoice a lot of oil changes. Normally, you would probably have to add products (the oil and the oil filter), as well as services (the labor for the oil change itself).

Instead of adding these three items to every invoice, you can create a bundle called "Oil Change" which includes the products and services necessary. That way, you can save time by adding the single bundle instead of three separate items.

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