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Bundles and the preparation sheet: build combos and check every piece before it leaves

Group several products into a bundle with its own price and use the preparation sheet to check every piece when preparing, delivering and receiving a rental.

Two features that go hand in hand when you rent complete equipment: bundles, to sell or rent several products as a single line with their own price, and the preparation sheet, a checklist so nothing is missing when the rental goes out and when it comes back.

What changes

  • Before: a lighting kit or a full setup was added product by product, and checking what went out lived on a paper sheet.
  • Now: you build the bundle once and add it with one click; and every rental comes with its own preparation sheet to mark what is prepared, delivered and received.
  • What stays the same: inventory is still what it always was. A bundle uses the stock of the products it includes.

Bundles

A bundle groups several products into a single line with its own price: a lighting kit, a complete setup, a party combo. It is added to the cart of a rental, a quote or a sale like one more product. Bundles are available from the Business plan.

How to create one

  1. In Bundles, click New bundle.
  2. Enter the name and, if you want, a description.
  3. With Search product, add the products and set how many units of each one the bundle carries.
  4. Set the price and click Create bundle.

You can only include products that are active for rental.

Fixed or calculated price

  • Fixed: you charge the price you set, regardless of what the products add up to. The editor shows you that sum as a reference.
  • Calculated: it adds up each product's price, with the adjustments you set on each one.

The summary compares against the same products sold separately: if the bundle costs less, you see the customer's saving (in money and in percent); if it costs more, you see the surcharge. It also tells you how many bundles can be built today with your stock.

How it is managed

Each card shows what it includes, the saving and the stock. You can edit, duplicate (to build a variant without starting over), deactivate or delete a bundle; existing rentals that use it are not affected. In a rental, Add bundle puts it in the cart as a single line with the list of what it includes. If one of its products was already in the cart on its own, Leaxio warns you.

Preparation sheet

Each rental can generate a preparation sheet: an operational checklist to prepare, load, deliver and return the rental, with one stage per moment: Preparing, Ready, Delivered and Returned.

  • Check piece by piece. Each product has a counter; you see how many pieces are missing and when a line is Complete. With Mark all you close a stage in one click.
  • Find what is pending. Filter by Pending or search by product or SKU, and see the progress (“X of Y products complete”).
  • Fix without fear. You can undo what you marked, and changes save on their own.
  • Move forward with control. To move to the next stage with missing pieces, Leaxio asks you to confirm that you want to advance with shortfalls.
  • Follow changes to the rental. If something is added to the rental after the sheet was generated, it is marked with the version it was added in.
  • Print it if your team prefers to carry it on paper.

Tips

  • Build bundles of what is rented together, and leave the price calculated until you know how much discount you want to give.
  • Use the sheet when preparing and when receiving: on return, it is the quickest way to spot what did not come back.
  • Duplicate a bundle to build its variants (for example, the small kit and the large kit).

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