MyWorks supports the use of bundled products in either Shopify, QuickBooks Online, or both. This article will cover some examples of common use cases involving bundled products - and how to handle these correctly when using MyWorks. 

Using a bundled product in QuickBooks 

A simple and common scenario of using bundles is having a single simple product or variation in Shopify that represents an actual bundle of products you're selling to a customer. For example, this could be a gift basket, or a “pack of 10” candles.

In this example, you don't need to have each item within the bundle as a separate product in Shopify; you've simply set up a single product in Shopify that represents the bundle you're selling. 

However, in QuickBooks, you have each product in the bundle separated, and would like the QuickBooks order to show each item within the bundle.

In this case, simply visit MyWorks Sync >Map > Products (or Variations) to map your Shopify product or variation to a corresponding QuickBooks bundle product you've created, that contains each separate product in QuickBooks. 

Then, when this product is ordered in Shopify, the order we sync to QuickBooks would contain the QuickBooks bundle product, showing each item in the bundle.

Ensuring the QuickBooks total matches the Shopify order

Since a Bundle product in QuickBooks doesn't allow a specific price to be set; QuickBooks uses the total price of the QuickBooks products inside the bundle to determine the total price of the bundle when used in an order in QuickBooks. 

If this matches the total the product in the Shopify order was sold for, there's no additional action MyWorks would take.

However, if the Shopify line item was sold for a different price than the total of the QuickBooks bundle, MyWorks will add an “adjustment” line item to the order in QuickBooks to ensure that the QuickBooks order total matches Shopify. This would look like the below example. 

A different approach would be to create a product in QuickBooks with a negative price; and add that product to the QuickBooks bundle, which would result in the QuickBooks bundle having the same total price as it's sold for in Shopify. This approach can be helpful in cases where it's necessary to more specifically record the “discount” resulting in the products being sold as a bundle. This would look like the below example.

Using a bundled product in Shopify 

Another common example is if you're using a Bundled Products app in Shopify, like the below example built by Shopify:

https://apps.shopify.com/shopify-bundles

In this case, you can create a bundle product in Shopify as well. Examples of common use cases here would be:

• Selling an individual product as well as a “pack of 10” in Shopify. You can create an individual product in Shopify, and then create a separate bundle product in Shopify that's a “bundle” of 10 of the original Shopify product.
   
• Selling a bundle of different individual products in your Shopify store.

In cases like this, you can visit MyWorks Sync >Map > Product (or Variations) and easily map this Shopify bundle to either a single QuickBooks item, or a bundled product in QuickBooks that contains the same items.   

Syncing inventory levels for bundled products 

In either of the above examples, it's also possible to sync inventory levels for items inside bundles, if you're managing inventory levels for them in both Shopify and QuickBooks.

This can happen in two ways:

Syncing inventory for child products
Simply ensure that the “child” products inside a bundle are correctly mapped together between Shopify and QuickBooks - in MyWorks Sync > Map > Products or Variations. Once mapped, MyWorks can keep inventory levels in sync for them based on the inventory syncing enabled in MyWorks Sync > Settings > Automatic Sync. 

Syncing inventory for parent/bundle items
MyWorks can sync inventory for a QuickBooks "parent" bundle product, to Shopify - even though a bundle product in QuickBooks doesn't track inventory. 

This will occur when a QuickBooks bundle product that contains inventory items is mapped to a Shopify inventory product, and inventory syncing is enabled from QuickBooks > Shopify. When MyWorks syncs inventory, it will calculate the most quantity of the bundle that can be sold, based on:

• The inventory levels of the inventory items inside the QuickBooks bundle
• The quantity of each item used when a bundle is sold

This helps prevent overselling in Shopify by keeping Shopify inventory levels up to date based on the product with the lowest quantity within the bundle in QuickBooks.

Example: A“Gift Basket” bundle in QuickBooks contains 1 qty of a jam item, and 3 qty of a cracker item. If there's 10 jam items in stock in QuickBooks, and 15 cracker items in QuickBooks, the inventory that MyWorks will sync to the mapped Shopify product for the bundle will be 5 - as the most that can be sold are 5 bundles, based on the 3ea. of the cracker items.