- Navigate to Products & Services > Bundles and click on New bundle.
- Enter the bundle name & description (What is a bundle?).
To set the content of a bundle, search and select an existing product and/or service in a line or add a new product or a new service. Optionally select the quantity of each line that you want to use by default.
When you select a bundle in a document (e.g. quotes, invoices, ...), its total is calculated automatically. Moreover, this calculation is done on the basis of the last saved prices of the products and/or services in the bundle. So you always use the most recent prices on your quotes and invoices!