Supercharged Bundles in EZRentOut

Learn about Bundles in EZRentOut

Bundle items together to book and rent out orders with ease and speed. These can be your rental packages, promotions or combination of items that are regularly rented out together. For example a Beach Photoshoot bundle can have 2 DSLR Cameras, 3 Lenses, 2 Tripods and 6 Soda Cans. Explore bundles from your EZRentOut account.

Contents:

1. When to use Bundles
2. Creating a new Bundle
3. Adding Bundle Lines
4. Adding Advanced Items to Bundles using Custom Fields
5. Editing a Bundle
6. Adding Bundle to Order
7. Editing a Bundle after it is added to an Order
8. View Bundle history
9. Showcasing Bundles on Webstore

1. When to use Bundles

Bundles are used to combine different items that are regularly rented out together. For example, if (any) 2 DSLR cameras, 2 tripods and 3 lens cleaning solutions need to be rented out for a ‘beach photoshoot’ engagement, then having this as a bundle will serve both as a checklist and a quick one-step process for their rent out. You need to have Inventory and Asset Stock modules enabled to add them in bundle lines. Enable both modules from Settings → Add Ons.

2. Creating a new Bundle

You can create a new bundle from Bundles → Add New Bundle. Fill in the data fields for bundle name and description. You can add a bundle level discount to it. See image below:
bundle

3. Adding Bundle Lines

A bundle can have multiple line items based on the types of items needed; based on their name, their association to a group or a number of flexible options presented in the drop-down when choosing the type of bundle line (asset, asset stock, inventory).

Let’s implement the ‘beach photoshoot’ bundle that consists of 2 DSLR cameras, 2 tripods, and 3 lens cleaning solutions:

a. 2 DSLR cameras: We’ve set up our items such that there is a group called Cameras and all DSLR cameras are associated to it. We’ll use the Advanced (Assets) in the type.
b. 2 tripods from asset stock: We’ll use the ‘Asset Stock’ in the type:Bundled asset stock items
c. 3 cleaning solutions from inventory: We’ll use ‘Inventory’ in the type:Bundled inventory items

4. Adding Advanced Items to Bundles using Custom Fields

Users can also add Advanced Items to bundles through custom fields. This means that users will be able to look up items based on the custom identifiers that they’ve created. We have extended this functionality to single line text and number fields for items.

advanced assets via custom fields

Bundle Pricing: For rental items (assets and asset stock), their actual rental rates are used. However, you can have bundle level discounts to override/adjust these rates. For example, a camera is rented out at $5 per hour and $10 per day. If there’s a 5% discount set on the bundle, the rates will change to $4.75 per hour and $9.5 per day.

For sale items (inventory), you can choose a price when adding the bundle line. Say you normally sell Lens Cleaning Solutions at $5.5 per set but in a bundle, you want to sell them for $5. You’ll give the $5 price when adding Lens Cleaning Solution in the bundle.

Read More: Bundle Pricing in EZRentOut – Discount and Flat Pricing

Featured Bundle: If enabled, it will be viewable as a featured bundle on your webstore. You will know more about it later in this blog.

featured bundle on webstore

Once done, our bundle detail page shows a summary of the associated items. See image below:
Items in a bundle

You can also add comments and upload documents and images to a bundle from within its detail page.

5. Editing a Bundle

You can edit a Bundle from its details page. To do this, go to Bundles –> Select a Bundle you want to edit –> Click the ‘Edit’ button.

editing a bundle

Here, you can make changes to a Bundle. You can edit a Bundle’s name, description, identification number, location, or pricing. You can also update/add/delete bundle line items. Keep in mind that once the bundle is updated, the change will affect the active Orders/Carts too. However, these changes do not affect the Orders/Carts that are in Completed state.
You cannot add/delete line items in a Bundle after associating it to an Order. Though you can edit the rest of the Bundle details.
You can also retire, delete and clone a Bundle from its detail page. If you are associating a Bundle to an Order, the ability to delete it will not be available.

6. Adding Bundle to Order

Now that the bundle has been created, we can add it to an Order from Bundle Detail Page → Click ‘Add to Order’ button. This action will identify the available assets, asset stock and inventory items from this bundle and add them to your order.

Now whenever there is a Photoshoot scheduled, simply add the bundle to the order to rent out or book bundled items. Specified quantities will be pulled up from available items with a single click to be rented out or booked for a Photoshoot (see image below).

Learn more about Orders.
Add bundle to order
Hit ‘Add to Order’ button. You will be redirected to the Order detail page, where you can either add more items OR you can also add a bundle to a drafted/rented out order. Once done adding items/bundles, the order is ready for rent out or booking for a later date. See image below:
add bundle to an order

Learn More on adding Bundles with Flat Pricing to Orders

Once a Bundle is added to an Order, you can toggle between the Bundle View and the Item View.

Here’s what the Bundle View looks like:

bundle view

Here’s what the Item View looks like:

item view

Booked orders can be edited on the fly. Items (also bundles) can be removed/added, giving businesses more control over their equipment (see image below). Enable the Bookings Module from Settings Add Ons.

You can now book more items at the last minute and update the order. Say you booked a rental order for Ryan Samuels that consists a Nikon DSLR Camera to cover a CES exhibition but then you realized you forgot to add the tripod. Simply click on the bundle’s name to get redirected to the Bundle Details page, where you can edit and add new items.

You can also enable conflict free booking from Settings Add Ons Bookings.

7. Editing a Bundle after it is added to an Order

You can also edit the items and prices in a Bundle after you add it to an Order. The relevant changes are applied to the Order as soon as the Bundle is updated.

Simply go to the Bundles tab and click on the relevant Bundle. From the Bundle Details page, click ‘Edit’, make the appropriate changes and hit ‘Update’. That’s it, you’re done! The changes will be applied to the Order themselves.

Note: Any edits to the Bundle do not affect Orders in the Completed state.

8. View Bundle history

Any changes made to the Bundle are being stored. To access the history, simply go to the Bundles tab and click on the relevant Bundle. From the Bundle Details page, click on the ‘History’ button on the right.

history button

This opens up a dialog box showcasing all the actions taken on the bundle:

bundle history

9. Showcasing Bundles on Webstore

We love making the rental experience easy for EZRentOut users. You can also showcase bundles on your webstore for customers to view and add to cart.

Additionally, selected bundles can be made ‘visible on webstore’ or showcased as a ‘featured bundle’ from the Bundle’s detail page. From the store settings, you can also customize information a customer views on a bundle’s detail page e.g. number of available bundles, any discounts applied to them, as well as all the items contained within the bundle itself. Learn More

Note: Bundles can only be viewed as a separate tab – enabled from Settings Store Settings Menu Tabs. See image below how a bundle may look on your webstore:bundles

Have more questions?

EZRentOut is the leading equipment rental software used by SMBs all over the globe. Sign up today for a free 15-day trial.

For more assistance, drop us an email at support@ezrentout.com. You can also share your ideas on our Community Forum or visit our blog for detailed support posts.

Updated: June 08, 2020

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