We have an configured Gift Box(model as Product Bundle item) which basically contains assortment of child Items. The product bundle will have list of items that go into the Gift Box.
We have defined Product Bundle with a Static list of child items. However in reality the list of items that go into the product bundle needs to be dynamic.(selected few from a list of items)
The situation is that the customer would choose what items go into the Gift Box from the assortment and hence we are not able to define the Product Bundle upfront.
Is there a possibility to define the product bundle where the Items can be modified on the fly?
You want to bill the giftbox using ERPNext? And as it is billed do you want the constituent items (which are dynamically selected by customer based on her/his choice) flushed out of ERPNext?
You have just detailed out the business need. A little bit of information of wat you expect from ERPNext may help the community to answer your query better.
Hi @JayRam. In ERPNext product bundle(giftbox) needs to be defined upfront (Static) with the list of child items and their qty. ERPNext doesn’t allow to change the child items or their qty defined in the product bundle on the fly. That is when we use the product bundle in Sales Order or Delivery Note.
Since we don’t know what goes into the Product bundle(until the customer places the order) , would like to know how to model this GiftBox kind of functionality using product bundle or any other relevant feature in ERPNext
I still think you need to provide more information. Like is the customer going to configure the giftbox on the web or on an app? Is this at a store location? Or is this an order that the customer places on you and your people configure the giftbox. How and who configures the giftbox will decide the options you need to pick and the amount of customization you may need to do.
If your users (not the customer) are configuring the GiftBox, you can just make a Sales Order for the constituents of a check box, and give a custom field in the Sales Order “Is Gift Box” that gets carried to the Sales Invoice and you do a Print format that when the “Is Gift Box” checkbox is checked, shows the item invoiced is the Gift Box at whatever price the total of the constituents of the gift box is at.
The other option is to create a generic Item called GiftBox and while booking the Sales Order, make a a customer specific BOM for the GiftBOx and associate that with the Sales Order. Then you get the customizations done so that as you invoice Sales Order or make a Delivery Note, the code passes a Stock Entry purpose Manufacture, Manufactures the Gift Box (thereby flushing out the constituents of the GiftBox out of your inventory) and makes a Delivery Note for the Gift Box.
The first option is possible only if your users are configuring the gift box.
The second plays well to the customer configuring the giftbox himself or herself.
Again the missing link is being able to define what is important for you to track on ERPNext.
We may create a “Create Product Bundle” button in the sales order, which user can select the items and then new product bundled item will be selected in the sales order line.
Thanks @JayRam for the detailed Suggestion. Customer would configure the giftbox. One approach we thought was to define an Item with custom Attribute referring it as giftbox and customize the sales order Item by allowing the option to select the child items that goes into the giftbox. That way we can dynamically achieve it. Similary we need to customize the delivery note side as well.
You should still be able to make the customizations where it looks like the customer is adding items into the gift box and at the back end customer is adding stock items into a Sales Order. You make a print Format that shows Gift Box consisting of ________, at whatever price the gift box is priced at and you define a proportional allocation of the rate based on the valuation of the constituent items.
Similarly you can have a Print format for the Delivery Note that shows Gift Box and a Sales Invoice that again shows Gift Box.
The only downside of this approach is that, you will not see the GiftBox in your Sales Reports. But you can easily overcome that by having a custom check box in the documents “Is Gift Box” and you can run reports based on that filter (you will have to run it in the Transactions DocType, though. You may not be able to pull this field into Sales Reports).
If you want to show Gift Box, because of Tax/Regulatory issues, you will have to define a Box against the Sales Order and manufacture the Gift Box while consuming the constituent Items. It’s definitely possible.